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 Dow Down0.19% Nasdaq Up0.17%

Westcore Select (WTSLX)

24.53 Down 0.14(0.57%) Jul 10

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:2.85%
5-Year Average Return:14.99%
Number of Years Up:9
Number of Years Down:5
Best 1 Yr Total Return (2013-12-31):45.84%
Worst 1 Yr Total Return (2008-12-31):-34.35%
Best 3-Yr Total Return (N/A):18.08%
Worst 3-Yr Total Return (N/A):-4.16%
Load Adjusted Returns 
1-Year:28.68%
3-Year:3.39%
5-Year:14.99%
10-Year:8.91%
Trailing Returns (%) vs. Benchmarks 
ReturnWTSLXCategoryDiffIndex*Diff
Year To Date2.85N/AN/AN/AN/A
1-Month4.14N/AN/AN/AN/A
3-Month-0.52N/AN/AN/AN/A
1-Year28.68N/AN/AN/AN/A
3-Year3.39N/AN/AN/AN/A
5-Year14.99N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)19.54N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-29.32N/AN/AN/AN/A
Annual Total Return (%) History () 
YearWTSLXCategoryDiff
2014N/AN/AN/A
2013
 
45.84N/AN/A
2012
 
-11.28N/AN/A
2011
 
-10.61N/AN/A
2010
 
30.55N/AN/A
2009
 
41.08N/AN/A
2008
 
-34.35N/AN/A
2007
 
15.25N/AN/A
2006
 
18.75N/AN/A
2005
 
7.92N/AN/A
2004
 
17.75N/AN/A
2003
 
19.87N/AN/A
2002
 
-23.38N/AN/A
2001
 
-0.33N/AN/A
2000
 
15.27N/AN/A
Past Quarterly Returns (%) for WTSLX 
Q1Q2Q3Q4
20143.39-0.52N/AN/A
201313.612.6017.836.18
201210.96-16.76-0.98-2.98
20118.88-1.13-25.9312.11
20108.67-9.4117.3113.04
2009-8.4819.1020.137.74
2008-8.84-3.08-12.73-14.86
20073.1210.365.85-4.33
200611.12-4.366.914.52
2005-6.235.173.046.21
20045.980.51-3.5714.64
2003-9.1215.893.4010.07
20022.66-11.67-17.432.33
2001-9.9521.36-18.9712.55
200028.64-1.944.53-12.57
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date66N/A
1-Month38N/A
3-Month98N/A
6-Month66N/A
1-Year14N/A
3-Year99N/A
5-Year96N/A