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WCM International Small Cap Growth Instl (WCMSX)
At close: 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.37% |
| 5y Average Return | 7.88% |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 6, 2024) | 55.33% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 55.33% |
| Worst 3Y Total Return | -6.21% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WCMSX
Category
- YTD
- 3.22%
- 7.70%
- 1-Month
- -3.07%
- 0.28%
- 3-Month
- 0.73%
- 7.17%
- 1-Year
- 31.96%
- 42.00%
- 3-Year
- -11.00%
- 13.14%
- 5-Year
- 7.96%
- 14.91%
- 10-Year
- 0.00%
- 9.64%
- Last Bull Market
- 31.45%
- 19.05%
- Last Bear Market
- -25.60%
- -21.47%
Annual Total Return (%) History
Year
WCMSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.83% | -1.50% | 5.14% | -- |
| 2023 | 8.61% | 3.57% | -6.90% | 16.73% |
| 2022 | -20.22% | -25.60% | -11.35% | 10.01% |
| 2021 | -0.45% | 11.77% | 5.07% | -0.27% |
| 2020 | -20.87% | 43.49% | 13.50% | 20.53% |
| 2019 | 17.97% | 7.04% | 0.38% | 13.60% |
| 2018 | 7.22% | 5.35% | 1.75% | -20.67% |
| 2017 | 9.56% | 12.82% | 6.93% | 7.70% |
| 2016 | 0.40% | 2.08% | 7.46% | -9.47% |
Rank in Category (By Total Return)
| YTD | 56 |
| 1-Month | 4 |
| 3-Month | 6 |
| 1-Year | 10 |
| 3-Year | 83 |
| 5-Year | 8 |
Load Adjusted Returns
| 1-Year | 31.96% |
| 3-Year | -11.00% |
| 5-Year | 7.96% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 4.37% |
| 5y Average Return | 7.88% |
| Rank in Category (ytd) | 56 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.31 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Small/Mid Growth |
| Fund Family | WCM Investment Management |
| Net Assets | 271.93M |
| YTD Return | 3.22% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 30, 2015 |
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities or depository receipts of small capitalization companies domiciled outside of the United States, including in emerging and frontier market countries. The fund invests in the securities of companies located in different countries and in at least three different countries.
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