Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCMEX (WCM FOCUSED EMERGING MARKETS FUND INSTITUTIONAL CLASS) | 24.96% | 46.76% | 23.74% | 4.12% | 10.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCMEX (WCM FOCUSED EMERGING MARKETS FUND INSTITUTIONAL CLASS) | 07/03/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 46.76 | 23.74 | 4.12 | 10.64 | NA | NA | … | … | 24.96 | 31.59 | 10.07 | 4.54 | -30.70 | -1.67 | 36.52 | 37.58 | -12.66 | 40.90 | -0.83 | -7.62 | -7.50 | 5.62 |
| Sharpe Ratio | NA | 2.31 | 1.10 | 0.08 | 0.49 | NA | NA | … | … | 2.82 | 1.50 | 0.42 | 0.06 | -1.37 | -0.10 | 1.22 | 2.78 | -0.74 | 4.14 | -0.06 | -0.47 | -0.56 | 0.93 |
| Standard Deviation(%) | NA | 18.77 | 17.90 | 18.56 | 18.83 | NA | NA | … | … | 23.55 | 19.50 | 15.34 | 14.19 | 23.50 | 17.36 | 29.60 | 13.01 | 18.93 | 9.78 | 16.51 | 16.31 | 13.36 | 12.44 |
| Draw Down(%) | NA | 10.74 | 19.05 | 44.77 | 46.05 | NA | NA | … | … | 10.74 | 19.05 | 12.84 | 17.19 | 39.10 | 14.78 | 31.52 | 8.06 | 25.33 | 3.96 | 15.93 | 21.08 | 14.72 | 7.55 |
| Yield(%) | 0.00 | 0.00 | 0.16 | 0.90 | 1.46 | 0.97 | 0.72 | … | … | 0.00 | 0.00 | 0.00 | 0.47 | 0.32 | 4.12 | 1.16 | 0.52 | 0.64 | 1.06 | 0.76 | 0.38 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMEX (WCM FOCUSED EMERGING MARKETS FUND INSTITUTIONAL CLASS) |
-12.58%
Jan 2021 – Jan 2024 |
0.26%
Oct 2013 – Oct 2018 |
2.07%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMEX (WCM FOCUSED EMERGING MARKETS FUND INSTITUTIONAL CLASS) |
25.90%
Oct 2018 – Oct 2021 |
20.02%
Feb 2016 – Feb 2021 |
10.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart