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WCMIX: WCM FOCUSED INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 23.88 0.22(0.91%) April 19
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (9%) |
Start Date: | 06/08/2011 |
Last Dividend Date: | 12/06/2023 |
12-Mo. Yield | 0.66% |
Expenses | 1.04% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/08/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.4 | 4.9 | 10.0 | -0.8 | 9.5 | 9.0 | 8.7 | 16.6 | -28.9 | 17.0 | 32.8 | 35.2 | -7.3 | 31.2 | 0.7 | 5.8 | -0.3 | 21.7 | 12.5 | -10.0 |
Sharpe Ratio | NA | 1.76 | 0.73 | -0.09 | 0.39 | 0.46 | 0.45 | 0.86 | -1.08 | 1.01 | 1.04 | 2.93 | -0.57 | 4.0 | 0.03 | 0.39 | -0.03 | 2.0 | 0.93 | -0.58 |
Draw Down(%) | NA | 4.8 | 15.5 | 39.7 | 39.7 | 39.7 | 39.7 | 15.5 | 38.0 | 11.6 | 30.1 | 5.6 | 16.8 | 3.2 | 10.5 | 12.9 | 11.4 | 9.4 | 13.8 | 20.7 |
Standard Deviation(%) | NA | 14.5 | 13.6 | 20.2 | 22.0 | 18.1 | 17.8 | 14.4 | 28.1 | 16.9 | 31.2 | 11.5 | 15.2 | 7.7 | 15.3 | 14.7 | 11.0 | 10.9 | 13.5 | 29.0 |
Treynor Ratio | NA | 0.3 | 0.14 | -0.02 | 0.1 | 0.1 | 0.1 | 0.17 | -0.38 | 0.22 | 0.33 | 0.48 | -0.11 | 0.44 | 0.01 | 0.07 | 0.0 | 0.29 | 0.17 | -0.21 |
Alpha | NA | 0.06 | 0.03 | 0.02 | 0.01 | 0.01 | 0.01 | 0.02 | -0.02 | 0.06 | -0.07 | 0.04 | 0.01 | 0.01 | 0.0 | 0.02 | 0.02 | 0.02 | -0.01 | 0.02 |
Beta | NA | 0.84 | 0.73 | 0.78 | 0.84 | 0.82 | 0.81 | 0.73 | 0.8 | 0.77 | 0.97 | 0.71 | 0.76 | 0.7 | 0.82 | 0.85 | 0.78 | 0.74 | 0.73 | 0.81 |
RSquared | NA | 0.76 | 0.76 | 0.84 | 0.86 | 0.85 | 0.86 | 0.79 | 0.88 | 0.8 | 0.91 | 0.79 | 0.87 | 0.69 | 0.88 | 0.88 | 0.78 | 0.83 | 0.86 | 0.95 |
Yield(%) | N/A | 0.0 | 0.7 | 1.9 | 2.2 | 2.5 | N/A | 0.8 | 0.1 | 5.1 | 1.8 | 0.3 | 3.7 | 0.6 | 2.1 | 1.3 | 0.5 | 1.1 | 0.7 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 650.0 | 46.9 | 63.4 | N/A | N/A | 650.0 | -98.4 | 262.9 | 775.0 | -93.2 | 742.9 | -72.0 | 66.7 | 150.0 | -45.5 | 83.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/08/2011
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