- ISIN
- US46141P8427
- CUSIP
- 46141P842
- Inception Date
- Jun 27, 2013
- Category
- Emerging Markets Diversified
- Min. Investment
- $1,000
- Distribution Policy
- Accumulating
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
WFEMX Performance Chart
WCM Focused Emerging Markets Fund (WFEMX) is up 29.5% since the beginning of the year. WFEMX is currently trading at $25 per share. Investors who bought $1,000 worth of WFEMX shares 5 years ago would now be looking at an investment worth $1,264.
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Returns By Period
WCM Focused Emerging Markets Fund (WFEMX) has returned 29.51% so far this year and 48.05% over the past 12 months. Over the last ten years, WFEMX has returned 11.10% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
WCM Focused Emerging Markets Fund
- 1D
- 3.00%
- 1M
- 7.67%
- YTD
- 29.51%
- 6M
- 31.23%
- 1Y
- 48.05%
- 3Y*
- 23.00%
- 5Y*
- 4.80%
- 10Y*
- 11.10%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
WFEMX Monthly Returns History
Based on dividend-adjusted daily data since Jul 2, 2013, WFEMX's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, an investment would double in approximately 7.6 years.
Historically, 56% of months were positive and 44% were negative. The best month was Nov 2022 with a return of +15.3%, while the worst month was Mar 2020 at -17.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, WFEMX closed higher 51% of trading days. The best single day was Mar 16, 2022 with a return of +7.0%, while the worst single day was Mar 16, 2020 at -9.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.12% | 2.81% | -8.16% | 12.83% | 7.42% | 4.66% | 29.51% | ||||||
| 2025 | 3.09% | -2.33% | -1.43% | 2.29% | 8.26% | 8.13% | 1.74% | 3.35% | 4.84% | 2.57% | -3.02% | 0.63% | 31.13% |
| 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% | 0.72% | -1.94% |
Benchmark Metrics
WCM Focused Emerging Markets Fund has an annualized alpha of -1.13%, beta of 0.79, and R2 of 0.56 versus S&P 500 Index. Calculated based on daily prices since July 02, 2013.
- This fund participated in 92.96% of S&P 500 Index downside but only 76.35% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -1.13%
- Beta
- 0.79
- R²
- 0.56
- Upside Capture
- 76.35%
- Downside Capture
- 92.96%
Expense Ratio
WFEMX has a high expense ratio of 1.50%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WFEMX ranks 74 for risk / return — better than 74% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WCM Focused Emerging Markets Fund (WFEMX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WFEMX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.37 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 4.53 | 2.78 | +1.75 |
| Martin ratioReturn relative to average drawdown | 13.49 | 12.44 | +1.05 |
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 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.02 | $0.04 | $0.82 | $0.17 | $0.05 | $0.08 | $0.09 | $0.07 | $0.03 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.15% | 0.32% | 4.42% | 0.88% | 0.37% | 0.76% | 0.76% | 0.76% | 0.29% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $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 |
| 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 | $0.82 | $0.82 |
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.
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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 46.28%, occurring on Oct 24, 2022. Recovery took 816 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -46.28%Oct 2022 | 1y 8mo | 3y 3mo | 4y 11moFeb 2021 - Jan 2026 |
COVID crash2020 | -31.55%Mar 2020 | 1mo 9d | 3mo 15d | 4mo 24dFeb 2020 - Jul 2020 |
2015 bear market2015 | -26.11%Sep 2015 | 1y 2mo | 1y 7mo | 2y 10moJul 2014 - May 2017 |
Rate-hike selloffLate 2018 | -25.35%Oct 2018 | 9mo 3d | 12mo 4d | 1y 9moJan 2018 - Oct 2019 |
2014 correction2014 | -11.49%Feb 2014 | 3mo 14d | 5mo | 8mo 14dOct 2013 - Jul 2014 |
Drawdown Indicators
| WFEMX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.28% | -56.78% | +10.50% |
Max Drawdown (1Y)Largest decline over 1 year | -10.73% | -9.10% | -1.63% |
Max Drawdown (3Y)Largest decline over 3 years | -19.06% | -18.90% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -44.91% | -25.43% | -19.48% |
Max Drawdown (10Y)Largest decline over 10 years | -46.28% | -33.92% | -12.36% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -14.88% | -10.71% | -4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 2.03% | +1.56% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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