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Westcore Flexible Income (WTLTX)

On Dec 10: 7.95   0.01 (0.13%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average Number of Years Up: 2 Number of Years Down: 3 Best 1 Yr Total Return (2006): 14.27% Worst 1 Yr Total Return (2008): -29.98% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WTLTX Category Alpha (against Standard Index) -7.71 -3.31 Beta (against Standard Index) 1.09 1.15 Mean Annual Return -1.97 0.30 R-squared (against Standard Index) 10 10.85 Standard Deviation 13.66 15.35 Sharpe Ratio -0.24 N/A Treynor Ratio -3.89 N/A 5 Years Statistic WTLTX Category Alpha (against Standard Index) -2.86 -0.58 Beta (against Standard Index) 0.86 0.95 Mean Annual Return 1.63 0.39 R-squared (against Standard Index) 8 9.33 Standard Deviation 10.99 12.17 Sharpe Ratio -0.07 N/A Treynor Ratio -1.57 N/A 10 Years Statistic WTLTX Category Alpha (against Standard Index) 0.53 0.41 Beta (against Standard Index) 0.74 0.52 Mean Annual Return 5.69 0.42 R-squared (against Standard Index) 9 3.87 Standard Deviation 9.18 10.75 Sharpe Ratio 0.33 N/A Treynor Ratio 3.74 N/A
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