WCM China Quality Growth Fund (WCQGX)

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The chart shows the growth of an initial investment of $10,000 in WCM China Quality 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 China Quality Growth Fund (WCQGX) has returned -4.91% so far this year and 3.72% over the past 12 months.

Based on dividend-adjusted daily data since Mar 31, 2020, WCQGX's average daily return is +0.02%, while the average monthly return is +0.43%. At this rate, your investment would double in approximately 13.5 years.

Historically, 51% of months were positive and 49% were negative. The best month was Nov 2022 with a return of +24.9%, while the worst month was Jan 2024 at -15.0%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, WCQGX closed higher 48% of trading days. The best single day was Mar 16, 2022 with a return of +10.3%, while the worst single day was Apr 7, 2025 at -6.8%.

WCM China Quality Growth Fund has an annualized alpha of -3.62%, beta of 0.55, and R² of 0.16 versus S&P 500 Index. Calculated based on daily prices since April 01, 2020.

• This fund participated in 60.81% of S&P 500 Index downside but only 31.21% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.55 may look defensive, but with R² of 0.16 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.16 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WCQGX has a high expense ratio of 1.50%, indicating above-average management fees.

WCQGX ranks 8 for risk / return — in the bottom 8% 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 China Quality Growth Fund (WCQGX) and compare them to a chosen benchmark (S&P 500 Index).

WCM China Quality Growth Fund provided a 7.01% dividend yield over the last twelve months, with an annual payout of $0.65 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for WCM China Quality 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 China Quality 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 China Quality Growth Fund was 59.28%, occurring on Aug 5, 2024. The portfolio has not yet recovered.

The current WCM China Quality Growth Fund drawdown is 45.21%.

The chart below shows the rolling one-month volatility.