WCM Focused Emerging Markets Fund (WFEMX)
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of companies in emerging or frontier countries or markets. It may invest in securities of any size companies. The fund generally invests in the securities of companies domiciled in at least three different countries.
Fund Info
US46141P8427
46141P842
Jun 27, 2013
$1,000
Large-Cap
Growth
Expense Ratio
WFEMX has a high expense ratio of 1.50%, 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 Emerging Markets 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 Emerging Markets Fund had a return of 7.35% year-to-date (YTD) and 20.52% in the last 12 months. Over the past 10 years, WCM Focused Emerging Markets Fund had an annualized return of 5.10%, while the S&P 500 had an annualized return of 11.31%, indicating that WCM Focused Emerging Markets Fund did not perform as well as the benchmark.
WFEMX
7.35%
5.61%
11.02%
20.52%
1.13%
5.10%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of WFEMX, 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 | 3.09% | 7.35% | |||||||||||
| 2024 | -5.13% | 5.01% | 1.97% | -0.07% | 1.49% | 2.34% | -3.15% | 3.92% | 4.48% | -0.34% | 0.82% | -1.42% | 9.81% |
| 2023 | 8.64% | -6.44% | 1.47% | -1.83% | -3.10% | 3.84% | 1.39% | -4.79% | -2.96% | -2.96% | 8.06% | 4.17% | 4.25% |
| 2022 | -6.50% | -6.43% | -4.58% | -9.21% | -0.86% | -6.05% | 0.54% | 0.31% | -11.71% | -2.33% | 15.26% | -2.29% | -30.86% |
| 2021 | 1.22% | -0.05% | -3.12% | 3.16% | 3.42% | 1.94% | -5.05% | 4.67% | -3.98% | 2.10% | -6.27% | -3.55% | -6.10% |
| 2020 | -1.44% | -3.69% | -16.98% | 10.62% | 5.11% | 9.51% | 9.91% | 5.78% | -2.00% | 2.16% | 7.99% | 6.96% | 34.91% |
| 2019 | 8.36% | 4.16% | 3.74% | 3.53% | -4.72% | 6.42% | -0.76% | -2.15% | 1.10% | 5.21% | 2.15% | 5.84% | 37.25% |
| 2018 | 7.97% | -2.86% | 1.40% | -4.90% | -0.40% | -0.89% | 0.08% | -2.44% | -1.67% | -10.78% | 5.42% | -3.16% | -12.69% |
| 2017 | 6.14% | 0.86% | 3.61% | 5.44% | 4.86% | 1.30% | 5.31% | 0.26% | -0.17% | 0.70% | 2.76% | 4.02% | 40.95% |
| 2016 | -3.81% | -3.14% | 11.18% | 2.05% | -0.74% | 2.77% | 3.32% | 0.20% | 1.20% | -2.58% | -7.83% | -2.26% | -0.84% |
| 2015 | -0.93% | 0.00% | -1.04% | 3.36% | 0.30% | -0.30% | -2.44% | -9.80% | -4.05% | 11.93% | -0.65% | -2.97% | -7.67% |
| 2014 | -7.14% | 6.66% | -1.34% | -0.10% | 2.73% | 1.42% | -2.15% | -0.29% | -5.37% | 3.95% | 0.29% | -5.73% | -7.71% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WFEMX is 59, indicating average performance compared to other mutual funds on our website. Here’s 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 Emerging Markets Fund (WFEMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WCM Focused Emerging Markets Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.02 | $0.04 | $0.00 | $0.00 | $0.04 | $0.08 | $0.09 | $0.07 | $0.03 | $0.00 |
Dividend yield | 0.00% | 0.00% | 0.15% | 0.32% | 0.00% | 0.00% | 0.24% | 0.76% | 0.76% | 0.76% | 0.29% | 0.00% |
Monthly Dividends
The table displays the monthly dividend distributions for WCM Focused Emerging Markets 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $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 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2014 | $0.00 | $0.00 |
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 Emerging Markets 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 Emerging Markets Fund was 48.56%, occurring on Oct 24, 2022. The portfolio has not yet recovered.
The current WCM Focused Emerging Markets Fund drawdown is 28.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.56% | Feb 17, 2021 | 426 | Oct 24, 2022 | — | — | — |
| -31.55% | Feb 13, 2020 | 27 | Mar 23, 2020 | 72 | Jul 6, 2020 | 99 |
| -26.11% | Jul 7, 2014 | 311 | Sep 28, 2015 | 408 | May 11, 2017 | 719 |
| -25.35% | Jan 29, 2018 | 191 | Oct 29, 2018 | 250 | Oct 28, 2019 | 441 |
| -11.49% | Oct 22, 2013 | 71 | Feb 3, 2014 | 105 | Jul 3, 2014 | 176 |
Volatility
Volatility Chart
The current WCM Focused Emerging Markets Fund volatility is 5.33%, 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.