Canada markets open in 1 hour 41 minutes

WCM International Small Cap Growth Instl (WCMSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
20.33-0.01 (-0.05%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.84%
5-Year Average Return8.39%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (Jun 24, 2024)55.33%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return55.33%
Worst 3-Yr Total Return-6.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWCMSXCategory
YTD2.38%7.70%
1-Month5.36%0.28%
3-Month-0.10%7.17%
1-Year17.07%42.00%
3-Year-7.71%13.14%
5-Year9.21%14.91%
10-Year0.00%9.64%
Last Bull Market31.45%19.05%
Last Bear Market-25.60%-21.47%

Annual Total Return (%) History

Year
WCMSXCategory
2024
N/AN/A
2023
22.26%N/A
2022
-42.12%N/A
2021
16.59%N/A
2020
55.33%28.40%
2019
44.00%27.78%
2018
-8.82%-18.34%
2017
42.35%36.19%
2016
-0.30%-2.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.83%N/AN/AN/A
20238.61%3.57%-6.90%16.73%
2022-20.22%-25.60%-11.35%10.01%
2021-0.45%11.77%5.07%-0.27%
2020-20.87%43.49%13.50%20.53%
201917.97%7.04%0.38%13.60%
20187.22%5.35%1.75%-20.67%
20179.56%12.82%6.93%7.70%
20160.40%2.08%7.46%-9.47%

Rank In Category (By Total Return)

YTD53
1-Month25
3-Month79
1-Year24
3-Year71
5-Year10

Load Adjusted Returns

1-Year17.07%
3-Year-7.71%
5-Year9.21%
10-YearN/A