- Issuer
- WCM
- Inception Date
- Mar 29, 2021
- Category
- Foreign Small & Mid Cap Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
WCFOX Performance Chart
WCM Focused International Opportunities Fund (WCFOX) is up 9.7% since the beginning of the year. WCFOX is currently trading at $14 per share. Investors who bought $1,000 worth of WCFOX shares 5 years ago would now be looking at an investment worth $1,224.
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Returns By Period
WCM Focused International Opportunities Fund (WCFOX) has returned 9.66% so far this year and 16.07% over the past 12 months.
WCM Focused International Opportunities Fund
- 1D
- 3.83%
- 1M
- -4.48%
- 6M
- 3.38%
- YTD
- 9.66%
- 1Y
- 16.07%
- 3Y*
- 17.67%
- 5Y*
- 4.13%
- 10Y*
- —
- ALL TIME*
- 5.69%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
WCFOX Monthly Returns History
Based on dividend-adjusted daily data since May 25, 2021, WCFOX's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, an investment would double in approximately 9.1 years.
Historically, 54% of months were positive and 46% were negative. The best month was Apr 2026 with a return of +13.3%, while the worst month was Jan 2022 at -14.3%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 6 months.
On a daily basis, WCFOX closed higher 50% of trading days. The best single day was Apr 9, 2025 with a return of +8.8%, while the worst single day was Apr 4, 2025 at -7.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.07% | -1.25% | -9.14% | 13.26% | 4.99% | 3.58% | -6.45% | 9.66% | |||||
| 2025 | 5.10% | -0.19% | -4.86% | 6.85% | 9.76% | 8.20% | -0.64% | 1.87% | 4.46% | 0.91% | -3.17% | 0.48% | 31.45% |
| 2024 | -1.05% | 4.76% | 2.22% | -7.41% | 4.59% | -0.92% | 0.41% | 2.87% | -0.40% | -2.30% | 5.43% | -1.50% | 6.14% |
| 2023 | 10.24% | -3.10% | 4.05% | 0.59% | -0.23% | 2.82% | 2.86% | -3.67% | -4.97% | -6.20% | 13.21% | 9.55% | 25.65% |
| 2022 | -14.32% | -4.55% | -1.87% | -12.04% | -3.72% | -9.73% | 8.43% | -5.61% | -11.47% | 4.88% | 12.94% | -1.93% | -35.42% |
| 2021 | 1.09% | 5.66% | 1.87% | 5.18% | -5.24% | 4.10% | -5.55% | 0.63% | 7.30% |
Benchmark Metrics
WCM Focused International Opportunities Fund has an annualized alpha of -5.10%, beta of 1.05, and R2 of 0.67 versus S&P 500 Index. Calculated based on daily prices since May 25, 2021.
- This fund participated in 123.65% of S&P 500 Index downside but only 99.68% of its upside - more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -5.10% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 1.05 and R2 of 0.67, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -5.10%
- Beta
- 1.05
- R²
- 0.67
- Upside Capture
- 99.68%
- Downside Capture
- 123.65%
Expense Ratio
WCFOX has a high expense ratio of 1.50%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WCFOX ranks 18 for risk / return — above 18% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for WCM Focused International Opportunities Fund (WCFOX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WCFOX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.25 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.99 | 2.00 | -1.01 |
| Martin ratioReturn relative to average drawdown | 3.10 | 8.49 | -5.40 |
Dividends
Dividend History
WCM Focused International Opportunities Fund provided a 0.30% dividend yield over the last twelve months, with an annual payout of $0.04 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $0.04 | $0.04 | $0.35 | $0.02 | $0.00 | $0.01 |
Dividend yield | 0.30% | 0.33% | 3.57% | 0.24% | 0.00% | 0.12% |
Monthly Dividends
The table displays the monthly dividend distributions for WCM Focused International Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.01 | $0.01 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WCM Focused International Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WCM Focused International Opportunities Fund was 49.83%, occurring on Oct 14, 2022. Recovery took 707 trading sessions.
The current WCM Focused International Opportunities Fund drawdown is 8.33%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-49.83%Oct 2022 | 1y 20d | 2y 10mo | 3y 10moSep 2021 - Aug 2025 | Bear market2022 |
-15.13%Mar 2026 | 2mo 1d | 1mo 6d | 3mo 7dJan 2026 - May 2026 | — |
-11.72%Jul 2026 | 1mo 6d | — | 1mo 10dJun 2026 - now | — |
-9.15%Nov 2025 | 23d | 1mo 20d | 2mo 13dOct 2025 - Jan 2026 | — |
-5.67%Jun 2026 | 7d | 5d | 12dJun 2026 - Jun 2026 | — |
Drawdown Indicators
| WCFOX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.83% | -56.78% | +6.95% |
Max Drawdown (1Y)Largest decline over 1 year | -15.13% | -9.10% | -6.03% |
Max Drawdown (3Y)Largest decline over 3 years | -19.34% | -18.90% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -49.83% | -25.43% | -24.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -8.33% | -1.58% | -6.75% |
Average DrawdownAverage peak-to-trough decline | -21.16% | -10.70% | -10.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 2.14% | +2.68% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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