Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCMDX (WCM Sustainable Developing World Fund Institutional Class Shares) | NA | 7.81% | 7.67% | 7.46% | NA | NA | NA | … | … |
Data as of 05/07/2025, Common starting date is 04/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCMDX (WCM Sustainable Developing World Fund Institutional Class Shares) | 04/01/2020 | 05/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.81 | 7.67 | 7.46 | NA | NA | NA | … | … | 0.00 | 11.93 | 6.86 | -13.62 | -1.89 | 58.43 |
| Sharpe Ratio | NA | 0.52 | 0.19 | 0.34 | NA | NA | NA | … | … | 0.00 | 0.73 | 0.22 | -0.64 | -0.13 | 4.17 |
| Standard Deviation(%) | NA | 8.50 | 15.31 | 16.25 | NA | NA | NA | … | … | NA | 11.40 | 14.44 | 23.43 | 14.56 | 20.14 |
| Draw Down(%) | NA | 8.36 | 17.93 | 32.71 | NA | NA | NA | … | … | 0.00 | 8.36 | 16.43 | 28.87 | 13.53 | 6.04 |
| Yield(%) | 0.00 | 0.00 | 0.97 | 2.32 | 1.30 | 0.87 | 0.65 | … | … | 0.00 | 0.00 | 1.53 | 1.09 | 3.23 | 4.51 |
Data as of 05/07/2025, 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 |
|---|---|---|---|---|
| WCMDX (WCM Sustainable Developing World Fund Institutional Class Shares) |
-5.01%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMDX (WCM Sustainable Developing World Fund Institutional Class Shares) |
4.95%
May 2020 – May 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart