WCM Small Cap Growth Fund (WCMNX)

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The chart shows the growth of an initial investment of $10,000 in WCM Small Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

WCM Small Cap Growth Fund (WCMNX) has returned -7.68% so far this year and 12.78% over the past 12 months.

Based on dividend-adjusted daily data since Oct 30, 2019, WCMNX's average daily return is +0.04%, while the average monthly return is +0.65%. At this rate, your investment would double in approximately 8.9 years.

Historically, 55% of months were positive and 45% were negative. The best month was Apr 2020 with a return of +19.3%, while the worst month was Mar 2020 at -20.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, WCMNX closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +10.6%, while the worst single day was Mar 16, 2020 at -15.8%.

WCM Small Cap Growth Fund has an annualized alpha of -5.67%, beta of 1.16, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since October 31, 2019.

• This fund participated in 120.69% of S&P 500 Index downside but only 100.78% of its upside — more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -5.67% versus S&P 500 Index — delivering less than market exposure alone would predict.

WCMNX has a high expense ratio of 1.24%, indicating above-average management fees.

WCMNX ranks 16 for risk / return — in the bottom 16% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for WCM Small Cap Growth Fund (WCMNX) and compare them to a chosen benchmark (S&P 500 Index).

WCM Small Cap Growth Fund provided a 1.07% dividend yield over the last twelve months, with an annual payout of $0.13 per share.

The table displays the monthly dividend distributions for WCM Small Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the WCM Small Cap 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 Small Cap Growth Fund was 40.70%, occurring on Mar 18, 2020. Recovery took 95 trading sessions.

The current WCM Small Cap Growth Fund drawdown is 16.38%.

The chart below shows the rolling one-month volatility.