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WCMRX: WCM FOCUSED INTERNATIONAL GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 26.36 0.89(3.27%) June 05
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 09/07/2011 |
| Last Dividend Date: | 12/08/2025 |
| 12-Mo. Yield | 5.19% |
| Expenses | 1.04% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.6 | 7.8 | 6.1 | 13.0 | 4.2 | 10.9 | 9.9 | 20.6 | 6.7 | 16.3 | -29.1 | 16.8 | 32.4 | 35.0 | -7.6 | 30.9 | 0.5 | 5.5 | -0.6 | 21.6 | 12.2 | -4.0 |
| Sharpe Ratio | NA | 0.74 | 0.2 | 0.55 | 0.08 | 0.49 | 0.49 | 0.89 | 0.21 | 0.89 | -1.09 | 0.99 | 1.02 | 2.9 | -0.59 | 3.97 | 0.02 | 0.37 | -0.06 | 1.98 | 0.91 | -0.44 |
| Draw Down(%) | NA | 13.0 | 13.0 | 16.6 | 39.9 | 39.9 | 39.9 | 16.6 | 8.8 | 15.6 | 38.2 | 11.7 | 30.1 | 5.6 | 16.9 | 3.2 | 10.5 | 13.0 | 11.4 | 9.5 | 13.9 | 13.5 |
| Standard Deviation(%) | NA | 22.4 | 17.3 | 17.5 | 19.8 | 19.1 | 17.7 | 20.0 | 14.6 | 14.4 | 28.1 | 16.9 | 31.3 | 11.6 | 15.2 | 7.6 | 15.3 | 14.7 | 11.0 | 10.9 | 13.5 | 27.1 |
| Treynor Ratio | NA | 0.18 | 0.04 | 0.11 | 0.02 | 0.11 | 0.11 | 0.19 | 0.04 | 0.17 | -0.38 | 0.22 | 0.34 | 0.47 | -0.12 | 0.44 | 0.0 | 0.06 | -0.01 | 0.29 | 0.17 | -0.15 |
| Alpha | NA | 0.06 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | -0.02 | 0.06 | -0.06 | 0.04 | 0.01 | 0.01 | 0.0 | 0.02 | 0.02 | 0.02 | -0.01 | 0.01 |
| Beta | NA | 0.91 | 0.84 | 0.85 | 0.82 | 0.83 | 0.82 | 0.91 | 0.8 | 0.73 | 0.8 | 0.77 | 0.93 | 0.71 | 0.76 | 0.69 | 0.82 | 0.86 | 0.78 | 0.74 | 0.73 | 0.77 |
| RSquared | NA | 0.85 | 0.81 | 0.82 | 0.84 | 0.84 | 0.84 | 0.86 | 0.8 | 0.79 | 0.88 | 0.8 | 0.85 | 0.79 | 0.86 | 0.68 | 0.88 | 0.88 | 0.78 | 0.83 | 0.86 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 6.4 | 12.3 | 0.8 | 0.1 | 5.2 | 1.8 | 0.1 | 3.5 | 0.4 | 1.9 | 1.0 | 0.3 | 0.8 | 0.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -50.0 | 1726.8 | 609.5 | -98.4 | 266.1 | 2576.9 | -97.6 | 1199.0 | -81.5 | 104.5 | 184.6 | -51.9 | 44.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2011
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