WCMIX vs. IMTM

The year-to-date returns for both stocks are quite close, with WCMIX having a 17.92% return and IMTM slightly lower at 17.51%. Both investments have delivered pretty close results over the past 10 years, with WCMIX having a 7.36% annualized return and IMTM not far behind at 7.09%.

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WCMIX has a 1.04% expense ratio, which is higher than IMTM's 0.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for WCM Focused International Growth Fund (WCMIX) and iShares MSCI Intl Momentum Factor ETF (IMTM). 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.

The current WCMIX Sharpe Ratio is 0.08, which is lower than the IMTM Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of WCMIX and IMTM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WCMIX's dividend yield for the trailing twelve months is around 0.23%, less than IMTM's 2.50% yield.

The maximum WCMIX drawdown since its inception was -42.39%, which is greater than IMTM's maximum drawdown of -30.68%. Use the drawdown chart below to compare losses from any high point for WCMIX and IMTM. For additional features, visit the drawdowns tool.

WCM Focused International Growth Fund (WCMIX) has a higher volatility of 3.87% compared to iShares MSCI Intl Momentum Factor ETF (IMTM) at 3.58%. This indicates that WCMIX's price experiences larger fluctuations and is considered to be riskier than IMTM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.