- ISIN
- US46141P8260
- CUSIP
- 46141P826
- Inception Date
- Jun 27, 2013
- Category
- Global Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
WFGGX Performance Chart
WCM Focused Global Growth Fund (WFGGX) is up 12.4% since the beginning of the year. WFGGX is currently trading at $36 per share. Investors who bought $1,000 worth of WFGGX shares 5 years ago would now be looking at an investment worth $1,737.
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Returns By Period
WCM Focused Global Growth Fund (WFGGX) has returned 12.35% so far this year and 25.71% over the past 12 months. Looking at the last ten years, WFGGX has achieved an annualized return of 15.55%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
WCM Focused Global Growth Fund
- 1D
- 1.68%
- 1M
- 5.27%
- YTD
- 12.35%
- 6M
- 11.66%
- 1Y
- 25.71%
- 3Y*
- 26.06%
- 5Y*
- 11.68%
- 10Y*
- 15.55%
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%
WFGGX Monthly Returns History
Based on dividend-adjusted daily data since Jul 2, 2013, WFGGX's average daily return is +0.06%, while the average monthly return is +1.21%. At this rate, an investment would double in approximately 4.8 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +11.5%, while the worst month was Jan 2022 at -12.0%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.
On a daily basis, WFGGX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +9.3%, while the worst single day was Mar 16, 2020 at -10.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.60% | -1.16% | -8.64% | 9.83% | 4.59% | 2.58% | 12.35% | ||||||
| 2025 | 7.48% | -6.54% | -3.11% | 2.98% | 10.24% | 3.23% | 0.26% | 2.60% | 7.28% | -2.00% | -2.56% | 3.24% | 24.09% |
| 2024 | 2.77% | 7.31% | 3.19% | -4.42% | 3.37% | 3.17% | -0.08% | 4.01% | 1.75% | 0.96% | 10.73% | -4.70% | 30.71% |
| 2023 | 7.41% | -1.65% | 3.93% | 0.70% | 0.48% | 5.17% | 2.38% | -3.32% | -4.00% | -2.19% | 10.42% | 5.19% | 26.13% |
| 2022 | -12.01% | -3.87% | -1.12% | -10.28% | -2.06% | -6.85% | 10.94% | -5.38% | -8.44% | 6.08% | 4.49% | -5.05% | -30.75% |
| 2021 | -1.69% | 0.63% | -0.96% | 6.08% | 0.55% | 2.95% | 3.29% | 2.18% | -4.85% | 5.48% | -1.55% | 2.15% | 14.62% |
Benchmark Metrics
WCM Focused Global Growth Fund has an annualized alpha of 2.50%, beta of 0.94, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since July 02, 2013.
- This fund captured 102.33% of S&P 500 Index gains but only 94.45% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 2.50% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.94 and R2 of 0.79, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.50%
- Beta
- 0.94
- R²
- 0.79
- Upside Capture
- 102.33%
- Downside Capture
- 94.45%
Expense Ratio
WFGGX has a high expense ratio of 1.30%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WFGGX ranks 41 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WCM Focused Global Growth Fund (WFGGX) 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.
| WFGGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.37 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 2.78 | -0.27 |
| Martin ratioReturn relative to average drawdown | 9.56 | 12.44 | -2.88 |
Dividends
Dividend History
WCM Focused Global Growth Fund provided a 3.34% dividend yield over the last twelve months, with an annual payout of $1.19 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.19 | $1.19 | $1.26 | $0.00 | $0.60 | $2.64 | $0.83 | $0.32 | $0.41 | $0.22 | $1.50 | $0.05 |
Dividend yield | 3.34% | 3.75% | 4.75% | 0.00% | 3.58% | 10.47% | 3.41% | 1.77% | 2.93% | 1.49% | 12.79% | 0.38% |
Monthly Dividends
The table displays the monthly dividend distributions for WCM Focused Global Growth 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 | $1.19 | $1.19 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.26 | $1.26 |
| 2023 | $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 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.60 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.64 | $2.64 |
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 Global 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 Focused Global Growth Fund was 36.91%, occurring on Oct 14, 2022. Recovery took 434 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -36.91%Oct 2022 | 11mo 1d | 1y 9mo | 2y 7moNov 2021 - Jul 2024 |
COVID crash2020 | -28.23%Mar 2020 | 1mo 2d | 2mo 12d | 3mo 14dFeb 2020 - Jun 2020 |
2025 selloff2025 | -20.15%Apr 2025 | 1mo 18d | 1mo 25d | 3mo 13dFeb 2025 - Jun 2025 |
Rate-hike selloffLate 2018 | -18.18%Dec 2018 | 2mo 23d | 2mo 19d | 5mo 12dOct 2018 - Mar 2019 |
2016 correction2016 | -15.00%Feb 2016 | 2mo 9d | 3mo 25d | 6mo 4dDec 2015 - Jun 2016 |
Drawdown Indicators
| WFGGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.91% | -56.78% | +19.87% |
Max Drawdown (1Y)Largest decline over 1 year | -12.62% | -9.10% | -3.52% |
Max Drawdown (3Y)Largest decline over 3 years | -20.15% | -18.90% | -1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -36.91% | -25.43% | -11.48% |
Max Drawdown (10Y)Largest decline over 10 years | -36.91% | -33.92% | -2.99% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -6.77% | -10.71% | +3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.03% | +1.04% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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