Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLIVX (WCM Focused International Value Fund Investor Class Shares) | 10.10% | 29.50% | 24.81% | 9.83% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLIVX (WCM Focused International Value Fund Investor Class Shares) | 06/30/2020 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.12 | 29.50 | 24.81 | 9.83 | NA | NA | NA | … | … | 10.10 | 40.76 | 12.14 | 18.07 | -26.40 | 17.37 | 31.41 |
| Sharpe Ratio | NA | 1.54 | 1.26 | 0.40 | NA | NA | NA | … | … | 1.01 | 1.96 | 0.60 | 1.00 | -1.13 | 1.23 | 4.43 |
| Standard Deviation(%) | NA | 17.73 | 17.26 | 18.48 | NA | NA | NA | … | … | 22.11 | 19.46 | 14.12 | 14.52 | 24.72 | 14.11 | 16.05 |
| Draw Down(%) | NA | 11.65 | 16.44 | 37.88 | NA | NA | NA | … | … | 11.65 | 16.44 | 6.88 | 11.87 | 36.64 | 6.97 | 6.60 |
| Yield(%) | 0.00 | 2.53 | 2.02 | 1.05 | 0.77 | 0.51 | 0.38 | … | … | 0.00 | 3.03 | 1.48 | 0.76 | 0.24 | 0.03 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLIVX (WCM Focused International Value Fund Investor Class Shares) |
-0.86%
Dec 2021 – Dec 2024 |
8.78%
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 |
|---|---|---|---|---|
| WLIVX (WCM Focused International Value Fund Investor Class Shares) |
28.28%
Sep 2022 – Sep 2025 |
14.52%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart