WCM Focused International Opportunities Fund (WCFOX)
The fund primarily invests in equities of small- to mid-cap companies outside the US, focusing on emerging and frontier market countries.
Fund Info
Mar 29, 2021
$1,000
Large-Cap
Growth
Expense Ratio
WCFOX has a high expense ratio of 1.50%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
WCM Focused International Opportunities Fund (WCFOX) returned 17.04% year-to-date (YTD) and 20.12% over the past 12 months.
WCFOX
17.04%
9.76%
13.35%
20.12%
13.40%
N/A
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of WCFOX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.10% | -0.19% | -4.86% | 6.85% | 9.76% | 17.04% | |||||||
| 2024 | -1.05% | 4.76% | 2.22% | -7.41% | 4.59% | -0.92% | 0.41% | 2.87% | -0.40% | -2.30% | 5.43% | -3.15% | 4.35% |
| 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% | 25.66% |
| 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 | 0.30% | 8.18% | 2.58% | 5.66% | 1.87% | 5.18% | -5.24% | 4.10% | -5.55% | 0.63% | 18.14% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WCFOX is 67, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WCM Focused International Opportunities Fund (WCFOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
WCM Focused International Opportunities Fund provided a 1.53% dividend yield over the last twelve months, with an annual payout of $0.18 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Dividend | $0.18 | $0.18 | $0.02 | $0.00 | $0.01 |
Dividend yield | 1.53% | 1.79% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 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 49.82%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current WCM Focused International Opportunities Fund drawdown is 10.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.82% | Sep 24, 2021 | 267 | Oct 14, 2022 | — | — | — |
| -6.79% | Apr 30, 2021 | 9 | May 12, 2021 | 11 | May 27, 2021 | 20 |
| -3.31% | Sep 8, 2021 | 9 | Sep 20, 2021 | 3 | Sep 23, 2021 | 12 |
| -2.18% | Jul 15, 2021 | 3 | Jul 19, 2021 | 3 | Jul 22, 2021 | 6 |
| -1.87% | Aug 6, 2021 | 4 | Aug 11, 2021 | 8 | Aug 23, 2021 | 12 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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