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WCM SMID Quality Val Fd Investor (WCMJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.98-0.04 (-0.31%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.45%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down2
Best 1 Yr Total Return (Jul 4, 2024)23.83%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return23.83%
Worst 3-Yr Total Return0.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWCMJXCategory
YTD7.78%26.79%
1-Month-0.91%-1.77%
3-Month-3.12%4.45%
1-Year12.73%71.02%
3-Year6.61%9.35%
5-Year0.00%12.17%
10-Year0.00%9.95%
Last Bull Market32.13%28.07%
Last Bear Market-9.17%-24.24%

Annual Total Return (%) History

Year
WCMJXCategory
2024
N/AN/A
2023
23.83%N/A
2022
-13.91%N/A
2021
18.90%N/A
2020
-0.76%4.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.26%-3.12%N/AN/A
20238.64%8.98%-5.84%11.07%
2022-6.36%-9.17%-6.87%8.68%
202111.49%1.12%-3.65%9.47%
2020-33.84%20.98%0.24%23.70%

Rank In Category (By Total Return)

YTD5
1-Month5
3-Month32
1-Year36
3-Year15
5-YearN/A

Load Adjusted Returns

1-Year12.73%
3-Year6.61%
5-YearN/A
10-YearN/A