WCMIX vs. SGIIX

Last updated Apr 2, 2026

Compare and contrast key facts about WCM Focused International Growth Fund (WCMIX) and First Eagle Global Fund Class I (SGIIX).

WCMIX is managed by WCM Investment Management. It was launched on May 30, 2011. SGIIX is managed by First Eagle.

Performance

WCMIX vs. SGIIX - Performance Comparison

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

WCMIX vs. SGIIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WCMIX WCM Focused International Growth Fund	-1.25%	20.92%	6.96%	16.56%	-28.90%	17.08%	32.80%	35.19%	-7.37%	31.24%
SGIIX First Eagle Global Fund Class I	1.79%	31.94%	12.03%	13.04%	-6.23%	12.49%	8.63%	20.47%	-8.20%	13.78%

Returns By Period

In the year-to-date period, WCMIX achieves a -1.25% return, which is significantly lower than SGIIX's 1.79% return. Both investments have delivered pretty close results over the past 10 years, with WCMIX having a 10.51% annualized return and SGIIX not far behind at 10.18%.

WCMIX

• 1D: 3.11%
• 1M: -8.86%
• YTD: -1.25%
• 6M: -6.26%
• 1Y: 12.83%
• 3Y*: 10.42%
• 5Y*: 3.98%
• 10Y*: 10.51%

SGIIX

• 1D: 2.23%
• 1M: -7.72%
• YTD: 1.79%
• 6M: 7.16%
• 1Y: 25.36%
• 3Y*: 17.07%
• 5Y*: 11.22%
• 10Y*: 10.18%

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

WCMIX vs. SGIIX - Expense Ratio Comparison

WCMIX has a 1.04% expense ratio, which is higher than SGIIX's 0.86% expense ratio.

WCMIX

WCM Focused International Growth Fund

SGIIX

First Eagle Global Fund Class I

Return for Risk

WCMIX vs. SGIIX — Risk / Return Rank

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

WCMIX

WCMIX Risk / Return Rank: 25
WCMIX Sharpe Ratio Rank: 25
WCMIX Sortino Ratio Rank: 27
WCMIX Omega Ratio Rank: 26
WCMIX Calmar Ratio Rank: 27
WCMIX Martin Ratio Rank: 22

SGIIX

SGIIX Risk / Return Rank: 89
SGIIX Sharpe Ratio Rank: 90
SGIIX Sortino Ratio Rank: 90
SGIIX Omega Ratio Rank: 88
SGIIX Calmar Ratio Rank: 89
SGIIX Martin Ratio Rank: 89

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.

WCMIX vs. SGIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WCM Focused International Growth Fund (WCMIX) and First Eagle Global Fund Class I (SGIIX). 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.

	WCMIX	SGIIX	Difference
Sharpe ratio Return per unit of total volatility	0.66	1.89	-1.23
Sortino ratio Return per unit of downside risk	1.08	2.55	-1.48
Omega ratio Gain probability vs. loss probability	1.15	1.38	-0.23
Calmar ratio Return relative to maximum drawdown	0.83	2.44	-1.61
Martin ratio Return relative to average drawdown	2.48	10.05	-7.57
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WCMIX vs. SGIIX - Sharpe Ratio Comparison

The current WCMIX Sharpe Ratio is 0.66, which is lower than the SGIIX Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of WCMIX and SGIIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	WCMIX	SGIIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.66	1.89	-1.23
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.20	0.95	-0.74
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.56	0.82	-0.26
Sharpe Ratio (All Time) Calculated using the full available price history	0.49	0.91	-0.42

Correlation

The correlation between WCMIX and SGIIX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

WCMIX vs. SGIIX - Dividend Comparison

WCMIX's dividend yield for the trailing twelve months is around 5.81%, less than SGIIX's 9.44% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WCMIX WCM Focused International Growth Fund	5.81%	5.73%	12.78%	0.65%	0.11%	4.60%	1.42%	0.22%	4.17%	0.46%	2.09%	1.20%
SGIIX First Eagle Global Fund Class I	9.44%	9.61%	5.68%	3.74%	4.41%	6.49%	2.61%	5.72%	6.66%	4.50%	4.96%	1.43%

Drawdowns

WCMIX vs. SGIIX - Drawdown Comparison

The maximum WCMIX drawdown since its inception was -39.69%, which is greater than SGIIX's maximum drawdown of -37.03%. Use the drawdown chart below to compare losses from any high point for WCMIX and SGIIX.

Drawdown Indicators

	WCMIX	SGIIX	Difference
Max Drawdown Largest peak-to-trough decline	-39.69%	-37.03%	-2.66%
Max Drawdown (1Y) Largest decline over 1 year	-12.95%	-10.52%	-2.43%
Max Drawdown (5Y) Largest decline over 5 years	-39.69%	-19.42%	-20.27%
Max Drawdown (10Y) Largest decline over 10 years	-39.69%	-27.64%	-12.05%
Current Drawdown Current decline from peak	-10.13%	-8.39%	-1.74%
Average Drawdown Average peak-to-trough decline	-7.54%	-3.71%	-3.83%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.34%	2.56%	+1.78%

Volatility

WCMIX vs. SGIIX - Volatility Comparison

WCM Focused International Growth Fund (WCMIX) has a higher volatility of 8.90% compared to First Eagle Global Fund Class I (SGIIX) at 5.42%. This indicates that WCMIX's price experiences larger fluctuations and is considered to be riskier than SGIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WCMIX	SGIIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.90%	5.42%	+3.48%
Volatility (6M) Calculated over the trailing 6-month period	13.31%	9.10%	+4.21%
Volatility (1Y) Calculated over the trailing 1-year period	20.81%	13.54%	+7.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.65%	11.90%	+7.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.87%	12.46%	+6.41%