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WCM Focused Emerging Markets Investor (WFEMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.78-0.05 (-0.36%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.00%
5-year average return2.79%
Number of years up4
Number of years down6
Best 1-yr total return (9 May 2024)40.93%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return40.93%
Worst 3-yr total return-10.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWFEMXCategory
YTD1.51%8.73%
1-month-0.07%1.20%
3-month7.00%5.47%
1-year4.51%41.79%
3-year-10.82%11.48%
5-year2.05%12.18%
10-year3.63%4.39%
Last bull market14.35%17.73%
Last bear market-15.43%-25.55%

Annual total return (%) history

Year
WFEMXCategory
2024
N/AN/A
2023
4.25%N/A
2022
-30.86%N/A
2021
-2.00%N/A
2020
36.15%17.90%
2019
37.43%19.25%
2018
-12.70%-16.07%
2017
40.93%34.17%
2016
-0.83%8.47%
2015
-7.67%-13.79%
2014
-7.71%-3.01%
2013
N/A-0.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.58%N/AN/AN/A
20233.14%-1.22%-6.32%9.23%
2022-16.51%-15.43%-10.97%10.00%
2021-1.98%8.77%-4.58%-3.66%
2020-21.19%27.33%13.94%19.08%
201917.09%4.97%-1.83%13.90%
20186.35%-6.12%-3.99%-8.92%
201710.92%12.00%5.40%7.62%
20163.58%4.11%4.78%-12.23%
2015-1.96%3.36%-15.56%7.90%
2014-2.28%4.09%-7.67%-1.72%
20132.00%3.04%N/AN/A

Rank in category (by total return)

YTD70
1-month45
3-month36
1-year84
3-year94
5-year60

Load adjusted returns

1-year4.51%
3-year-10.82%
5-year2.05%
10-year3.63%