Australia markets close in 1 hour 9 minutes

WCM Small Cap Growth Investor (WCMNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
11.99-0.09 (-0.75%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.98%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (16 Apr 2024)38.86%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return38.86%
Worst 3-yr total return-2.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWCMNXCategory
YTD7.05%12.40%
1-month1.40%3.37%
3-month7.05%4.88%
1-year14.26%55.69%
3-year-1.39%19.34%
5-year0.00%20.72%
10-year0.00%13.98%
Last bull market36.79%27.85%
Last bear market-18.80%-24.06%

Annual total return (%) history

Year
WCMNXCategory
2024
N/AN/A
2023
15.64%N/A
2022
-23.47%N/A
2021
4.95%N/A
2020
38.86%38.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.05%N/AN/AN/A
20238.34%4.20%-7.30%10.51%
2022-11.80%-18.80%-0.71%7.62%
20213.69%5.44%-4.33%0.33%
2020-25.65%33.59%8.48%28.87%

Rank in category (by total return)

YTD52
1-month84
3-month52
1-year75
3-year53
5-yearN/A

Load adjusted returns

1-year14.26%
3-year-1.39%
5-yearN/A
10-yearN/A