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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WCM Focused Emerging Markets Fund Institutional Class, 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 Emerging Markets Fund Institutional Class (WCMEX) has returned 0.31% so far this year and 32.76% over the past 12 months. Over the last ten years, WCMEX has returned 8.57% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
WCM Focused Emerging Markets Fund Institutional Class
- 1D
- -0.10%
- 1M
- -9.79%
- YTD
- 0.31%
- 6M
- 0.46%
- 1Y
- 32.76%
- 3Y*
- 13.69%
- 5Y*
- 1.06%
- 10Y*
- 8.57%
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 Jul 2, 2013, WCMEX's average daily return is +0.03%, while the average monthly return is +0.62%. At this rate, your investment would double in approximately 9.3 years.
Historically, 55% of months were positive and 45% were negative. The best month was Nov 2022 with a return of +15.2%, while the worst month was Mar 2020 at -17.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.
On a daily basis, WCMEX closed higher 51% of trading days. The best single day was Mar 16, 2022 with a return of +6.9%, while the worst single day was Mar 16, 2020 at -9.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.15% | 2.81% | -9.79% | 0.31% | |||||||||
| 2025 | 3.12% | -2.30% | -1.41% | 2.25% | 8.28% | 8.14% | 1.77% | 3.42% | 4.88% | 2.58% | -3.02% | 0.67% | 31.46% |
| 2024 | -5.07% | 5.03% | 1.95% | -0.07% | 1.54% | 2.32% | -3.11% | 3.94% | 4.49% | -0.34% | 0.88% | -1.40% | 10.07% |
| 2023 | 8.62% | -6.36% | 1.53% | -1.88% | -3.07% | 3.87% | 1.45% | -4.80% | -2.92% | -3.00% | 8.12% | 4.22% | 4.54% |
| 2022 | -6.53% | -6.36% | -4.53% | -9.23% | -0.85% | -5.98% | 0.45% | 0.45% | -11.71% | -2.30% | 15.23% | -2.27% | -30.70% |
| 2021 | 1.21% | 0.05% | -3.14% | 3.19% | 3.44% | 1.98% | -5.01% | 4.68% | -3.99% | 2.13% | -6.25% | 0.77% | -1.67% |
Benchmark Metrics
WCM Focused Emerging Markets Fund Institutional Class has an annualized alpha of -1.90%, beta of 0.78, and R² of 0.56 versus S&P 500 Index. Calculated based on daily prices since July 03, 2013.
- This fund participated in 94.73% of S&P 500 Index downside but only 74.41% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- -1.90%
- Beta
- 0.78
- R²
- 0.56
- Upside Capture
- 74.41%
- Downside Capture
- 94.73%
Expense Ratio
WCMEX has a high expense ratio of 1.26%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WCMEX ranks 81 for risk / return — in the top 81% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WCM Focused Emerging Markets Fund Institutional Class (WCMEX) and compare them to a chosen benchmark (S&P 500 Index).
| WCMEX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 0.90 | +0.73 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.39 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.21 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.40 | +0.68 |
Martin ratioReturn relative to average drawdown | 7.69 | 6.61 | +1.08 |
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 WCMEX 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 Emerging Markets Fund Institutional Class provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 | $0.82 | $0.17 | $0.05 | $0.08 | $0.09 | $0.07 | $0.04 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.46% | 0.47% | 4.37% | 0.87% | 0.37% | 0.76% | 0.76% | 0.76% | 0.42% |
Monthly Dividends
The table displays the monthly dividend distributions for WCM Focused Emerging Markets Fund Institutional Class. 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 | $0.00 | $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 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.82 |
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 Emerging Markets Fund Institutional Class. 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 Emerging Markets Fund Institutional Class was 46.05%, occurring on Oct 24, 2022. Recovery took 815 trading sessions.
The current WCM Focused Emerging Markets Fund Institutional Class drawdown is 10.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.05% | Feb 17, 2021 | 426 | Oct 24, 2022 | 815 | Jan 27, 2026 | 1241 |
| -31.52% | Jan 21, 2020 | 44 | Mar 23, 2020 | 72 | Jul 6, 2020 | 116 |
| -25.94% | Jul 7, 2014 | 311 | Sep 28, 2015 | 407 | May 10, 2017 | 718 |
| -25.33% | Jan 29, 2018 | 191 | Oct 29, 2018 | 250 | Oct 28, 2019 | 441 |
| -11.39% | Oct 22, 2013 | 71 | Feb 3, 2014 | 104 | Jul 2, 2014 | 175 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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