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Wednesday, December 9, 2009, 8:03PM ET - U.S. Markets Closed. Dow Up 0.50% Nasdaq Up 0.49%
Westcore Small-Cap Opportunity (WTSCX)On Dec 9: 27.24  Down 0.02 (0.07%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:19.76%
5-Year Average Return:0.17%
Number of Years Up:3
Number of Years Down:2
Best 1-Yr Total Return (2004):22.35%
Worst 1-Yr Total Return (2008):-35.92%
Best 3-Yr Total Return (2004-6):14.35%
Worst 3-Yr Total Return (2006-8):-10.36%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnWTSCXCategoryDiffIndex*Diff
Year To Date19.7619.130.6317.052.71
1-Month-3.37-5.652.28-1.86-1.51
3-Month4.112.751.365.48-1.37
1-Year11.1411.45-0.319.801.34
3-Year-8.41-8.460.05-7.02-1.39
5-Year0.170.52-0.350.33-0.16
Last Bull Market ( 28-Feb-09 to 30-Sep-09)55.0957.02-1.9345.769.33
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-21.68-18.27-3.41-18.25-3.43
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearWTSCXCategoryDiff
2009N/AN/AN/A
2008
 
-35.92-36.560.64
2007
 
-3.30-1.10-2.20
2006
 
16.2315.031.20
2005
 
5.146.75-1.61
2004
 
22.3518.943.41
2003
 
40.3143.41-3.10
2002
 
-16.05-16.220.17
2001
 
9.998.921.07
2000
 
19.9911.898.10
1999
 
-7.8219.95-27.77
PAST QUARTERLY RETURNS (%) FOR WTSCX 
Q1Q2Q3Q4
2009-14.0822.2118.04N/A
2008-11.352.40-5.20-25.54
20076.498.71-8.42-8.79
200611.26-4.181.527.40
2005-3.910.904.034.24
20044.805.25-2.3213.56
2003-7.3621.469.1714.21
20026.90-7.30-20.686.81
2001-4.6015.07-17.3321.19
20002.591.2615.170.29
1999N/AN/AN/A5.20
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date26264140.87
1-Month13966221.00
3-Month15665223.93
6-Month12964719.94
1-Year20463032.38
3-Year27155349.01
5-Year20145244.47

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