Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCEIX (WCM ALTERNATIVES: EVENT-DRIVEN FUND WCM ALTERNATIVES: EVENT-DRIVEN FUND – INSTITUTIONAL CLASS SHARES) | 1.26% | 5.29% | 6.29% | 2.28% | 4.52% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCEIX (WCM ALTERNATIVES: EVENT-DRIVEN FUND WCM ALTERNATIVES: EVENT-DRIVEN FUND – INSTITUTIONAL CLASS SHARES) | 01/07/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.29 | 6.29 | 2.28 | 4.52 | NA | NA | … | … | 1.26 | 7.89 | 3.24 | 5.86 | -2.79 | 1.76 | 6.54 | 11.13 | 5.27 | 4.61 | 2.96 | -2.08 | 3.66 |
| Sharpe Ratio | NA | 1.03 | 0.89 | -0.04 | 0.44 | NA | NA | … | … | 0.21 | 1.17 | -0.10 | 0.61 | -0.71 | 0.29 | 0.39 | 3.37 | 0.72 | 1.08 | 0.64 | -0.39 | 0.68 |
| Standard Deviation(%) | NA | 2.74 | 3.69 | 4.40 | 6.56 | NA | NA | … | … | 2.85 | 4.31 | 3.69 | 3.64 | 5.94 | 6.05 | 15.87 | 2.87 | 5.40 | 3.68 | 4.27 | 5.43 | 5.44 |
| Draw Down(%) | NA | 1.35 | 3.57 | 11.00 | 21.65 | NA | NA | … | … | 1.35 | 3.57 | 1.99 | 3.13 | 7.57 | 7.60 | 21.65 | 1.40 | 4.09 | 2.91 | 3.74 | 7.10 | 6.53 |
| Yield(%) | 0.00 | 10.57 | 5.97 | 4.61 | 4.22 | 3.12 | 2.34 | … | … | 0.00 | 10.96 | 3.85 | 2.57 | 0.21 | 7.95 | 3.29 | 2.55 | 5.52 | 1.05 | 0.89 | 3.03 | 2.47 |
Data as of 06/04/2026, Common starting date is 01/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCEIX (WCM ALTERNATIVES: EVENT-DRIVEN FUND WCM ALTERNATIVES: EVENT-DRIVEN FUND – INSTITUTIONAL CLASS SHARES) |
-0.24%
May 2021 – May 2024 |
1.10%
Mar 2015 – Mar 2020 |
3.15%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCEIX (WCM ALTERNATIVES: EVENT-DRIVEN FUND WCM ALTERNATIVES: EVENT-DRIVEN FUND – INSTITUTIONAL CLASS SHARES) |
8.94%
Apr 2018 – Apr 2021 |
7.22%
Feb 2016 – Feb 2021 |
4.82%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart