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WCM Focused Emerging Markets Instl (WCMEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.82-0.14 (-1.00%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.13%
5-Year Average Return3.61%
Number of Years Up4
Number of Years Down6
Best 1 Yr Total Return (May 30, 2024)40.90%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return40.90%
Worst 3-Yr Total Return-10.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWCMEXCategory
YTD1.57%8.73%
1-Month-0.07%1.20%
3-Month7.00%5.47%
1-Year4.80%41.79%
3-Year-10.60%11.48%
5-Year2.30%12.18%
10-Year3.79%4.39%
Last Bull Market14.53%17.73%
Last Bear Market-15.38%-25.55%

Annual Total Return (%) History

Year
WCMEXCategory
2024
N/AN/A
2023
4.54%N/A
2022
-30.69%N/A
2021
-1.73%N/A
2020
36.52%17.90%
2019
37.57%19.25%
2018
-12.66%-16.07%
2017
40.90%34.17%
2016
-0.83%8.47%
2015
-7.62%-13.79%
2014
-7.50%-3.01%
2013
N/A-0.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.64%N/AN/AN/A
20233.26%-1.20%-6.24%9.29%
2022-16.44%-15.38%-10.91%10.03%
2021-1.92%8.85%-4.54%-3.58%
2020-21.09%27.34%14.06%19.12%
201917.03%5.04%-1.75%13.92%
20186.41%-6.10%-3.98%-8.97%
201711.00%11.95%5.47%7.50%
20163.68%3.98%4.87%-12.28%
2015-1.95%3.46%-15.59%7.89%
2014-2.28%4.18%-7.65%-1.62%
20132.10%3.13%N/AN/A

Rank In Category (By Total Return)

YTD70
1-Month44
3-Month36
1-Year83
3-Year92
5-Year57

Load Adjusted Returns

1-Year4.80%
3-Year-10.60%
5-Year2.30%
10-Year3.79%