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Westcore Mid-Cap Value (WTMCX)

On Dec 16: 15.29   0.09 (0.59%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Above average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 20.71% Worst 1 Yr Total Return (2008): -42.38% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WTMCX Category Alpha (against Standard Index) -1.53 1.45 Beta (against Standard Index) 1.18 1.13 Mean Annual Return -9.33 -0.27 R-squared (against Standard Index) 89 88.11 Standard Deviation 24.77 23.88 Sharpe Ratio -0.36 N/A Treynor Ratio -9.82 N/A 5 Years Statistic WTMCX Category Alpha (against Standard Index) 0.46 1.17 Beta (against Standard Index) 1.18 1.15 Mean Annual Return 0.24 0.26 R-squared (against Standard Index) 88 86.34 Standard Deviation 20.04 19.90 Sharpe Ratio -0.03 N/A Treynor Ratio -2.34 N/A 10 Years Statistic WTMCX Category Alpha (against Standard Index) 6.59 5.72 Beta (against Standard Index) 1.03 1.04 Mean Annual Return 5.44 0.53 R-squared (against Standard Index) 72 73.17 Standard Deviation 19.65 19.87 Sharpe Ratio 0.22 N/A Treynor Ratio 2.44 N/A
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