Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WTIBX (WESTCORE PLUS BOND FUND WESTCORE PLUS BOND FUND-RETAIL CLASS) | 1.19% | 5.17% | 1.76% | -0.30% | 1.64% | 2.64% | 3.22% | 5.06% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTIBX (WESTCORE PLUS BOND FUND WESTCORE PLUS BOND FUND-RETAIL CLASS) | 06/29/1988 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 06/29/1988.
AR inception is since 06/29/1988.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | 5.17 | 1.76 | -0.30 | 1.64 | 2.64 | 3.22 | 5.06 | 1.19 | 1.65 | 7.46 | -13.13 | -1.22 | 7.09 | 8.80 | -0.44 | 4.73 | 3.81 | 0.04 | 5.91 | -1.23 | 5.68 | 7.55 | 6.87 | 10.42 | -1.86 | 5.43 | 5.84 | 2.06 | 6.39 | 10.38 | 5.46 | 6.77 | 10.34 | 0.44 | 6.46 | 8.25 | 3.80 | 15.02 | -3.36 | 8.07 | 7.15 | 20.20 | 1.59 | 11.34 | 2.65 |
| Sharpe Ratio | NA | -0.10 | -0.40 | -0.52 | -0.01 | NA | NA | 0.76 | 0.22 | -0.97 | 0.47 | -2.02 | -0.38 | 1.31 | 2.41 | -0.66 | 1.58 | 1.20 | 0.00 | 2.37 | -0.39 | 2.35 | 2.12 | 1.87 | 2.39 | -0.51 | 0.76 | 1.11 | -0.05 | 1.66 | 2.55 | 1.07 | 1.06 | 2.32 | -0.90 | 1.01 | 1.92 | 0.08 | 3.46 | -1.69 | 1.91 | 1.37 | 6.36 | -0.94 | 2.21 | 0.06 |
| Standard Deviation(%) | NA | 5.20 | 6.44 | 5.54 | 4.62 | NA | NA | 3.76 | 5.73 | 5.11 | 6.91 | 7.20 | 3.25 | 5.22 | 3.06 | 2.64 | 2.61 | 3.01 | 3.25 | 2.48 | 3.26 | 2.42 | 3.55 | 3.63 | 4.33 | 5.44 | 3.22 | 2.33 | 2.37 | 3.27 | 3.79 | 4.07 | 4.28 | 2.69 | 3.09 | 3.11 | 2.45 | 3.68 | 3.23 | 3.74 | 3.12 | 3.46 | 2.57 | 3.89 | 2.54 | 2.98 |
| Draw Down(%) | NA | 5.12 | 9.30 | 18.57 | 18.57 | NA | NA | 18.57 | 2.74 | 4.19 | 6.21 | 16.70 | 3.34 | 8.33 | 1.99 | 2.49 | 1.40 | 3.98 | 2.50 | 1.18 | 4.75 | 1.17 | 1.57 | 3.31 | 1.53 | 8.00 | 2.14 | 1.15 | 2.36 | 4.20 | 3.13 | 3.08 | 3.27 | 2.02 | 2.38 | 2.53 | 1.50 | 3.56 | 1.45 | 5.90 | 2.61 | 2.30 | 0.74 | 3.48 | 1.73 | 1.32 |
| Yield(%) | 0.00 | 2.41 | 3.04 | 2.62 | 3.01 | 3.41 | 3.75 | 5.27 | 0.00 | 3.64 | 3.76 | 2.74 | 2.34 | 2.76 | 4.12 | 3.18 | 3.53 | 3.43 | 3.44 | 3.88 | 3.51 | 3.79 | 4.42 | 3.92 | 4.46 | 4.79 | 5.16 | 5.26 | 5.31 | 6.03 | 5.33 | 5.14 | 6.48 | 6.45 | 5.84 | 5.72 | 6.06 | 5.63 | 6.27 | 5.37 | 5.75 | 6.60 | 9.50 | 8.48 | 8.59 | 4.87 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTIBX (WESTCORE PLUS BOND FUND WESTCORE PLUS BOND FUND-RETAIL CLASS) |
-5.22%
Oct 2020 - Oct 2023 |
-0.50%
Oct 2017 - Oct 2022 |
0.99%
Oct 2012 - Oct 2022 |
2.61%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTIBX (WESTCORE PLUS BOND FUND WESTCORE PLUS BOND FUND-RETAIL CLASS) |
12.59%
Oct 1990 - Oct 1993 |
10.29%
Aug 1988 - Aug 1993 |
7.80%
Sep 1988 - Sep 1998 |
7.45%
Mar 1989 - Mar 2004 |
Annualized Rolling Returns Comparison Chart