WCMIX vs. WCMSX
Compare and contrast key facts about WCM Focused International Growth Fund (WCMIX) and WCM International Small Cap Growth Fund (WCMSX).
WCMIX is managed by WCM Investment Management. It was launched on May 30, 2011. WCMSX is managed by WCM Investment Management. It was launched on Nov 29, 2015.
Performance
WCMIX vs. WCMSX - Performance Comparison
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WCMIX vs. WCMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCMIX WCM Focused International Growth Fund | -4.22% | 20.92% | 6.96% | 16.56% | -28.90% | 17.08% | 32.80% | 35.19% | -7.37% | 31.24% |
WCMSX WCM International Small Cap Growth Fund | -0.58% | 18.14% | 4.33% | 22.26% | -42.12% | 16.65% | 55.36% | 45.02% | -8.94% | 42.35% |
Returns By Period
In the year-to-date period, WCMIX achieves a -4.22% return, which is significantly lower than WCMSX's -0.58% return. Over the past 10 years, WCMIX has underperformed WCMSX with an annualized return of 10.17%, while WCMSX has yielded a comparatively higher 11.41% annualized return.
WCMIX
- 1D
- 0.13%
- 1M
- -12.55%
- YTD
- -4.22%
- 6M
- -8.59%
- 1Y
- 10.14%
- 3Y*
- 9.30%
- 5Y*
- 3.76%
- 10Y*
- 10.17%
WCMSX
- 1D
- -0.78%
- 1M
- -8.61%
- YTD
- -0.58%
- 6M
- -6.85%
- 1Y
- 21.20%
- 3Y*
- 11.32%
- 5Y*
- 0.32%
- 10Y*
- 11.41%
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WCMIX vs. WCMSX - Expense Ratio Comparison
WCMIX has a 1.04% expense ratio, which is lower than WCMSX's 1.25% expense ratio.
Return for Risk
WCMIX vs. WCMSX — Risk / Return Rank
WCMIX
WCMSX
WCMIX vs. WCMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM Focused International Growth Fund (WCMIX) and WCM International Small Cap Growth Fund (WCMSX). 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 | WCMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 1.07 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.49 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.21 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 1.24 | -0.79 |
Martin ratioReturn relative to average drawdown | 1.34 | 4.08 | -2.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WCMIX | WCMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.07 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.02 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.58 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.57 | -0.09 |
Correlation
The correlation between WCMIX and WCMSX is 0.84, 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. WCMSX - Dividend Comparison
WCMIX's dividend yield for the trailing twelve months is around 5.99%, more than WCMSX's 0.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCMIX WCM Focused International Growth Fund | 5.99% | 5.73% | 12.78% | 0.65% | 0.11% | 4.60% | 1.42% | 0.22% | 4.17% | 0.46% | 2.09% | 1.20% |
WCMSX WCM International Small Cap Growth Fund | 0.82% | 0.81% | 1.31% | 0.00% | 0.00% | 10.27% | 2.73% | 0.57% | 4.04% | 1.10% | 0.00% | 0.00% |
Drawdowns
WCMIX vs. WCMSX - Drawdown Comparison
The maximum WCMIX drawdown since its inception was -39.69%, smaller than the maximum WCMSX drawdown of -51.60%. Use the drawdown chart below to compare losses from any high point for WCMIX and WCMSX.
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Drawdown Indicators
| WCMIX | WCMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.69% | -51.60% | +11.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -11.93% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -39.69% | -51.60% | +11.91% |
Max Drawdown (10Y)Largest decline over 10 years | -39.69% | -51.60% | +11.91% |
Current DrawdownCurrent decline from peak | -12.84% | -19.58% | +6.74% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -15.89% | +8.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 3.89% | +0.41% |
Volatility
WCMIX vs. WCMSX - Volatility Comparison
WCM Focused International Growth Fund (WCMIX) and WCM International Small Cap Growth Fund (WCMSX) have volatilities of 8.12% and 7.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCMIX | WCMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.12% | 7.85% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.97% | 12.60% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.62% | 18.89% | +1.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 20.64% | -1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.84% | 19.88% | -1.04% |