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WCM Focused International Growth Instl (WCMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.48+0.34 (+1.41%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.06%
5-year average return9.27%
Number of years up9
Number of years down3
Best 1-yr total return (1 May 2024)35.18%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return35.18%
Worst 3-yr total return-1.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWCMIXCategory
YTD11.82%7.01%
1-month2.13%0.44%
3-month11.82%6.77%
1-year17.87%34.50%
3-year2.75%13.81%
5-year11.53%13.83%
10-year9.55%8.22%
Last bull market38.30%17.48%
Last bear market-17.44%-22.43%

Annual total return (%) history

Year
WCMIXCategory
2024
N/AN/A
2023
16.56%N/A
2022
-28.90%N/A
2021
17.02%N/A
2020
32.82%25.48%
2019
35.18%27.83%
2018
-7.30%-14.08%
2017
31.24%30.87%
2016
0.67%-2.14%
2015
5.79%0.95%
2014
-0.30%-3.92%
2013
21.72%18.58%
2012
12.47%17.70%
2011
N/A-12.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.82%N/AN/AN/A
202310.58%3.59%-8.97%11.79%
2022-17.34%-17.44%-8.10%13.36%
2021-0.04%10.67%0.15%5.63%
2020-16.82%25.68%8.70%16.87%
201912.84%9.92%-0.58%9.62%
20181.78%0.87%3.03%-12.37%
201710.62%8.18%4.30%5.15%
20160.33%3.02%4.67%-6.95%
20155.13%0.98%-6.12%6.15%
20141.02%3.02%-4.16%-0.05%
20137.16%-0.86%8.18%5.91%
201211.09%-7.82%4.91%4.69%
2011-18.09%8.56%N/AN/A

Rank in category (by total return)

YTD6
1-month60
3-month6
1-year19
3-year32
5-year6

Load adjusted returns

1-year17.87%
3-year2.75%
5-year11.53%
10-year9.55%