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WCM International Small Cap Growth Instl (WCMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.13-0.18 (-0.89%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.15%
5-year average return8.43%
Number of years up5
Number of years down3
Best 1-yr total return (13 Jun 2024)55.33%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return55.33%
Worst 3-yr total return-6.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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