WCM Small Cap Growth Fund (WCMNX)
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. It primarily invests in common stocks of U.S. companies. The fund may also invest in real estate investment trusts ("REITs").
Fund Info
US46143U1043
Oct 30, 2019
$1,000
Small-Cap
Growth
Expense Ratio
WCMNX has a high expense ratio of 1.24%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
WCM Small Cap Growth Fund had a return of 2.76% year-to-date (YTD) and 3.33% in the last 12 months.
WCMNX
2.76%
-1.81%
1.64%
3.33%
3.51%
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 WCMNX, 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 | 6.30% | 2.76% | |||||||||||
| 2024 | -0.66% | 6.27% | 1.40% | -7.50% | 1.49% | 0.49% | 5.28% | 0.23% | 0.85% | -2.97% | 9.04% | -8.51% | 4.02% |
| 2023 | 12.61% | -2.53% | -1.30% | -1.40% | -3.90% | 9.97% | 3.44% | -4.46% | -6.20% | -6.97% | 8.08% | 9.91% | 15.64% |
| 2022 | -11.44% | -0.41% | -0.00% | -9.69% | -4.00% | -6.34% | 12.64% | -3.14% | -8.99% | 7.74% | 4.54% | -4.61% | -23.61% |
| 2021 | 1.95% | 4.58% | -2.75% | 5.58% | -3.18% | 3.16% | -1.66% | 0.91% | -3.60% | 3.66% | -6.36% | -5.22% | -3.76% |
| 2020 | 0.86% | -7.31% | -20.47% | 19.31% | 9.17% | 2.57% | 2.79% | 7.87% | -2.17% | 2.22% | 15.99% | 7.49% | 37.32% |
| 2019 | -0.70% | 4.93% | 0.29% | 4.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WCMNX is 7, meaning it’s performing worse than 93% 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 Small Cap Growth Fund (WCMNX) 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 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 43.32%, occurring on Jun 16, 2022. The portfolio has not yet recovered.
The current WCM Small Cap Growth Fund drawdown is 19.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.32% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -40.7% | Feb 20, 2020 | 20 | Mar 18, 2020 | 97 | Aug 5, 2020 | 117 |
| -9.7% | Apr 29, 2021 | 10 | May 12, 2021 | 122 | Nov 3, 2021 | 132 |
| -9.67% | Feb 12, 2021 | 28 | Mar 24, 2021 | 24 | Apr 28, 2021 | 52 |
| -7.83% | Sep 3, 2020 | 15 | Sep 24, 2020 | 9 | Oct 7, 2020 | 24 |
Volatility
Volatility Chart
The current WCM Small Cap Growth Fund volatility is 5.45%, 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.