Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WISDX (WESTCORE SMID-CAP VALUE DIVIDEND FUND WESTCORE SMID-CAP VALUE DIVIDEND FUND-INSTITUTIONAL CLASS) | NA | 4.75% | NA | NA | NA | NA | NA | … | … |
Data as of 11/01/2019, Common starting date is 12/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WISDX (WESTCORE SMID-CAP VALUE DIVIDEND FUND WESTCORE SMID-CAP VALUE DIVIDEND FUND-INSTITUTIONAL CLASS) | 12/19/2016 | 11/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.75 | NA | NA | NA | NA | NA | … | … | 13.35 | -7.18 | 1.73 | -0.70 |
| Sharpe Ratio | NA | -0.20 | NA | NA | NA | NA | NA | … | … | 1.11 | -0.38 | 0.10 | -1.77 |
| Standard Deviation(%) | NA | 15.02 | NA | NA | NA | NA | NA | … | … | 13.12 | 22.51 | 10.87 | 10.25 |
| Draw Down(%) | NA | 19.29 | NA | NA | NA | NA | NA | … | … | 7.08 | 24.33 | 9.20 | 1.59 |
| Yield(%) | 0.00 | 3.03 | 1.70 | 1.02 | 0.51 | 0.34 | 0.25 | … | … | 2.04 | 1.18 | 2.20 | 0.00 |
Data as of 11/01/2019, Common starting date is 12/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WISDX (WESTCORE SMID-CAP VALUE DIVIDEND FUND WESTCORE SMID-CAP VALUE DIVIDEND FUND-INSTITUTIONAL CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WISDX (WESTCORE SMID-CAP VALUE DIVIDEND FUND WESTCORE SMID-CAP VALUE DIVIDEND FUND-INSTITUTIONAL CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart