Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Tuesday, December 15, 2009, 10:28PM ET - U.S. Markets Closed. Dow Down 0.47% Nasdaq Down 0.50%
Westcore Plus Bond (WTIBX)On Dec 15: 10.52  Down 0.01 (0.09%)  
MORE ON WTIBX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:11.96%
5-Year Average Return:4.86%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2004):6.39%
Worst 1-Yr Total Return (2008):-1.86%
Best 3-Yr Total Return (2004-6):4.75%
Worst 3-Yr Total Return (2006-8):3.08%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnWTIBXCategoryDiffIndex*Diff
Year To Date11.9614.86-2.97.614.35
1-Month1.501.130.371.290.21
3-Month3.413.76-0.352.860.55
1-Year14.5018.84-4.3411.632.87
3-Year4.884.580.36.40-1.52
5-Year4.864.200.665.49-0.63
Last Bull Market ( 28-Feb-09 to 30-Sep-09)8.3113.91-5.67.061.25
Last Bear Market ( 31-Aug-08 to 31-Aug-09)6.406.57-0.177.94-1.54
* Index means [ BarCap US Agg Bond TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearWTIBXCategoryDiff
2009N/AN/AN/A
2008
 
-1.86-4.702.84
2007
 
5.424.700.72
2006
 
5.854.151.70
2005
 
2.061.800.26
2004
 
6.393.912.48
2003
 
11.615.106.51
2002
 
7.188.04-0.86
2001
 
6.787.64-0.86
2000
 
10.349.440.90
1999
 
0.43-1.351.78
PAST QUARTERLY RETURNS (%) FOR WTIBX 
Q1Q2Q3Q4
20092.302.704.33N/A
20081.15-0.99-3.041.07
20071.60-0.501.992.24
20060.080.213.831.66
2005-0.832.42-0.090.57
20042.86-1.793.122.13
20031.185.451.902.67
2002-0.133.432.191.53
20013.110.363.010.17
20001.441.452.994.09
1999N/AN/AN/A0.12
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date709112662.97
1-Month490116841.95
3-Month683115858.98
6-Month763114066.93
1-Year641112057.23
3-Year49297050.72
5-Year31585436.89

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder