Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCMFX (WCM Focused Small Cap Fund Institutional Class Shares) | 6.19% | -7.13% | 7.36% | 6.33% | NA | NA | NA | … | … |
Data as of 01/28/2026, Common starting date is 10/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCMFX (WCM Focused Small Cap Fund Institutional Class Shares) | 10/31/2019 | 01/28/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.13 | 7.36 | 6.33 | NA | NA | NA | … | … | 6.19 | -8.68 | 12.87 | 24.09 | -13.66 | 19.34 | -0.57 | 5.51 |
| Sharpe Ratio | NA | -0.49 | 0.20 | 0.20 | NA | NA | NA | … | … | 9.85 | -0.57 | 0.56 | 1.22 | -0.60 | 1.01 | -0.02 | 3.31 |
| Standard Deviation(%) | NA | 20.33 | 17.89 | 19.75 | NA | NA | NA | … | … | 12.13 | 20.42 | 16.51 | 16.95 | 25.24 | 19.11 | 43.39 | 11.46 |
| Draw Down(%) | NA | 20.54 | 23.44 | 23.44 | NA | NA | NA | … | … | 0.81 | 21.67 | 7.80 | 15.49 | 21.25 | 10.14 | 45.53 | 2.39 |
| Yield(%) | 3.45 | 59.84 | 29.12 | 19.43 | 10.49 | 6.99 | 5.25 | … | … | 3.64 | 61.71 | 16.14 | 0.98 | 1.54 | 7.28 | 0.00 | 0.00 |
Data as of 01/28/2026, Common starting date is 10/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMFX (WCM Focused Small Cap Fund Institutional Class Shares) |
0.81%
Dec 2019 – Dec 2022 |
5.68%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMFX (WCM Focused Small Cap Fund Institutional Class Shares) |
18.92%
Mar 2020 – Mar 2023 |
15.03%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart