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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WCM Focused International Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
WCM Focused International Opportunities Fund (WCFOX) has returned -7.79% so far this year and 21.46% over the past 12 months.
WCM Focused International Opportunities Fund
- 1D
- -0.34%
- 1M
- -11.97%
- YTD
- -7.79%
- 6M
- -9.46%
- 1Y
- 21.46%
- 3Y*
- 13.30%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 25, 2021, WCFOX's average daily return is +0.02%, while the average monthly return is +0.38%. At this rate, your investment would double in approximately 15.2 years.
Historically, 53% of months were positive and 47% were negative. The best month was Nov 2023 with a return of +13.2%, 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% | -11.97% | -7.79% | |||||||||
| 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 -5.52%, beta of 1.02, and R² of 0.68 versus S&P 500 Index. Calculated based on daily prices since May 26, 2021.
- This fund participated in 121.96% of S&P 500 Index downside but only 97.22% of its upside — more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -5.52% versus S&P 500 Index — delivering less than market exposure alone would predict.
- With beta of 1.02 and R² of 0.68, 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
- -5.52%
- Beta
- 1.02
- R²
- 0.68
- Upside Capture
- 97.22%
- Downside Capture
- 121.96%
Expense Ratio
WCFOX has a high expense ratio of 1.50%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WCFOX ranks 45 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WCM Focused International Opportunities Fund (WCFOX) and compare them to a chosen benchmark (S&P 500 Index).
| WCFOX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.90 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.39 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.40 | -0.22 |
Martin ratioReturn relative to average drawdown | 4.21 | 6.61 | -2.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore WCFOX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
WCM Focused International Opportunities Fund provided a 0.35% 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 | 0.35% | 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 | |||||||||
| 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 15.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.83% | Sep 24, 2021 | 267 | Oct 14, 2022 | 707 | Aug 12, 2025 | 974 |
| -15.13% | Jan 28, 2026 | 43 | Mar 30, 2026 | — | — | — |
| -9.15% | Oct 28, 2025 | 17 | Nov 20, 2025 | 33 | Jan 9, 2026 | 50 |
| -3.31% | Sep 8, 2021 | 9 | Sep 20, 2021 | 3 | Sep 23, 2021 | 12 |
| -2.74% | Aug 19, 2025 | 10 | Sep 2, 2025 | 4 | Sep 8, 2025 | 14 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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