WCMIX vs. POLIX

In the year-to-date period, WCMIX achieves a 10.72% return, which is significantly lower than POLIX's 16.37% return. Over the past 10 years, WCMIX has underperformed POLIX with an annualized return of 7.92%, while POLIX has yielded a comparatively higher 10.31% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for WCM Focused International Growth Fund (WCMIX) and Polen Growth Fund (POLIX). 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 1.11, which is comparable to the POLIX Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of WCMIX and POLIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither WCMIX nor POLIX has paid dividends to shareholders.

The maximum WCMIX drawdown since its inception was -42.39%, smaller than the maximum POLIX drawdown of -49.68%. Use the drawdown chart below to compare losses from any high point for WCMIX and POLIX. For additional features, visit the drawdowns tool.

The current volatility for WCM Focused International Growth Fund (WCMIX) is 3.45%, while Polen Growth Fund (POLIX) has a volatility of 4.99%. This indicates that WCMIX experiences smaller price fluctuations and is considered to be less risky than POLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.