UK markets closed

WCM Alternatives Event-Driven Instl (WCEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.72+0.03 (+0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.28%
5-year average return3.22%
Number of years up7
Number of years down2
Best 1-yr total return (27 Jun 2024)11.13%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return11.13%
Worst 3-yr total return1.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWCEIXCategory
YTD-0.19%4.64%
1-month0.57%-0.23%
3-month-0.09%1.87%
1-year6.69%13.76%
3-year-0.22%6.25%
5-year3.45%5.34%
10-year3.21%4.15%
Last bull market4.73%8.78%
Last bear market-5.45%-6.83%

Annual total return (%) history

Year
WCEIXCategory
2024
N/AN/A
2023
5.86%N/A
2022
-2.79%N/A
2021
1.75%N/A
2020
6.55%6.69%
2019
11.13%7.68%
2018
5.27%1.61%
2017
4.72%4.30%
2016
2.86%4.11%
2015
-2.08%-0.75%
2014
N/A1.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.75%N/AN/AN/A
20230.97%-0.77%2.60%2.98%
2022-0.19%-5.45%0.60%2.39%
20212.46%1.55%-2.37%0.17%
2020-12.72%6.76%3.51%10.46%
20194.54%1.51%1.95%2.72%
20180.98%4.19%0.47%-0.41%
20171.53%2.61%0.00%0.52%
20160.83%-0.52%1.24%1.28%
20151.97%-1.16%-4.31%1.52%
20142.94%-1.33%0.16%N/A

Rank in category (by total return)

YTD66
1-month47
3-month66
1-year53
3-year72
5-year47

Load adjusted returns

1-year6.69%
3-year-0.22%
5-year3.45%
10-year3.21%