Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCMCX (WCM China Quality Growth Fund Institutional Class Shares) | 8.54% | 19.06% | 4.88% | -7.14% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCMCX (WCM China Quality Growth Fund Institutional Class Shares) | 04/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 19.06 | 4.88 | -7.14 | NA | NA | NA | … | … | 8.54 | 21.20 | -2.70 | -18.26 | -26.63 | 4.27 | 65.04 |
| Sharpe Ratio | NA | 0.64 | 0.05 | -0.42 | NA | NA | NA | … | … | 0.57 | 0.78 | -0.27 | -1.19 | -0.97 | 0.17 | 4.46 |
| Standard Deviation(%) | NA | 21.67 | 22.77 | 23.75 | NA | NA | NA | … | … | 24.51 | 23.63 | 23.56 | 18.50 | 28.89 | 25.08 | 21.16 |
| Draw Down(%) | NA | 14.86 | 28.31 | 57.51 | NA | NA | NA | … | … | 12.09 | 21.14 | 18.37 | 31.77 | 43.71 | 20.06 | 7.84 |
| Yield(%) | 0.00 | 7.14 | 3.18 | 2.50 | 2.71 | 1.81 | 1.36 | … | … | 0.00 | 8.03 | 2.15 | 0.86 | 0.22 | 8.09 | 3.83 |
Data as of 06/04/2026, Common starting date is 04/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMCX (WCM China Quality Growth Fund Institutional Class Shares) |
-22.21%
Jun 2021 – Jun 2024 |
-7.74%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMCX (WCM China Quality Growth Fund Institutional Class Shares) |
10.05%
Oct 2022 – Oct 2025 |
-0.41%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart