- Issuer
- WCM
- Inception Date
- Jun 28, 2013
- Category
- Emerging Markets Equities
- Index Tracked
- No Index (Active)
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
WCMEX Performance Chart
WCM Focused Emerging Markets Fund Institutional Class (WCMEX) is up 15.9% since the beginning of the year. WCMEX is currently trading at $22 per share. Investors who bought $1,000 worth of WCMEX shares 5 years ago would now be looking at an investment worth $1,179.
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Returns By Period
WCM Focused Emerging Markets Fund Institutional Class (WCMEX) has returned 15.94% so far this year and 28.90% over the past 12 months. Over the last ten years, WCMEX has returned 9.37% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
WCM Focused Emerging Markets Fund Institutional Class
- 1D
- 3.93%
- 1M
- -6.22%
- 6M
- 7.20%
- YTD
- 15.94%
- 1Y
- 28.90%
- 3Y*
- 19.22%
- 5Y*
- 3.34%
- 10Y*
- 9.37%
- ALL TIME*
- 7.10%
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%
WCMEX Monthly Returns History
Based on dividend-adjusted daily data since Jul 2, 2013, WCMEX's average daily return is +0.03%, while the average monthly return is +0.70%. At this rate, an investment would double in approximately 8.3 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% | -8.16% | 12.93% | 7.42% | 3.12% | -9.25% | 15.94% | |||||
| 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 -1.78%, beta of 0.80, and R2 of 0.55 versus S&P 500 Index. Calculated based on daily prices since July 02, 2013.
- This fund participated in 97.18% of S&P 500 Index downside but only 76.86% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -1.78%
- Beta
- 0.80
- R²
- 0.55
- Upside Capture
- 76.86%
- Downside Capture
- 97.18%
Expense Ratio
WCMEX has a high expense ratio of 1.26%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WCMEX ranks 35 for risk / return — above 35% of mutual funds peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for WCM Focused Emerging Markets Fund Institutional Class (WCMEX) 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.
| WCMEX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | 2.00 | -0.20 |
| Martin ratioReturn relative to average drawdown | 6.08 | 8.49 | -2.42 |
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 | $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 11.15%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-46.05%Oct 2022 | 1y 8mo | 3y 3mo | 4y 11moFeb 2021 - Jan 2026 | Bear market2022 |
-31.52%Mar 2020 | 2mo 2d | 3mo 15d | 5mo 17dJan 2020 - Jul 2020 | COVID crash2020 |
-25.94%Sep 2015 | 1y 2mo | 1y 7mo | 2y 10moJul 2014 - May 2017 | — |
-25.33%Oct 2018 | 9mo 3d | 12mo 4d | 1y 9moJan 2018 - Oct 2019 | Rate-hike selloffLate 2018 |
-14.51%Jul 2026 | 1mo 6d | — | 1mo 10dJun 2026 - now | — |
Drawdown Indicators
| WCMEX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.05% | -56.78% | +10.73% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -9.10% | -5.41% |
Max Drawdown (3Y)Largest decline over 3 years | -19.05% | -18.90% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -44.77% | -25.43% | -19.34% |
Max Drawdown (10Y)Largest decline over 10 years | -46.05% | -33.92% | -12.13% |
Current DrawdownCurrent decline from peak | -11.15% | -1.58% | -9.57% |
Average DrawdownAverage peak-to-trough decline | -14.59% | -10.70% | -3.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.29% | 2.14% | +2.15% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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