WCMIX Performance — WCM Focused International Growth Fund, Institutional Class
Data updated: 2026-08-27
WCMIX returned +15.71% year to date and +11.35% over one year to Jun 2026. Annualised returns are +15.04% over 3 years and +5.58% over 5 years. Against its International Large Growth category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $152, against $139 for the category, and to $111 over one year, against $113. Volatility over the past three years was 17.06% a year. In the 12 months to Jun 2026 the fund lost a net $246.1M, and assets reached $22.50B.
WCMIX Growth of $100
What $100 invested in WCM Focused International Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the International Large Growth category average over the same months.
| Period | WCMIX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $111 | $113 |
| 3 years (Jul 2023 – Jun 2026) | $152 | $139 |
| 5 years (Jul 2021 – Jun 2026) | $131 | $118 |
| Since data start (Aug 2019 – Jun 2026) | $210 | $179 |
WCMIX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +15.71% |
| 1 year | +11.35% |
| 3 years (annualised) | +15.04% |
| 5 years (annualised) | +5.58% |
WCMIX Annual Returns
Calendar-year total returns of WCM Focused International Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +15.71% |
| 2025 | +20.90% |
| 2024 | +6.95% |
| 2023 | +16.56% |
| 2022 | −28.90% |
| 2021 | +17.02% |
| 2020 | +32.82% |
| 2019 (Aug–Dec) | +9.18% |
WCMIX 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 | +6.9% | +2.5% | −9.8% | +9.2% | +3.8% | +3.4% | — | — | — | — | — | — |
| 2025 | +6.8% | +2.8% | −4.2% | +4.9% | +8.9% | +4.6% | −4.6% | +1.3% | +4.3% | −1.2% | −4.0% | +0.6% |
| 2024 | +2.3% | +7.0% | +2.1% | −5.9% | +4.7% | +0.1% | +0.4% | +5.3% | −0.9% | −3.6% | +2.3% | −6.0% |
| 2023 | +9.1% | −2.8% | +4.2% | +0.6% | −0.3% | +3.4% | +0.4% | −4.4% | −5.1% | −3.6% | +10.4% | +5.1% |
| 2022 | −12.4% | −6.0% | +0.4% | −9.8% | −1.3% | −7.3% | +10.2% | −6.9% | −10.5% | +6.2% | +12.4% | −5.0% |
| 2021 | −0.4% | +0.1% | +0.3% | +5.8% | +2.5% | +2.0% | +2.7% | +3.4% | −5.7% | +5.4% | −3.5% | +3.8% |
| 2020 | −1.0% | −4.1% | −12.4% | +9.2% | +8.0% | +6.6% | +5.9% | +3.9% | −1.2% | −0.7% | +11.5% | +5.6% |
| 2019 | — | — | — | — | — | — | — | +0.6% | −1.0% | +2.1% | +2.7% | +4.5% |
WCMIX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 17.06%
- 3-year Sharpe ratio: 0.62 (vs 4.5% risk-free rate)
- Best month: +10.37% (Nov 2023)
- Worst month: −9.83% (Mar 2026)
WCMIX Fund Flows
Monthly money in and out of WCM Focused International Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$246.1M
- 12-month gross sales (incl. reinvestments): $3.6B
- Sales ÷ redemptions: 0.94×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $133.0M | $277.4M | −$144.3M |
| May 2026 | $153.5M | $276.7M | −$123.2M |
| Apr 2026 | $169.6M | $380.6M | −$211.1M |
| Mar 2026 | $259.1M | $337.8M | −$78.7M |
| Feb 2026 | $227.3M | $399.1M | −$171.8M |
| Jan 2026 | $277.8M | $261.9M | $15.9M |
| Dec 2025 | $1.3B | $530.3M | $734.6M |
| Nov 2025 | $200.6M | $416.4M | −$215.8M |
| Oct 2025 | $219.2M | $242.6M | −$23.4M |
| Sep 2025 | $164.9M | $323.8M | −$158.9M |
| Aug 2025 | $214.3M | $180.7M | $33.6M |
| Jul 2025 | $322.1M | $225.1M | $97.0M |
WCMIX Assets Under Management
Net assets of WCM Focused International Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $22.50B |
| 2026-03-31 | $19.64B |
| 2025-12-31 | $20.11B |
| 2025-09-30 | $21.71B |
| 2025-06-30 | $21.55B |
| 2025-03-31 | $18.04B |
| 2024-12-31 | $17.25B |
| 2024-09-30 | $19.67B |
| 2024-06-30 | $18.98B |
| 2024-03-31 | $19.26B |
| 2023-12-31 | $17.49B |
| 2023-09-30 | $16.14B |
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.