Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCERX (WCM ALTERNATIVES: EVENT-DRIVEN FUND WCM ALTERNATIVES: EVENT-DRIVEN FUND – INVESTOR CLASS SHARES) | 1.18% | 5.08% | 6.02% | 2.07% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/23/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCERX (WCM ALTERNATIVES: EVENT-DRIVEN FUND WCM ALTERNATIVES: EVENT-DRIVEN FUND – INVESTOR CLASS SHARES) | 03/23/2017 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.08 | 6.02 | 2.07 | NA | NA | NA | … | … | 1.18 | 7.62 | 2.98 | 5.75 | -3.21 | 1.57 | 6.28 | 10.73 | 4.95 | 3.67 |
| Sharpe Ratio | NA | 0.96 | 0.81 | -0.10 | NA | NA | NA | … | … | 0.15 | 1.10 | -0.17 | 0.58 | -0.79 | 0.25 | 0.38 | 3.25 | 0.66 | 1.06 |
| Standard Deviation(%) | NA | 2.74 | 3.69 | 4.39 | NA | NA | NA | … | … | 2.74 | 4.31 | 3.72 | 3.67 | 5.86 | 6.11 | 15.84 | 2.85 | 5.42 | 3.80 |
| Draw Down(%) | NA | 1.33 | 3.53 | 11.26 | NA | NA | NA | … | … | 1.27 | 3.53 | 1.96 | 3.15 | 7.63 | 7.72 | 21.64 | 1.49 | 4.19 | 2.91 |
| Yield(%) | 0.00 | 10.47 | 5.98 | 4.56 | 3.99 | 2.66 | 2.00 | … | … | 0.00 | 10.84 | 6.42 | 0.00 | 0.00 | 7.80 | 3.29 | 2.34 | 5.31 | 1.04 |
Data as of 06/03/2026, Common starting date is 03/23/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCERX (WCM ALTERNATIVES: EVENT-DRIVEN FUND WCM ALTERNATIVES: EVENT-DRIVEN FUND – INVESTOR CLASS SHARES) |
-0.51%
Apr 2021 – Apr 2024 |
2.10%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCERX (WCM ALTERNATIVES: EVENT-DRIVEN FUND WCM ALTERNATIVES: EVENT-DRIVEN FUND – INVESTOR CLASS SHARES) |
8.70%
Apr 2018 – Apr 2021 |
5.88%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart