Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCMJX (WCM Focused Small Cap Fund Investor Class Shares) | 6.28% | -7.46% | 7.08% | 6.06% | 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 |
|---|---|---|
| WCMJX (WCM Focused Small Cap Fund Investor 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 | -7.46 | 7.08 | 6.06 | NA | NA | NA | … | … | 6.28 | -9.08 | 12.61 | 23.83 | -13.93 | 18.91 | -0.76 | 5.41 |
| Sharpe Ratio | NA | -0.50 | 0.18 | 0.19 | NA | NA | NA | … | … | 9.71 | -0.59 | 0.54 | 1.20 | -0.61 | 0.99 | -0.02 | 3.22 |
| Standard Deviation(%) | NA | 20.40 | 17.93 | 19.77 | NA | NA | NA | … | … | 12.56 | 20.47 | 16.51 | 16.96 | 25.21 | 19.16 | 43.25 | 11.55 |
| Draw Down(%) | NA | 20.57 | 23.46 | 23.46 | NA | NA | NA | … | … | 0.86 | 21.71 | 7.79 | 15.49 | 21.33 | 10.13 | 45.48 | 2.31 |
| Yield(%) | 3.66 | 60.86 | 29.42 | 19.52 | 10.49 | 6.99 | 5.25 | … | … | 3.87 | 62.77 | 16.35 | 0.99 | 1.55 | 7.31 | 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 |
|---|---|---|---|---|
| WCMJX (WCM Focused Small Cap Fund Investor Class Shares) |
0.52%
Dec 2019 – Dec 2022 |
5.35%
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 |
|---|---|---|---|---|
| WCMJX (WCM Focused Small Cap Fund Investor Class Shares) |
18.59%
Mar 2020 – Mar 2023 |
14.73%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart