WCQGX vs. WCMJX

Last updated Apr 2, 2026

Compare and contrast key facts about WCM China Quality Growth Fund (WCQGX) and WCM Focused Small Cap Fund (WCMJX).

WCQGX is managed by WCM Investment Management. It was launched on Mar 30, 2020. WCMJX is managed by WCM Investment Management. It was launched on Oct 30, 2019.

Performance

WCQGX vs. WCMJX - Performance Comparison

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

WCQGX vs. WCMJX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
WCQGX WCM China Quality Growth Fund	-3.58%	20.97%	-3.03%	-18.49%	-26.70%	4.03%	64.08%
WCMJX WCM Focused Small Cap Fund	6.28%	-71.65%	33.22%	23.83%	-13.93%	18.91%	50.00%

Returns By Period

WCQGX

• 1D: 1.40%
• 1M: -4.75%
• YTD: -3.58%
• 6M: -12.57%
• 1Y: 5.17%
• 3Y*: -3.22%
• 5Y*: -8.42%
• 10Y*: —

WCMJX

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

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

WCQGX vs. WCMJX - Expense Ratio Comparison

WCQGX has a 1.50% expense ratio, which is higher than WCMJX's 1.25% expense ratio.

WCQGX

WCM China Quality Growth Fund

WCMJX

WCM Focused Small Cap Fund

Return for Risk

WCQGX vs. WCMJX — Risk / Return Rank

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

WCQGX

WCQGX Risk / Return Rank: 7
WCQGX Sharpe Ratio Rank: 7
WCQGX Sortino Ratio Rank: 7
WCQGX Omega Ratio Rank: 7
WCQGX Calmar Ratio Rank: 7
WCQGX Martin Ratio Rank: 6

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.

WCQGX vs. WCMJX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WCM China Quality Growth Fund (WCQGX) 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.

	WCQGX	WCMJX	Difference
Sharpe ratio Return per unit of total volatility	0.23	—	—
Sortino ratio Return per unit of downside risk	0.46	—	—
Omega ratio Gain probability vs. loss probability	1.06	—	—
Calmar ratio Return relative to maximum drawdown	0.26	—	—
Martin ratio Return relative to average drawdown	0.65	—	—
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

	WCQGX	WCMJX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.23	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.36	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.10	—	—

Correlation

The correlation between WCQGX and WCMJX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

WCQGX vs. WCMJX - Dividend Comparison

WCQGX's dividend yield for the trailing twelve months is around 6.91%, more than WCMJX's 3.80% yield.

	TTM	2025	2024	2023	2022	2021	2020
WCQGX WCM China Quality Growth Fund	6.91%	6.67%	2.02%	0.82%	0.28%	8.54%	2.38%
WCMJX WCM Focused Small Cap Fund	3.80%	0.00%	33.08%	0.81%	1.85%	6.50%	0.00%

Drawdowns

Drawdown Indicators

	WCQGX	WCMJX	Difference
Max Drawdown Largest peak-to-trough decline	-59.28%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-15.08%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-57.82%	—	—
Current Drawdown Current decline from peak	-44.45%	—	—
Average Drawdown Average peak-to-trough decline	-34.13%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	6.65%	—	—

Volatility

Volatility by Period

	WCQGX	WCMJX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.14%	—	—
Volatility (6M) Calculated over the trailing 6-month period	15.84%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	22.78%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.45%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.76%	—	—