Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCMNX (WCM Small Cap Growth Fund Investor Class Shares) | 7.60% | 22.48% | 9.41% | 1.01% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCMNX (WCM Small Cap Growth Fund Investor Class Shares) | 10/31/2019 | 06/05/2026 |
| 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 (%) | -2.67 | 22.48 | 9.41 | 1.01 | NA | NA | NA | … | … | 7.60 | 7.82 | 4.02 | 15.64 | -23.47 | 5.06 | 38.85 | 5.24 |
| Sharpe Ratio | NA | 1.24 | 0.37 | -0.03 | NA | NA | NA | … | … | 1.09 | 0.20 | 0.02 | 0.60 | -0.72 | 0.24 | 0.95 | 3.77 |
| Standard Deviation(%) | NA | 20.80 | 21.81 | 24.66 | NA | NA | NA | … | … | 23.25 | 25.25 | 19.19 | 20.11 | 34.68 | 21.26 | 40.37 | 9.49 |
| Draw Down(%) | NA | 16.38 | 30.18 | 38.13 | NA | NA | NA | … | … | 16.38 | 27.78 | 10.60 | 18.43 | 33.69 | 12.62 | 40.70 | 2.57 |
| Yield(%) | 0.00 | 1.11 | 0.40 | 1.85 | 1.58 | 1.06 | 0.79 | … | … | 0.00 | 1.06 | 0.00 | 0.00 | 0.14 | 9.02 | 1.47 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| WCMNX (WCM Small Cap Growth Fund Investor Class Shares) |
-5.61%
Apr 2021 – Apr 2024 |
-0.67%
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 |
|---|---|---|---|---|
| WCMNX (WCM Small Cap Growth Fund Investor Class Shares) |
17.61%
Mar 2020 – Mar 2023 |
9.77%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart