Nasdaq - Delayed Quote USD
WCM China Quality Growth Investor (WCQGX)
9.76
+0.04
+(0.41%)
At close: 8:07:21 AM EDT
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 Chinese companies. The advisor considers a company to be a Chinese company if it has been organized under the laws of, has its principal offices in, or has its securities principally traded in, China, or if the company derives at least 50% of its revenues or net profits from, or has at least 50% of its assets or production capacities in, China. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 3.88% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 1 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 13.23% |
| 5y Average Return | -0.22% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WCQGX | Category Average | WCQGX | Category Average | WCQGX | Category Average | |
| Alpha | -10.81 | 0.06 | -7.14 | 0.06 | -- | 0.03 |
| BETA | 0.98 | 0.01 | 0.91 | 0.01 | -- | 0.01 |
| Mean Annual Return | -0.16 | 0.01 | 0.24 | 0.01 | -- | 0.01 |
| R-squared | 28.34 | 0.46 | 27.3 | 0.43 | -- | 0.53 |
| Standard Deviation | 28.73 | 0.22 | 26.22 | 0.19 | -- | 0.21 |
| Sharpe Ratio | -0.23 | 0.01 | 0 | 0.01 | -- | 0 |
| Treynor Ratio | -10.65 | 0.15 | -3.61 | 0.17 | -- | 0.07 |
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