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Westcore Plus Bond (WTIBX)

On Dec 21: 10.50   0.05 (0.47%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average 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% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WTIBX Category Alpha (against Standard Index) -1.08 -1.73 Beta (against Standard Index) 0.91 1.02 Mean Annual Return 4.88 0.39 R-squared (against Standard Index) 78 59.65 Standard Deviation 4.14 5.93 Sharpe Ratio 0.61 N/A Treynor Ratio 2.86 N/A 5 Years Statistic WTIBX Category Alpha (against Standard Index) -0.29 -1.13 Beta (against Standard Index) 0.87 0.98 Mean Annual Return 4.86 0.35 R-squared (against Standard Index) 77 61.85 Standard Deviation 3.58 4.90 Sharpe Ratio 0.51 N/A Treynor Ratio 2.15 N/A 10 Years Statistic WTIBX Category Alpha (against Standard Index) 0.57 -0.67 Beta (against Standard Index) 0.84 0.96 Mean Annual Return 6.47 0.46 R-squared (against Standard Index) 76 70.95 Standard Deviation 3.60 4.48 Sharpe Ratio 0.95 N/A Treynor Ratio 4.22 N/A
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