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WCMIX: WCM FOCUSED INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 26.84 0.9(3.24%) June 05
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 06/08/2011 |
| Last Dividend Date: | 12/08/2025 |
| 12-Mo. Yield | 5.48% |
| Expenses | 1.04% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.6 | 7.9 | 6.3 | 13.3 | 3.5 | 10.5 | 9.0 | 20.9 | 7.0 | 16.6 | -29.0 | 11.8 | 31.0 | 35.2 | -7.3 | 31.2 | 0.7 | 5.8 | -0.3 | 21.7 | 12.5 | -10.0 |
| Sharpe Ratio | NA | 0.75 | 0.21 | 0.57 | 0.05 | 0.46 | 0.44 | 0.91 | 0.23 | 0.91 | -1.09 | 0.69 | 0.97 | 2.93 | -0.57 | 3.99 | 0.03 | 0.39 | -0.03 | 2.0 | 0.93 | -0.58 |
| Draw Down(%) | NA | 12.9 | 12.9 | 16.6 | 42.4 | 42.4 | 42.4 | 16.6 | 8.7 | 15.5 | 38.0 | 12.0 | 30.1 | 5.6 | 16.8 | 3.2 | 10.5 | 12.9 | 11.4 | 9.4 | 13.8 | 20.7 |
| Standard Deviation(%) | NA | 22.4 | 17.3 | 17.6 | 19.8 | 19.1 | 18.0 | 20.0 | 14.6 | 14.4 | 28.1 | 17.2 | 31.4 | 11.5 | 15.2 | 7.7 | 15.3 | 14.7 | 11.0 | 10.9 | 13.5 | 29.0 |
| Treynor Ratio | NA | 0.18 | 0.04 | 0.12 | 0.01 | 0.11 | 0.1 | 0.2 | 0.04 | 0.18 | -0.38 | 0.15 | 0.33 | 0.48 | -0.11 | 0.44 | 0.01 | 0.07 | 0.0 | 0.29 | 0.17 | -0.21 |
| Alpha | NA | 0.06 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | -0.02 | 0.05 | -0.06 | 0.04 | 0.01 | 0.01 | 0.0 | 0.02 | 0.02 | 0.02 | -0.01 | 0.02 |
| Beta | NA | 0.91 | 0.84 | 0.85 | 0.82 | 0.83 | 0.82 | 0.91 | 0.81 | 0.73 | 0.8 | 0.76 | 0.94 | 0.71 | 0.76 | 0.7 | 0.82 | 0.85 | 0.78 | 0.74 | 0.73 | 0.81 |
| RSquared | NA | 0.85 | 0.81 | 0.82 | 0.83 | 0.83 | 0.85 | 0.86 | 0.8 | 0.79 | 0.88 | 0.76 | 0.85 | 0.79 | 0.87 | 0.69 | 0.88 | 0.88 | 0.78 | 0.83 | 0.86 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 6.5 | 12.4 | 0.8 | 0.0 | 0.0 | 0.1 | 0.3 | 3.7 | 0.6 | 2.1 | 1.3 | 0.5 | 1.1 | 0.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -48.7 | 1767.1 | N/A | N/A | -100.0 | -66.7 | -92.8 | 701.6 | -71.0 | 72.6 | 131.7 | -43.8 | 83.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2011
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