WCM Focused Global Growth Fund (WFGGX)
The fund invests primarily in equity securities of companies located throughout the world, including the United States. Under normal market conditions, it invests at least 40% of its net assets in companies organized, headquartered or doing a substantial amount of business outside the United States including emerging and frontier market countries.
Fund Info
| ISIN | US46141P8260 |
|---|---|
| CUSIP | 46141P826 |
| Issuer | WCM Investment Management |
| Inception Date | Jun 27, 2013 |
| Category | Global Equities |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
WFGGX has a high expense ratio of 1.30%, 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 Focused Global 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 Focused Global Growth Fund had a return of 21.09% year-to-date (YTD) and 34.69% in the last 12 months. Over the past 10 years, WCM Focused Global Growth Fund had an annualized return of 12.11%, outperforming the S&P 500 benchmark which had an annualized return of 10.85%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 21.09% | 17.79% |
| 1 month | 2.46% | 0.18% |
| 6 months | 6.88% | 7.53% |
| 1 year | 34.69% | 26.42% |
| 5 years (annualized) | 12.41% | 13.48% |
| 10 years (annualized) | 12.11% | 10.85% |
Monthly Returns
The table below presents the monthly returns of WFGGX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.77% | 7.31% | 3.19% | -4.42% | 3.37% | 3.17% | -0.08% | 4.01% | 21.09% | ||||
| 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% |
| 2020 | 0.83% | -5.04% | -9.46% | 10.83% | 9.03% | 3.32% | 7.71% | 3.79% | -1.55% | -0.51% | 11.52% | 5.26% | 39.10% |
| 2019 | 7.75% | 4.84% | 4.04% | 2.77% | -2.82% | 7.96% | -0.51% | 0.17% | -0.97% | 0.64% | 2.24% | 3.72% | 33.46% |
| 2018 | 6.32% | -4.16% | -1.33% | 1.15% | 2.07% | 0.33% | 2.09% | 2.24% | 1.69% | -9.72% | 4.22% | -7.17% | -3.44% |
| 2017 | 3.92% | 1.72% | 1.94% | 2.85% | 4.85% | 0.22% | 1.76% | 1.30% | 1.14% | 1.97% | 2.07% | 0.76% | 27.31% |
| 2016 | -6.75% | 0.08% | 7.32% | 0.31% | 2.27% | 1.07% | 4.53% | 0.29% | 0.87% | -4.36% | -1.57% | 0.37% | 3.76% |
| 2015 | -2.08% | 8.16% | 0.57% | 2.20% | 0.00% | -0.96% | 4.91% | -6.91% | -1.07% | 6.33% | 2.35% | -2.09% | 11.00% |
| 2014 | -5.55% | 5.61% | -2.66% | -3.58% | 1.33% | 2.01% | -1.28% | 4.85% | -3.88% | 0.52% | 1.54% | -1.50% | -3.21% |
| 2013 | 4.20% | -2.59% | 6.99% | 5.16% | 3.33% | 2.37% | 20.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of WFGGX is 76, placing it in the top 24% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WCM Focused Global Growth Fund (WFGGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WCM Focused Global Growth Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.60 | $2.64 | $0.83 | $0.32 | $0.41 | $0.22 | $1.50 | $0.05 | $0.17 |
Dividend yield | 0.00% | 0.00% | 3.58% | 10.47% | 3.41% | 1.77% | 2.93% | 1.49% | 12.79% | 0.38% | 1.50% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 | $0.00 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.83 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 | $1.50 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2014 | $0.17 | $0.17 |
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 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.
The current WCM Focused Global Growth Fund drawdown is 0.42%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.91% | Nov 17, 2021 | 229 | Oct 14, 2022 | 434 | Jul 10, 2024 | 663 |
| -28.23% | Feb 20, 2020 | 23 | Mar 23, 2020 | 50 | Jun 3, 2020 | 73 |
| -18.11% | Oct 2, 2018 | 58 | Dec 24, 2018 | 52 | Mar 12, 2019 | 110 |
| -15% | Dec 2, 2015 | 47 | Feb 9, 2016 | 80 | Jun 3, 2016 | 127 |
| -11.88% | Mar 7, 2014 | 153 | Oct 13, 2014 | 89 | Feb 20, 2015 | 242 |
Volatility
Volatility Chart
The current WCM Focused Global Growth Fund volatility is 4.80%, 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.