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Wcm Focused International Growth Fd Inv Cl: (MF: WCMRX)
(NASDAQ Mutual Funds) As of Sep 23, 2024 08:00 PM ET
$25.95 USD
+0.08 (0.31%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.30 | 4 |
| 3 months | 5.75 | 16 |
| 6 months | 6.31 | 79 |
| 1 Year | 23.27 | 7 |
| 3 Year | -1.52 | 60 |
| 5 Year | 9.99 | 11 |
| 10 Year | 9.45 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 11.98 |
| 5 Year | 8.87 |
| 10 Year | 8.79 |
| Since Inception | 9.21 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.71 | -1.43 | NA | NA |
| 2023 | 10.49 | 3.49 | -9.04 | 11.80 |
| 2022 | -17.35 | -17.51 | -8.18 | 13.33 |
| 2021 | -0.12 | 10.62 | 0.07 | 5.56 |
| 2020 | -16.87 | 25.52 | 8.64 | 16.80 |
| 2019 | 12.81 | 9.89 | -0.63 | 9.60 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.30 | 16.29 | -29.05 | 16.72 | 32.42 | 35.02 | -7.65 | 30.88 | 0.45 | 5.53 | -0.59 |
| % Total Return Rel to Index | 3.88 | -2.56 | -12.57 | -0.64 | 26.98 | 16.59 | 8.48 | 9.08 | 2.33 | 8.80 | 6.74 |
| % Total Return Rel to Peer | 6.05 | 1.47 | -9.33 | 10.28 | 17.69 | 12.68 | 8.37 | 1.96 | -2.29 | 10.08 | 4.06 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 3.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.00 | 0.04 | 0.03 | 0.00 | 0.03 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.06 | 0.00 | 0.24 | 0.29 | 0.03 | 0.33 |
| Capital Gains ($) | 0.00 | 0.15 | 0.02 | 1.27 | 0.33 | 0.00 | 0.53 | 0.00 | 0.19 | 0.11 | 0.00 |
| Expense Ratio | 0.00 | 1.29 | 1.29 | 1.30 | 1.26 | 1.24 | 1.30 | 1.27 | 1.28 | 1.29 | 1.29 |
* 1 = Top 20%, 5 = Bottom 20%