Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFGGX (WCM FOCUSED GLOBAL GROWTH FUND INVESTOR CLASS) | 9.24% | 21.08% | 25.90% | 8.47% | 13.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFGGX (WCM FOCUSED GLOBAL GROWTH FUND INVESTOR CLASS) | 07/02/2013 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.03 | 21.08 | 25.90 | 8.47 | 13.11 | NA | NA | … | … | 9.24 | 25.26 | 30.71 | 26.13 | -33.10 | 3.74 | 34.36 | 33.45 | -3.52 | 27.30 | 3.72 | 11.00 | -3.39 | 20.56 |
| Sharpe Ratio | NA | 1.22 | 1.30 | 0.29 | 0.60 | NA | NA | … | … | 1.04 | 1.06 | 1.77 | 1.57 | -1.23 | 0.20 | 1.10 | 2.49 | -0.30 | 3.77 | 0.25 | 0.75 | -0.24 | 4.25 |
| Standard Deviation(%) | NA | 17.70 | 17.89 | 20.43 | 19.34 | NA | NA | … | … | 21.46 | 21.11 | 15.31 | 14.44 | 28.23 | 18.71 | 30.81 | 12.82 | 16.22 | 7.09 | 14.14 | 14.59 | 14.39 | 10.66 |
| Draw Down(%) | NA | 12.62 | 20.15 | 42.90 | 42.90 | NA | NA | … | … | 12.62 | 20.15 | 8.58 | 11.46 | 35.16 | 16.54 | 28.23 | 6.23 | 18.18 | 2.86 | 12.32 | 11.54 | 11.88 | 4.25 |
| Yield(%) | 0.00 | 4.89 | 4.77 | 2.15 | 3.89 | 3.57 | 2.68 | … | … | 0.00 | 5.50 | 6.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.34 | 2.73 | 1.85 | 12.04 | 0.42 | 1.25 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFGGX (WCM FOCUSED GLOBAL GROWTH FUND INVESTOR CLASS) |
-5.42%
Nov 2020 – Nov 2023 |
3.73%
Dec 2017 – Dec 2022 |
6.92%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFGGX (WCM FOCUSED GLOBAL GROWTH FUND INVESTOR CLASS) |
28.67%
Sep 2022 – Sep 2025 |
19.91%
Oct 2016 – Oct 2021 |
13.85%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
