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WCM Focused International Growth Inv (WCMRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.53-0.22 (-0.93%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.79%
5-Year Average Return9.34%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Apr 17, 2024)35.02%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return35.02%
Worst 3-Yr Total Return-1.25%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWCMRXCategory
YTD11.71%7.01%
1-Month2.12%0.44%
3-Month11.71%6.77%
1-Year17.57%34.50%
3-Year2.51%13.81%
5-Year11.26%13.83%
10-Year9.28%8.22%
Last Bull Market38.02%17.48%
Last Bear Market-17.51%-22.43%

Annual Total Return (%) History

Year
WCMRXCategory
2024
N/AN/A
2023
16.29%N/A
2022
-29.06%N/A
2021
16.72%N/A
2020
32.42%25.48%
2019
35.02%27.83%
2018
-7.57%-14.08%
2017
30.89%30.87%
2016
0.47%-2.14%
2015
5.51%0.95%
2014
-0.60%-3.92%
2013
21.57%18.58%
2012
12.19%17.70%
2011
N/A-12.30%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.71%N/AN/AN/A
202310.49%3.49%-9.04%11.80%
2022-17.35%-17.51%-8.18%13.34%
2021-0.12%10.62%0.07%5.56%
2020-16.87%25.53%8.64%16.81%
201912.81%9.90%-0.64%9.60%
20181.72%0.81%2.98%-12.48%
201710.48%8.13%4.25%5.09%
20160.25%3.03%4.61%-7.01%
20155.06%0.90%-6.15%6.05%
20140.93%2.95%-4.25%-0.09%
20137.18%-0.96%8.12%5.93%
201211.10%-7.83%4.69%4.65%
20118.44%N/AN/AN/A

Rank In Category (By Total Return)

YTD7
1-Month62
3-Month7
1-Year22
3-Year35
5-Year7

Load Adjusted Returns

1-Year17.57%
3-Year2.51%
5-Year11.26%
10-Year9.28%