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WTSCX: Westcore Small-Cap Opportunity (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/28/1996 |
| Last Dividend Date: | 12/26/2012 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.31% |
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Performance Analytics (As of 02/14/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/28/1996 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 15.8 | 7.0 | 16.7 | 5.7 | 7.5 | 7.5 | 0.0 | 23.2 | 7.0 | -4.0 | 20.8 | 28.5 | -35.9 | -3.3 | 16.3 | 5.1 | 22.5 | 41.1 | -15.5 | 10.0 | 20.0 | -7.8 | -5.7 | 27.8 | 8.9 |
| Sharpe Ratio | NA | 1.31 | 0.35 | 0.72 | 0.19 | NA | 0.26 | 0.0 | 1.83 | 0.46 | -0.14 | 0.91 | 0.84 | -0.82 | -0.32 | 0.79 | 0.18 | 1.29 | 2.49 | -0.69 | 0.35 | 0.8 | -1.0 | -0.53 | 1.94 | 6.99 |
| Draw Down(%) | NA | 6.0 | 26.1 | 26.1 | 63.0 | NA | 63.0 | 0.0 | 6.0 | 11.2 | 26.1 | 18.3 | 32.3 | 51.3 | 20.8 | 14.9 | 13.2 | 13.1 | 14.6 | 35.3 | 24.5 | 9.6 | 18.5 | 35.5 | 9.3 | 3.3 |
| Standard Deviation(%) | NA | 12.1 | 20.1 | 23.0 | 24.6 | NA | 22.0 | NA | 12.6 | 15.4 | 29.1 | 22.7 | 33.7 | 44.7 | 20.4 | 16.4 | 15.6 | 16.6 | 16.2 | 24.1 | 21.7 | 19.6 | 11.2 | 17.5 | 12.4 | 8.5 |
| Treynor Ratio | NA | 0.24 | 0.08 | 0.19 | 0.05 | NA | 0.07 | NA | 0.29 | 0.08 | -0.04 | 0.22 | 0.31 | -0.37 | -0.06 | 0.13 | 0.03 | 0.22 | 0.46 | -0.18 | 0.09 | 0.29 | -0.26 | -0.13 | 0.33 | 4.26 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | -0.01 | NA | 0.0 | 0.0 | -0.02 | -0.03 | -0.01 | -0.02 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.03 | 0.07 | -0.06 | 0.0 | 0.05 | 0.19 |
| Beta | NA | 0.65 | 0.87 | 0.9 | 0.95 | NA | 0.87 | 0.0 | 0.8 | 0.9 | 0.91 | 0.94 | 0.93 | 0.99 | 1.08 | 1.03 | 1.0 | 0.97 | 0.87 | 0.92 | 0.86 | 0.55 | 0.43 | 0.71 | 0.73 | 0.14 |
| RSquared | NA | 0.61 | 0.91 | 0.94 | 0.94 | NA | 0.88 | 0.0 | 0.75 | 0.89 | 0.98 | 0.97 | 0.97 | 0.97 | 0.94 | 0.92 | 0.86 | 0.88 | 0.91 | 0.92 | 0.86 | 0.7 | 0.4 | 0.79 | 0.72 | 0.1 |
| Yield(%) | N/A | 0.0 | 7.5 | 8.3 | 5.5 | 6.5 | N/A | 0.0 | 0.0 | 22.8 | 1.4 | 0.1 | 0.0 | 0.0 | 1.9 | 9.4 | 13.9 | 3.8 | 0.5 | 0.6 | 0.0 | 0.0 | 2.7 | 3.0 | 18.0 | 4.0 |
| Dividend Growth(%) | N/A | -100.0 | 30388.5 | -22.1 | N/A | N/A | N/A | N/A | -100.0 | 1490.2 | 1776.0 | N/A | -100.0 | -99.9 | -79.2 | -35.8 | 325.3 | 966.1 | -33.7 | N/A | N/A | -100.0 | -18.5 | -81.5 | 365.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/1996
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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* Day change on 02/14/2014.Latest Articles Related to WTSCX
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