WESTCORE SMALL-CAP Downside Variance

Key Indicators . Downside Variance . Mutual Funds USA . 
Fund . Westcore Small Cap Growth
Downside Variance (or DV) is measured by target semi-variance and is termed downside volatility. It is expressed in percentages and therefore allows for rankings in the same way as variance. One way to view downside volatility is the annualized variance of returns below the target. Below is WESTCORE SMALL-CAP's current Downside Variance with peer comparisons and related risk metrics.

Current Downside Variance Value

The current Downside Variance of 0 places WESTCORE SMALL-CAP at low price variability. This places WESTCORE SMALL-CAP at the lower end of the volatility range for Mutual Fund Funds.

Downside Variance

 = 

SUM(RET DEV)2

N(ER)

 = 
0
SUM = Summation notation
RET DEV = Actual returns deviation over selected period
N(ER) = Number of points with returns less than expected return for the period

Downside Variance Peers Comparison

Downside Variance Relative To Other Indicators

The chart below plots Downside Variance against Maximum Drawdown for Westcore Small and its peers. Each point represents one equity — position along the horizontal axis shows Downside Variance while the vertical axis shows Maximum Drawdown. Equities that cluster in different quadrants carry distinct risk-return profiles. Use the dropdowns to swap in other indicators for either axis.

Methodology, Assumptions & Data Sources

WESTCORE SMALL-CAP has a current Downside Variance reading of 0. WESTCORE SMALL-CAP's Downside Variance is computed from historical closing prices over the selected time horizon, applying the indicator's defined mathematical transformation to raw price data. The underlying data comes from exchange-reported daily closes with corporate action adjustments applied where relevant. Results are based on historical returns and do not predict future performance. This indicator is provided for informational purposes.
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