- ISIN
- US4614184442
- CUSIP
- 461418444
- Issuer
- WCM
- Inception Date
- May 30, 2011
- Category
- Foreign Large Cap Equities
- Min. Investment
- $100,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
WCMIX Performance Chart
WCM Focused International Growth Fund (WCMIX) is up 12.1% since the beginning of the year. WCMIX is currently trading at $28 per share. Investors who bought $1,000 worth of WCMIX shares 5 years ago would now be looking at an investment worth $1,239.
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Returns By Period
WCM Focused International Growth Fund (WCMIX) has returned 12.14% so far this year and 14.14% over the past 12 months. Over the last ten years, WCMIX has returned 11.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
WCM Focused International Growth Fund
- 1D
- 3.41%
- 1M
- -1.59%
- 6M
- 4.93%
- YTD
- 12.14%
- 1Y
- 14.14%
- 3Y*
- 13.70%
- 5Y*
- 4.38%
- 10Y*
- 11.09%
- ALL TIME*
- 9.51%
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%
WCMIX Monthly Returns History
Based on dividend-adjusted daily data since Jun 1, 2011, WCMIX's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.
Historically, 62% of months were positive and 38% were negative. The best month was Nov 2022 with a return of +12.4%, while the worst month was Sep 2011 at -13.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, WCMIX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +10.0%, while the worst single day was Mar 16, 2020 at -11.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.87% | 2.48% | -9.83% | 9.16% | 3.77% | 3.45% | -3.09% | 12.14% | |||||
| 2025 | 6.85% | 2.75% | -4.23% | 4.94% | 8.91% | 4.55% | -4.57% | 1.34% | 4.27% | -1.20% | -4.00% | 0.62% | 20.92% |
| 2024 | 2.28% | 7.04% | 2.13% | -5.93% | 4.72% | 0.12% | 0.36% | 5.28% | -0.94% | -3.62% | 2.29% | -6.01% | 6.96% |
| 2023 | 9.10% | -2.75% | 4.22% | 0.55% | -0.32% | 3.35% | 0.40% | -4.42% | -5.14% | -3.61% | 10.37% | 5.07% | 16.56% |
| 2022 | -12.39% | -6.02% | 0.39% | -9.79% | -1.31% | -7.27% | 10.22% | -6.87% | -10.47% | 6.16% | 12.37% | -4.97% | -28.90% |
| 2021 | -0.44% | 0.12% | 0.28% | 5.82% | 2.48% | 2.05% | 2.67% | 3.42% | -5.68% | 5.43% | -3.53% | 3.90% | 17.08% |
Benchmark Metrics
WCM Focused International Growth Fund has an annualized alpha of -0.73%, beta of 0.91, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since June 01, 2011.
- This fund participated in 100.66% of S&P 500 Index downside but only 90.96% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.91 and R2 of 0.75, 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
- -0.73%
- Beta
- 0.91
- R²
- 0.75
- Upside Capture
- 90.96%
- Downside Capture
- 100.66%
Expense Ratio
WCMIX has a high expense ratio of 1.04%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WCMIX ranks 17 for risk / return — above 17% 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 Growth Fund (WCMIX) 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.
| WCMIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.77 | ||
| Sortino ratioReturn per unit of downside risk | -0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.25 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | 2.00 | -1.03 |
| Martin ratioReturn relative to average drawdown | 2.92 | 8.49 | -5.57 |
Dividends
Dividend History
WCM Focused International Growth Fund provided a 5.11% dividend yield over the last twelve months, with an annual payout of $1.43 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.43 | $1.43 | $2.78 | $0.15 | $0.02 | $1.27 | $0.35 | $0.04 | $0.59 | $0.07 | $0.25 | $0.15 |
Dividend yield | 5.11% | 5.73% | 12.78% | 0.65% | 0.11% | 4.60% | 1.42% | 0.22% | 4.17% | 0.46% | 2.09% | 1.20% |
Monthly Dividends
The table displays the monthly dividend distributions for WCM Focused International Growth 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 | $1.43 | $1.43 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.78 | $2.78 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2022 | $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 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 | $1.27 |
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 Growth 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 Growth Fund was 39.69%, occurring on Oct 14, 2022. Recovery took 647 trading sessions.
The current WCM Focused International Growth Fund drawdown is 3.29%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-39.69%Oct 2022 | 1y 1mo | 2y 7mo | 3y 8moSep 2021 - May 2025 | Bear market2022 |
-30.06%Mar 2020 | 1mo 2d | 3mo 2d | 4mo 4dFeb 2020 - Jun 2020 | COVID crash2020 |
-20.96%Oct 2011 | 4mo 2d | 1y 3mo | 1y 7moJun 2011 - Jan 2013 | — |
-16.89%Dec 2018 | 3mo 26d | 3mo 18d | 7mo 14dAug 2018 - Apr 2019 | Rate-hike selloffLate 2018 |
-15.10%Feb 2016 | 9mo 19d | 5mo 2d | 1y 2moApr 2015 - Jul 2016 | — |
Drawdown Indicators
| WCMIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.69% | -56.78% | +17.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -9.10% | -3.85% |
Max Drawdown (3Y)Largest decline over 3 years | -16.56% | -18.90% | +2.34% |
Max Drawdown (5Y)Largest decline over 5 years | -39.69% | -25.43% | -14.26% |
Max Drawdown (10Y)Largest decline over 10 years | -39.69% | -33.92% | -5.77% |
Current DrawdownCurrent decline from peak | -3.29% | -1.58% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -7.43% | -10.70% | +3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 2.14% | +2.14% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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