Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WCMIX (WCM FOCUSED INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS) | 21.55% | 7.07% | 8.74% | 4.79% | 8.52% | NA | NA | 8.21% |
Data as of 07/28/2025, AR inception is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCMIX (WCM FOCUSED INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS) | 06/08/2011 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 7.07 | 8.74 | 4.79 | 8.52 | NA | NA | 8.21 | 21.55 | -4.17 | 15.77 | -28.97 | 11.84 | 30.96 | 35.19 | -7.30 | 31.24 | 0.67 | 5.79 | -0.31 | 21.73 | 12.47 | -9.98 |
| Sharpe Ratio | NA | 0.28 | 0.34 | 0.15 | 0.38 | NA | NA | 0.39 | 1.68 | -0.59 | 0.81 | -1.08 | 0.69 | 0.97 | 2.93 | -0.57 | 4.00 | 0.03 | 0.39 | -0.03 | 2.00 | 0.93 | -0.58 |
| Standard Deviation(%) | NA | 23.61 | 19.92 | 20.43 | 19.30 | NA | NA | 18.26 | 24.35 | 18.23 | 14.41 | 28.11 | 17.23 | 31.39 | 11.52 | 15.17 | 7.69 | 15.29 | 14.68 | 10.96 | 10.86 | 13.46 | 28.96 |
| Draw Down(%) | NA | 22.96 | 22.96 | 42.39 | 42.39 | NA | NA | 42.39 | 16.56 | 18.22 | 15.51 | 38.04 | 11.96 | 30.06 | 5.62 | 16.83 | 3.21 | 10.47 | 12.88 | 11.38 | 9.35 | 13.79 | 20.72 |
| Yield(%) | 0.00 | 0.24 | 0.10 | 0.07 | 0.92 | 0.97 | 0.72 | 1.03 | 0.00 | 0.27 | 0.00 | 0.00 | 0.00 | 0.07 | 0.30 | 3.70 | 0.61 | 2.10 | 1.26 | 0.54 | 1.13 | 0.68 | 0.00 |
Data as of 07/28/2025, AR inception is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMIX (WCM FOCUSED INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS) |
-7.64%
Dec 2021 - Dec 2024 |
2.91%
Dec 2019 - Dec 2024 |
6.47%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMIX (WCM FOCUSED INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS) |
26.23%
Oct 2018 - Oct 2021 |
19.56%
Oct 2016 - Oct 2021 |
14.18%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart