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WCM Focused Emerging Markets Instl (WCMEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.22-0.06 (-0.42%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.57%
5-year average return4.17%
Number of years up4
Number of years down6
Best 1-yr total return (19 May 2024)40.90%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return40.90%
Worst 3-yr total return-10.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%