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Westcore Small-Cap Opportunity (WTSCX)

On Dec 17: 27.57   0.25 (0.90%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average 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% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WTSCX Category Alpha (against Standard Index) -1.56 -0.48 Beta (against Standard Index) 1.16 1.16 Mean Annual Return -9.30 -0.45 R-squared (against Standard Index) 83 86.39 Standard Deviation 25.21 24.75 Sharpe Ratio -0.35 N/A Treynor Ratio -9.97 N/A 5 Years Statistic WTSCX Category Alpha (against Standard Index) -0.47 0.00 Beta (against Standard Index) 1.21 1.17 Mean Annual Return -0.98 0.16 R-squared (against Standard Index) 81 83.41 Standard Deviation 21.48 20.64 Sharpe Ratio -0.07 N/A Treynor Ratio -3.29 N/A 10 Years Statistic WTSCX Category Alpha (against Standard Index) 7.67 7.16 Beta (against Standard Index) 1.04 1.00 Mean Annual Return 6.36 0.66 R-squared (against Standard Index) 67 64.42 Standard Deviation 20.63 20.26 Sharpe Ratio 0.26 N/A Treynor Ratio 3.29 N/A
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