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Wcm Focused Global Growth Fund - Investor Class: (MF: WFGGX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$24.15 USD
-0.07 (-0.29%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.78 | 7 |
| 3 months | 5.85 | 13 |
| 6 months | 26.35 | 7 |
| 1 Year | 24.12 | 9 |
| 3 Year | 1.55 | 56 |
| 5 Year | 10.85 | 15 |
| 10 Year | 11.44 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 30.76 |
| 5 Year | 12.46 |
| 10 Year | 11.53 |
| Since Inception | 12.35 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.80 | NA | NA | NA |
| 2023 | 9.77 | 6.42 | -4.97 | 13.60 |
| 2022 | -16.36 | -18.15 | -3.88 | 5.24 |
| 2021 | -2.01 | 9.82 | 0.42 | 6.02 |
| 2020 | -13.31 | 24.85 | 10.05 | 16.82 |
| 2019 | 17.52 | 7.82 | -1.31 | 6.71 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.78 | 26.12 | -30.75 | 14.57 | 39.15 | 33.44 | -3.51 | 27.27 | 3.74 | 11.00 | -3.21 |
| % Total Return Rel to Index | 3.77 | 1.71 | -11.66 | -3.59 | 25.07 | 8.24 | 6.91 | 7.15 | -1.59 | 13.76 | -6.14 |
| % Total Return Rel to Peer | 5.59 | 7.48 | -11.19 | -1.63 | 22.48 | 8.70 | 6.51 | 5.04 | -1.83 | 13.27 | -5.10 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.25 | 0.04 | 0.17 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 1.90 | 0.36 | 1.43 |
| Capital Gains ($) | 0.00 | 0.00 | 0.60 | 2.64 | 0.82 | 0.31 | 0.40 | 0.18 | 1.25 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.30 | 1.30 | 1.30 | 1.28 | 1.40 | 1.40 | 1.41 | 0.83 | 0.77 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%