POLIX vs. WCMIX

Last updated Jun 23, 2026

POLIX (Polen Growth Fund) and WCMIX (WCM Focused International Growth Fund) are both mutual funds - POLIX is a Large Cap Growth Equities fund managed by Polen Capital, while WCMIX is a Foreign Large Cap Equities fund managed by WCM Investment Management. Over the past 10 years, POLIX returned 12.00%/yr vs 12.15%/yr for WCMIX. A 0.75 correlation means they provide meaningful diversification when combined. POLIX charges 0.96%/yr vs 1.04%/yr for WCMIX.

Performance

POLIX vs. WCMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Polen Growth Fund (POLIX) and WCM Focused International Growth Fund (WCMIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, POLIX achieves a -10.71% return, which is significantly lower than WCMIX's 15.47% return. Both investments have delivered pretty close results over the past 10 years, with POLIX having a 12.00% annualized return and WCMIX not far ahead at 12.15%.

POLIX

• 1D: 0.82%
• 1M: -2.24%
• YTD: -10.71%
• 6M: -11.38%
• 1Y: -6.54%
• 3Y*: 8.00%
• 5Y*: 1.58%
• 10Y*: 12.00%

WCMIX

• 1D: 2.02%
• 1M: 4.28%
• YTD: 15.47%
• 6M: 15.75%
• 1Y: 16.54%
• 3Y*: 15.11%
• 5Y*: 5.80%
• 10Y*: 12.15%

*Multi-year figures are annualized to reflect compound growth (CAGR)

POLIX vs. WCMIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
POLIX Polen Growth Fund	-10.71%	3.87%	22.57%	39.17%	-38.36%	23.51%	33.25%	37.34%	7.74%	26.47%
WCMIX WCM Focused International Growth Fund	15.47%	20.92%	6.96%	16.56%	-28.90%	17.08%	32.80%	35.19%	-7.37%	31.24%

Correlation

The correlation between POLIX and WCMIX is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.62
Correlation (3Y) Calculated over the trailing 3-year period	0.62
Correlation (5Y) Calculated over the trailing 5-year period	0.73
Correlation (10Y) Calculated over the trailing 10-year period	0.74
Correlation (All Time) Calculated using the full available price history since Jun 1, 2011	0.75

The correlation between POLIX and WCMIX shifts across timeframes, from 0.62 (3 years) to 0.75 (all time), reflecting how their relationship changes across market environments.

Return for Risk

POLIX vs. WCMIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

POLIX

POLIX Risk / Return Rank: 1
POLIX Sharpe Ratio Rank: 1
POLIX Sortino Ratio Rank: 1
POLIX Omega Ratio Rank: 1
POLIX Calmar Ratio Rank: 1
POLIX Martin Ratio Rank: 1

WCMIX

WCMIX Risk / Return Rank: 13
WCMIX Sharpe Ratio Rank: 12
WCMIX Sortino Ratio Rank: 12
WCMIX Omega Ratio Rank: 12
WCMIX Calmar Ratio Rank: 14
WCMIX Martin Ratio Rank: 14

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

POLIX vs. WCMIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) and WCM Focused International Growth Fund (WCMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.

	POLIX	WCMIX	Difference
Sharpe ratio: Return per unit of total volatility	-0.39	0.87	-1.26
Sortino ratio: Return per unit of downside risk	-0.42	1.35	-1.77
Omega ratio: Gain probability vs. loss probability	0.95	1.17	-0.22
Calmar ratio: Return relative to maximum drawdown	-0.28	1.22	-1.51
Martin ratio: Return relative to average drawdown	-0.67	3.64	-4.30

POLIX vs. WCMIX - Sharpe Ratio Comparison

The current POLIX Sharpe Ratio is -0.39, which is lower than the WCMIX Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of POLIX and WCMIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

POLIX vs. WCMIX - Drawdown Comparison

The maximum POLIX drawdown since its inception was -42.84%, which is greater than WCMIX's maximum drawdown of -39.69%. Use the drawdown chart below to compare losses from any high point for POLIX and WCMIX.

Drawdown Indicators

	POLIX	WCMIX	Difference
Max Drawdown Largest peak-to-trough decline	-42.84%	-39.69%	-3.15%
Max Drawdown (1Y) Largest decline over 1 year	-23.94%	-12.95%	-10.99%
Max Drawdown (3Y) Largest decline over 3 years	-23.94%	-16.56%	-7.38%
Max Drawdown (5Y) Largest decline over 5 years	-42.84%	-39.69%	-3.15%
Max Drawdown (10Y) Largest decline over 10 years	-42.84%	-39.69%	-3.15%
Current Drawdown Current decline from peak	-14.58%	0.00%	-14.58%
Average Drawdown Average peak-to-trough decline	-7.10%	-7.46%	+0.36%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.00%	4.34%	+5.66%

Volatility

POLIX vs. WCMIX - Volatility Comparison

The current volatility for Polen Growth Fund (POLIX) is 6.48%, while WCM Focused International Growth Fund (WCMIX) has a volatility of 7.02%. This indicates that POLIX experiences smaller price fluctuations and is considered to be less risky than WCMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	POLIX	WCMIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.48%	7.02%	-0.54%
Volatility (6M) Calculated over the trailing 6-month period	13.88%	15.92%	-2.04%
Volatility (1Y) Calculated over the trailing 1-year period	17.33%	18.28%	-0.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.04%	20.01%	+3.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.93%	19.09%	+2.84%

POLIX vs. WCMIX - Expense Ratio Comparison

POLIX has a 0.96% expense ratio, which is lower than WCMIX's 1.04% expense ratio.

Dividends

POLIX vs. WCMIX - Dividend Comparison

POLIX's dividend yield for the trailing twelve months is around 40.72%, more than WCMIX's 4.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
POLIX Polen Growth Fund	40.72%	36.35%	10.47%	0.00%	10.54%	3.97%	1.25%	0.12%	2.77%	1.66%	0.01%	4.29%
WCMIX WCM Focused International Growth Fund	4.97%	5.73%	12.78%	0.65%	0.11%	4.60%	1.42%	0.22%	4.17%	0.46%	2.09%	1.20%

Frequently Asked Questions

Can I hold both POLIX and WCMIX in my portfolio?

POLIX and WCMIX have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, POLIX or WCMIX?

WCMIX has higher volatility (7.02%) compared to POLIX (6.48%). In terms of maximum drawdown, POLIX dropped -42.84% vs WCMIX's -39.69%.

Which has better risk-adjusted returns?

WCMIX currently has the higher Sharpe Ratio (0.87 vs -0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.