WCM Focused Small Cap Fund (WCMJX)
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small capitalization companies the fund's advisor believes to be undervalued. It primarily invests in common stocks of U.S. companies. The fund may also invest in real estate investment trusts ("REITs").
Fund Info
US46143U3023
Oct 30, 2019
$1,000
Small-Cap
Value
Expense Ratio
WCMJX has a high expense ratio of 1.25%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WCM Focused Small Cap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WCM Focused Small Cap Fund had a return of 1.27% year-to-date (YTD) and -3.32% in the last 12 months.
WCMJX
1.27%
-2.69%
-13.11%
-3.32%
2.27%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of WCMJX, 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 | 3.65% | 1.27% | |||||||||||
| 2024 | -2.32% | 8.90% | 4.59% | -5.80% | 3.79% | -0.91% | 6.37% | 0.72% | 0.07% | -1.07% | 5.87% | -19.43% | -2.48% |
| 2023 | 12.40% | -1.27% | -2.11% | 1.40% | -1.38% | 8.98% | 2.83% | -2.25% | -6.32% | -6.47% | 8.87% | 8.15% | 22.76% |
| 2022 | -7.47% | 2.41% | -1.18% | -5.50% | 1.55% | -5.35% | 7.27% | -5.56% | -8.08% | 7.59% | 5.85% | -6.29% | -15.46% |
| 2021 | 0.57% | 8.67% | 2.02% | 4.04% | 0.17% | -2.97% | 1.70% | -1.00% | -4.30% | 5.20% | -3.02% | 0.61% | 11.49% |
| 2020 | -2.00% | -9.70% | -25.24% | 10.78% | 6.87% | 2.18% | 3.68% | 2.86% | -6.01% | 0.95% | 14.44% | 7.08% | -0.76% |
| 2019 | -0.20% | 4.01% | 1.35% | 5.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WCMJX is 3, meaning it’s performing worse than 97% of other mutual funds on our website when it comes to balancing risk and reward. Below is 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 Small Cap Fund (WCMJX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the WCM Focused Small Cap 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 Small Cap Fund was 45.48%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
The current WCM Focused Small Cap Fund drawdown is 19.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.48% | Feb 20, 2020 | 23 | Mar 23, 2020 | 200 | Jan 6, 2021 | 223 |
| -27.63% | Nov 15, 2021 | 221 | Sep 30, 2022 | 353 | Feb 28, 2024 | 574 |
| -20.9% | Nov 26, 2024 | 30 | Jan 10, 2025 | — | — | — |
| -9.02% | Mar 16, 2021 | 132 | Sep 21, 2021 | 31 | Nov 3, 2021 | 163 |
| -7.73% | Mar 28, 2024 | 15 | Apr 18, 2024 | 58 | Jul 12, 2024 | 73 |
Volatility
Volatility Chart
The current WCM Focused Small Cap Fund volatility is 3.56%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.