Nasdaq - Delayed Quote USD

WCM Focused Emerging Markets Instl (WCMEX)

15.54
+0.07
+(0.45%)
At close: 8:07:14 AM EST

Performance Overview

Morningstar Return Rating --
YTD Return 4.88%
5y Average Return 1.77%
Number of Years Up 5
Number of Years Down 6
Best 1Y Total Return (Feb 11, 2025) 40.90%
Worst 1Y Total Return (Feb 11, 2025) --
Best 3Y Total Return 40.90%
Worst 3Y Total Return -10.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WCMEX
Category
YTD
3.12%
8.73%
1-Month
3.12%
1.20%
3-Month
2.56%
5.47%
1-Year
19.58%
41.79%
3-Year
-4.18%
11.48%
5-Year
2.27%
12.18%
10-Year
5.62%
4.39%
Last Bull Market
9.92%
17.73%
Last Bear Market
-15.38%
-25.55%

Annual Total Return (%) History

Year
WCMEX
Category
2024
10.07%
--
2023
4.54%
--
2022
-30.69%
--
2021
-1.73%
--
2020
36.52%
17.90%
2019
37.57%
19.25%
2018
-12.66%
-16.07%
2017
40.90%
34.17%

2016
-0.83%
8.47%
2015
-7.62%
-13.79%
2014
-7.50%
-3.01%
2013
--
-0.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.64% 3.82% 5.23% -0.87%
2023 3.26% -1.20% -6.24% 9.29%
2022 -16.44% -15.38% -10.91% 10.03%
2021 -1.92% 8.85% -4.54% -3.58%
2020 -21.09% 27.34% 14.06% 19.12%
2019 17.03% 5.04% -1.75% 13.92%
2018 6.41% -6.10% -3.98% -8.97%
2017 11.00% 11.95% 5.47% 7.50%
2016 3.68% 3.98% 4.87% -12.28%
2015 -1.95% 3.46% -15.59% 7.89%

2014 -2.28% 4.18% -7.65% -1.62%
2013 2.10% 3.13% -- --

Rank in Category (By Total Return)

YTD 9
1-Month 9
3-Month 2
1-Year 3
3-Year 84
5-Year 70

Load Adjusted Returns

1-Year 19.58%
3-Year -4.18%
5-Year 2.27%
10-Year 5.62%

Performance & Risk

YTD Return 4.88%
5y Average Return 1.77%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family WCM Investment Management
Net Assets 924.62M
YTD Return 3.12%
Yield 0.00%
Morningstar Rating
Inception Date Jun 28, 2013

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of companies in emerging or frontier countries or markets. It may invest in securities of any size companies. The fund generally invests in the securities of companies domiciled in at least three different countries.

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