Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCMLX (WCM Small Cap Growth Fund Institutional Class Shares) | 11.48% | 27.26% | 10.95% | 2.21% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCMLX (WCM Small Cap Growth Fund Institutional Class Shares) | 10/31/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 27.26 | 10.95 | 2.21 | NA | NA | NA | … | … | 11.48 | 8.03 | 4.30 | 15.88 | -23.26 | 5.40 | 39.14 | 5.24 |
| Sharpe Ratio | NA | 1.25 | 0.39 | -0.02 | NA | NA | NA | … | … | 1.11 | 0.20 | 0.04 | 0.62 | -0.71 | 0.25 | 0.96 | 3.80 |
| Standard Deviation(%) | NA | 20.76 | 21.79 | 24.63 | NA | NA | NA | … | … | 23.23 | 25.25 | 19.17 | 20.05 | 34.67 | 21.21 | 40.22 | 9.41 |
| Draw Down(%) | NA | 16.26 | 30.08 | 38.06 | NA | NA | NA | … | … | 16.26 | 27.71 | 10.61 | 18.35 | 33.64 | 12.61 | 40.67 | 2.57 |
| Yield(%) | 0.00 | 1.10 | 0.39 | 1.87 | 1.58 | 1.06 | 0.79 | … | … | 0.00 | 1.04 | 0.00 | 0.00 | 0.14 | 9.00 | 1.47 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| WCMLX (WCM Small Cap Growth Fund Institutional Class Shares) |
-5.38%
Apr 2021 – Apr 2024 |
-0.40%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMLX (WCM Small Cap Growth Fund Institutional Class Shares) |
17.93%
Mar 2020 – Mar 2023 |
10.05%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart