Westcore Plus Bond Fund Technical Analysis
| WTIBX Fund | USD 9.48 0.04 0.42% |
On the 7th of May, Westcore Plus is quoted at 9.48 per share. Observed technical values include Market Risk Adjusted Performance of -0.12, mean deviation of 0.2087, and Standard Deviation of 0.2707. The framework analyzes price history and volume dynamics to measure short- and intermediate-term momentum. Indicator readings are benchmarked against comparable companies.
Westcore Plus Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Westcore Plus, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to Westcore PlusWestcore Plus |
What-If Analysis
What-if analysis for Westcore Plus Bond is essentially a historical sensitivity test that shows how changes in the investment horizon could have altered realized return, drawdown, and timing outcomes. The point is not to predict the future from one chart, but to understand how sensitive the trade has been to timing and holding assumptions.
| 02/06/2026 |
| 05/07/2026 |
Starting with 0.00 in Westcore Plus on February 6, 2026 and exiting today would produce 0.00 in aggregate gains. This reflects a 0.0% return on investment in Westcore Plus in total across 90 days. Related fund peers for Westcore Plus include JANUS SHORT-TERM, JANUS SHORT-TERM, CALVERT UNCONSTRAINED, BUFFALO HIGH, Core Bond, MAIRS POWER, and Pear Tree. Under normal circumstances, the fund will invest at least eighty percent of the value of its net assets, plus any borrow... More
Upside and Downside Indicators for Westcore Plus Summary
Recent price range behavior for Westcore Plus is summarized through upside and downside momentum indicators. The ratio of upside to downside range captures the prevailing momentum bias.
| Information Ratio | -0.1 | |||
| Maximum Drawdown | 1.27 | |||
| Value At Risk | -0.52 | |||
| Potential Upside | 0.4215 |
Volatility and Risk Indicators for Westcore Plus Overview
Risk measures here provide context on Westcore Plus' return distribution and drawdown behavior. Maximum drawdown and recovery time capture the worst-case loss profile and how quickly the price rebounds.| Risk Adjusted Performance | -0.05 | |||
| Jensen Alpha | -0.02 | |||
| Total Risk Alpha | -0.02 | |||
| Treynor Ratio | -0.13 |
Mean reversion analysis in Westcore Plus' involves identifying price extremes that diverge materially from the historical norm. High prices relative to historical norms contrast with unusually low prices, where recovery expectations may emerge. Mean reversion in Westcore Plus is distinct from trend following, which rides momentum rather than betting on reversals.
Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | -0.05 | |||
| Market Risk Adjusted Performance | -0.12 | |||
| Mean Deviation | 0.2087 | |||
| Coefficient Of Variation | -4,263 | |||
| Standard Deviation | 0.2707 | |||
| Variance | 0.0733 | |||
| Information Ratio | -0.1 | |||
| Jensen Alpha | -0.02 | |||
| Total Risk Alpha | -0.02 | |||
| Treynor Ratio | -0.13 | |||
| Maximum Drawdown | 1.27 | |||
| Value At Risk | -0.52 | |||
| Potential Upside | 0.4215 | |||
| Skewness | -0.41 | |||
| Kurtosis | 0.1926 |
Westcore Plus Bond Backtested Returns
Westcore Plus reflects a very low volatility profile within the chosen horizon. It records an Efficiency (Sharpe) Ratio of close to zero, marking performance variability over 3 months. We identified twenty-one technical indicators influencing the company's volatility profile. Please evaluate metrics such as market risk-adjusted performance of -0.12, mean deviation of 0.2087, and standard deviation of 0.2707 to verify consistency between risk and return assumptions. The fund maintains a Market Sensitivity (Beta) of 0.13, which indicates very low measured sensitivity to broad market movements. Westcore Plus moves in the same direction as the market but with less intensity, offering a degree of cushion during selloffs.
Auto-correlation | 0.13 |
Insignificant predictability
Comparing Westcore Plus's price behavior from 6th of February 2026 to 23rd of March 2026 with the period from 23rd of March 2026 to 7th of May 2026 produces insignificant predictability. The stronger the relationship between the current interval and its lagged values, the more accurately future price behavior of Westcore Plus Bond may be projected. The coefficient of 0.13 links less than 13.0% of Westcore Plus's present price action to its own historical movements.
| Correlation Coefficient | 0.13 | |
| Spearman Rank Test | -0.5 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
The framework analyzes Westcore Plus using price and volume data. Observed price and volume data across periods forms the basis.
Technical Analysis
This analysis covers thirty-seven data points across the selected time horizon. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Westcore Plus Bond volatility. High ATR values indicate high volatility, and low values indicate low volatility.
Technical Analysis Methodology & Indicators
Technical analysis of Westcore Plus focuses on NAV trend behavior and volatility patterns where pricing frequency permits. Momentum divergence can indicate regime transitions.
Reported values for Westcore Plus Bond are derived from fund disclosures and market reference feeds and standardized for analysis.
Editorial review and methodology oversight provided by: Vlad Skutelnik, Macroaxis Contributor
Technical Indicators
A technical review of Westcore Plus Bond can improve timing discipline by comparing momentum, reversal risk, and confirmation signals across several time horizons. When applied, technical indicators support timing and risk control but warrant validation against broader market and business context.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | -0.05 | |||
| Market Risk Adjusted Performance | -0.12 | |||
| Mean Deviation | 0.2087 | |||
| Coefficient Of Variation | -4,263 | |||
| Standard Deviation | 0.2707 | |||
| Variance | 0.0733 | |||
| Information Ratio | -0.1 | |||
| Jensen Alpha | -0.02 | |||
| Total Risk Alpha | -0.02 | |||
| Treynor Ratio | -0.13 | |||
| Maximum Drawdown | 1.27 | |||
| Value At Risk | -0.52 | |||
| Potential Upside | 0.4215 | |||
| Skewness | -0.41 | |||
| Kurtosis | 0.1926 |
May 7, 2026 Daily Trend Indicators
A technical review of Westcore Plus Bond can improve timing discipline by comparing momentum, reversal risk, and confirmation signals across several time horizons. When applied, technical indicators support timing and risk control but warrant validation against broader market and business context.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | 0.00 | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 9.48 | ||
| Day Typical Price | 9.48 | ||
| Price Action Indicator | 0.02 |