Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCMUX (WCM Sustainable Developing World Fund Investor Class Shares) | NA | 1.28% | 5.28% | 5.92% | NA | NA | NA | … | … |
Data as of 05/07/2025, Common starting date is 04/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCMUX (WCM Sustainable Developing World Fund Investor Class Shares) | 04/01/2020 | 05/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.28 | 5.28 | 5.92 | NA | NA | NA | … | … | 0.00 | 5.08 | 6.60 | -13.83 | -2.19 | 58.22 |
| Sharpe Ratio | NA | -0.27 | 0.03 | 0.24 | NA | NA | NA | … | … | 0.00 | 0.13 | 0.21 | -0.65 | -0.15 | 4.16 |
| Standard Deviation(%) | NA | 7.80 | 15.15 | 16.16 | NA | NA | NA | … | … | NA | 10.87 | 14.39 | 23.42 | 14.54 | 20.11 |
| Draw Down(%) | NA | 8.39 | 18.01 | 33.02 | NA | NA | NA | … | … | 0.00 | 8.39 | 16.59 | 29.03 | 13.68 | 6.05 |
| Yield(%) | 0.00 | 0.00 | 0.76 | 2.15 | 1.21 | 0.80 | 0.60 | … | … | 0.00 | 0.00 | 1.02 | 1.00 | 3.15 | 4.50 |
Data as of 05/07/2025, Common starting date is 04/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMUX (WCM Sustainable Developing World Fund Investor Class Shares) |
-5.24%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMUX (WCM Sustainable Developing World Fund Investor Class Shares) |
4.68%
May 2020 – May 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart