WCMSX vs. WCMJX

Last updated Apr 2, 2026

Compare and contrast key facts about WCM International Small Cap Growth Fund (WCMSX) and WCM Focused Small Cap Fund (WCMJX).

WCMSX is managed by WCM Investment Management. It was launched on Nov 29, 2015. WCMJX is managed by WCM Investment Management. It was launched on Oct 30, 2019.

Performance

WCMSX vs. WCMJX - Performance Comparison

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

WCMSX vs. WCMJX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
WCMSX WCM International Small Cap Growth Fund	1.36%	18.14%	4.33%	22.26%	-42.12%	16.65%	55.36%	10.92%
WCMJX WCM Focused Small Cap Fund	6.28%	-71.65%	33.22%	23.83%	-13.93%	18.91%	-0.76%	5.20%

Returns By Period

WCMSX

• 1D: 1.94%
• 1M: -6.13%
• YTD: 1.36%
• 6M: -4.67%
• 1Y: 22.52%
• 3Y*: 12.03%
• 5Y*: 0.22%
• 10Y*: 11.62%

WCMJX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WCMSX vs. WCMJX - Expense Ratio Comparison

Both WCMSX and WCMJX have an expense ratio of 1.25%.

WCMSX

WCM International Small Cap Growth Fund

WCMJX

WCM Focused Small Cap Fund

Return for Risk

WCMSX vs. WCMJX — Risk / Return Rank

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

WCMSX

WCMSX Risk / Return Rank: 59
WCMSX Sharpe Ratio Rank: 66
WCMSX Sortino Ratio Rank: 63
WCMSX Omega Ratio Rank: 61
WCMSX Calmar Ratio Rank: 59
WCMSX Martin Ratio Rank: 45

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.

WCMSX vs. WCMJX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WCM International Small Cap Growth Fund (WCMSX) and WCM Focused Small Cap Fund (WCMJX). 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.

	WCMSX	WCMJX	Difference
Sharpe ratio Return per unit of total volatility	1.26	—	—
Sortino ratio Return per unit of downside risk	1.72	—	—
Omega ratio Gain probability vs. loss probability	1.25	—	—
Calmar ratio Return relative to maximum drawdown	1.55	—	—
Martin ratio Return relative to average drawdown	5.06	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	WCMSX	WCMJX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.26	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.59	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.58	—	—

Correlation

The correlation between WCMSX and WCMJX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

WCMSX vs. WCMJX - Dividend Comparison

WCMSX's dividend yield for the trailing twelve months is around 0.80%, less than WCMJX's 3.80% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
WCMSX WCM International Small Cap Growth Fund	0.80%	0.81%	1.31%	0.00%	0.00%	10.27%	2.73%	0.57%	4.04%	1.10%
WCMJX WCM Focused Small Cap Fund	3.80%	0.00%	33.08%	0.81%	1.85%	6.50%	0.00%	0.00%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	WCMSX	WCMJX	Difference
Max Drawdown Largest peak-to-trough decline	-51.60%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-11.93%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-51.60%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-51.60%	—	—
Current Drawdown Current decline from peak	-18.02%	—	—
Average Drawdown Average peak-to-trough decline	-15.89%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.91%	—	—

Volatility

Volatility by Period

	WCMSX	WCMJX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.18%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.70%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	18.94%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.65%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.89%	—	—