Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCMSX (WCM INTERNATIONAL SMALL CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) | 10.76% | 11.66% | 14.91% | 0.72% | 12.16% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCMSX (WCM INTERNATIONAL SMALL CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) | 12/01/2015 | 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 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.87 | 11.66 | 14.91 | 0.72 | 12.16 | NA | NA | … | … | 10.76 | 18.05 | 4.33 | 22.26 | -42.12 | 16.65 | 55.36 | 45.01 | -8.82 | 42.35 | -0.30 | 1.28 |
| Sharpe Ratio | NA | 1.06 | 0.84 | -0.02 | 0.57 | NA | NA | … | … | 2.12 | 0.84 | 0.05 | 1.13 | -1.41 | 1.01 | 1.71 | 3.14 | -0.55 | 5.04 | -0.03 | 1.32 |
| Standard Deviation(%) | NA | 17.10 | 17.62 | 20.79 | 20.16 | NA | NA | … | … | 21.84 | 18.52 | 15.50 | 16.56 | 31.04 | 16.49 | 31.98 | 13.85 | 18.55 | 8.31 | 15.46 | 12.37 |
| Draw Down(%) | NA | 9.81 | 19.37 | 51.60 | 51.60 | NA | NA | … | … | 8.68 | 18.77 | 11.61 | 19.37 | 47.81 | 12.76 | 34.31 | 7.00 | 26.09 | 4.02 | 11.92 | 3.89 |
| Yield(%) | 0.00 | 0.81 | 0.86 | 2.32 | 4.66 | 3.30 | 2.47 | … | … | 0.00 | 0.95 | 1.38 | 0.00 | 0.00 | 10.83 | 4.08 | 0.83 | 3.52 | 1.54 | 0.00 | 0.57 |
Data as of 06/05/2026, Common starting date is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMSX (WCM INTERNATIONAL SMALL CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) |
-10.99%
Oct 2021 – Oct 2024 |
0.34%
Dec 2020 – Dec 2025 |
11.59%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMSX (WCM INTERNATIONAL SMALL CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) |
38.00%
Dec 2018 – Dec 2021 |
27.81%
Dec 2016 – Dec 2021 |
13.24%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart