WCFOX Performance — WCM Focused International Opportunities Fund, Investor Class
Data updated: 2026-08-27
WCFOX returned +17.21% year to date and +21.67% over one year to Jun 2026. Annualised returns are +20.76% over 3 years and +5.56% over 5 years. The fund beat its International Mid-Cap Blend category average: $100 invested three years ago grew to $176, against $156 for the category, and to $122 over one year, against $118. Volatility over the past three years was 18.81% a year. In the 12 months to Jun 2026 the fund took in a net $79.5M, and assets reached $132.38M.
WCFOX Growth of $100
What $100 invested in WCM Focused International Opportunities Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the International Mid-Cap Blend category average over the same months.
| Period | WCFOX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $122 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $176 | $156 |
| 5 years (Jul 2021 – Jun 2026) | $131 | $143 |
| Since data start (Feb 2021 – Jun 2026) | $154 | $157 |
WCFOX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +17.21% |
| 1 year | +21.67% |
| 3 years (annualised) | +20.76% |
| 5 years (annualised) | +5.56% |
WCFOX Annual Returns
Calendar-year total returns of WCM Focused International Opportunities Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +17.21% |
| 2025 | +31.45% |
| 2024 | +4.34% |
| 2023 | +25.65% |
| 2022 | −35.42% |
| 2021 (Feb–Dec) | +18.14% |
WCFOX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.1% | −1.2% | −9.1% | +13.3% | +5.0% | +3.6% | — | — | — | — | — | — |
| 2025 | +5.1% | −0.2% | −4.9% | +6.9% | +9.8% | +8.2% | −0.6% | +1.9% | +4.5% | +0.9% | −3.2% | +0.5% |
| 2024 | −1.0% | +4.8% | +2.2% | −7.4% | +4.6% | −0.9% | +0.4% | +2.9% | −0.4% | −2.3% | +5.4% | −3.2% |
| 2023 | +10.2% | −3.1% | +4.1% | +0.6% | −0.2% | +2.8% | +2.9% | −3.7% | −5.0% | −6.2% | +13.2% | +9.5% |
| 2022 | −14.3% | −4.5% | −1.9% | −12.0% | −3.7% | −9.7% | +8.4% | −5.6% | −11.5% | +4.9% | +12.9% | −1.9% |
| 2021 | — | 0.0% | +0.3% | +8.2% | +2.6% | +5.7% | +1.9% | +5.2% | −5.2% | +4.1% | −5.6% | +0.6% |
WCFOX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 18.81%
- 3-year Sharpe ratio: 0.86 (vs 4.5% risk-free rate)
- Best month: +13.26% (Apr 2026)
- Worst month: −9.15% (Mar 2026)
WCFOX Fund Flows
Monthly money in and out of WCM Focused International Opportunities Fund, from SEC Form N-PORT.
- 12-month net flow: $79.5M
- 12-month gross sales (incl. reinvestments): $88.4M
- Sales ÷ redemptions: 9.90×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $32.4M | $76K | $32.3M |
| May 2026 | $33.8M | $2.5M | $31.4M |
| Apr 2026 | $867K | $765K | $101K |
| Mar 2026 | $1.4M | $986K | $368K |
| Feb 2026 | $5.6M | $1.9M | $3.6M |
| Jan 2026 | $1.5M | $453K | $1.1M |
| Dec 2025 | $1.1M | $1.1M | −$68K |
| Nov 2025 | $915K | $80K | $835K |
| Oct 2025 | $7.0M | $222K | $6.8M |
| Sep 2025 | $1.3M | $69K | $1.2M |
| Aug 2025 | $1.7M | $298K | $1.4M |
| Jul 2025 | $877K | $454K | $423K |
WCFOX Assets Under Management
Net assets of WCM Focused International Opportunities Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $132.38M |
| 2026-03-31 | $53.43M |
| 2025-12-31 | $51.23M |
| 2025-09-30 | $44.88M |
| 2025-06-30 | $39.45M |
| 2025-03-31 | $31.43M |
| 2024-12-31 | $34.58M |
| 2024-09-30 | $41.62M |
| 2024-06-30 | $40.69M |
| 2024-03-31 | $41.17M |
| 2023-12-31 | $36.91M |
| 2023-09-30 | $31.11M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.