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WCM Focused International Growth Inv (WCMRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.11+0.33 (+1.39%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.39%
5-year average return9.05%
Number of years up9
Number of years down3
Best 1-yr total return (2 May 2024)35.02%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return35.02%
Worst 3-yr total return-1.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWCMRXCategory
YTD5.08%7.01%
1-month-5.94%0.44%
3-month2.79%6.77%
1-year10.02%34.50%
3-year-1.44%13.81%
5-year8.89%13.83%
10-year8.66%8.22%
Last bull market29.58%17.48%
Last bear market-17.51%-22.43%

Annual total return (%) history

Year
WCMRXCategory
2024
N/AN/A
2023
16.29%N/A
2022
-29.06%N/A
2021
16.72%N/A
2020
32.42%25.48%
2019
35.02%27.83%
2018
-7.57%-14.08%
2017
30.89%30.87%
2016
0.47%-2.14%
2015
5.51%0.95%
2014
-0.60%-3.92%
2013
21.57%18.58%
2012
12.19%17.70%
2011
N/A-12.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.71%N/AN/AN/A
202310.49%3.49%-9.04%11.80%
2022-17.35%-17.51%-8.18%13.34%
2021-0.12%10.62%0.07%5.56%
2020-16.87%25.53%8.64%16.81%
201912.81%9.90%-0.64%9.60%
20181.72%0.81%2.98%-12.48%
201710.48%8.13%4.25%5.09%
20160.25%3.03%4.61%-7.01%
20155.06%0.90%-6.15%6.05%
20140.93%2.95%-4.25%-0.09%
20137.18%-0.96%8.12%5.93%
201211.10%-7.83%4.69%4.65%
20118.44%N/AN/AN/A

Rank in category (by total return)

YTD18
1-month87
3-month43
1-year29
3-year45
5-year9

Load adjusted returns

1-year10.02%
3-year-1.44%
5-year8.89%
10-year8.66%