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Wcm Focused International Growth Fund Insti Cl: (MF: WCMIX)
(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET
$26.49 USD
+0.26 (0.99%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.42 | 19 |
| 3 months | 4.66 | 83 |
| 6 months | 3.22 | 93 |
| 1 Year | 29.03 | 10 |
| 3 Year | 0.35 | 62 |
| 5 Year | 10.26 | 7 |
| 10 Year | 10.00 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 29.03 |
| 5 Year | 10.26 |
| 10 Year | 10.00 |
| Since Inception | 8.85 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.81 | -1.37 | 4.66 | NA |
| 2023 | 10.58 | 3.58 | -8.97 | 11.79 |
| 2022 | -17.34 | -17.43 | -8.09 | 13.36 |
| 2021 | -0.04 | 10.67 | 0.14 | 5.62 |
| 2020 | -16.81 | 25.68 | 8.70 | 16.87 |
| 2019 | 12.83 | 9.92 | -0.57 | 9.61 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.42 | 16.57 | -28.90 | 17.02 | 32.81 | 35.18 | -7.62 | 31.23 | 0.65 | 5.81 | -0.30 |
| % Total Return Rel to Index | 1.92 | -2.28 | -12.42 | -0.34 | 27.38 | 16.75 | 8.51 | 9.43 | 2.53 | 9.08 | 7.03 |
| % Total Return Rel to Peer | 2.75 | 1.74 | -9.18 | 10.59 | 18.08 | 12.84 | 8.40 | 2.31 | -2.09 | 10.36 | 4.35 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.04 | 0.00 | 0.07 | 0.06 | 0.03 | 0.06 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.21 | 0.00 | 0.44 | 0.48 | 0.30 | 0.53 |
| Capital Gains ($) | 0.00 | 0.15 | 0.02 | 1.27 | 0.33 | 0.00 | 0.53 | 0.00 | 0.19 | 0.11 | 0.00 |
| Expense Ratio | 1.03 | 1.04 | 1.04 | 1.05 | 1.04 | 1.03 | 1.05 | 1.02 | 1.03 | 1.04 | 1.04 |
* 1 = Top 20%, 5 = Bottom 20%