WCMLX Performance — WCM Small Cap Growth Fund, Institutional Class
Data updated: 2026-08-27
WCMLX returned +17.95% year to date and +31.51% over one year to Jun 2026. Annualised returns are +10.88% over 3 years and +2.58% over 5 years. Against its US Mid-Cap Growth category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $136, against $152 for the category, and to $132 over one year, against $118. Volatility over the past three years was 19.59% a year. In the 12 months to Jun 2026 the fund took in a net $1.8M, and assets reached $56.60M.
WCMLX Growth of $100
What $100 invested in WCM Small Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Growth category average over the same months.
| Period | WCMLX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $132 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $136 | $152 |
| 5 years (Jul 2021 – Jun 2026) | $114 | $129 |
| Since data start (Aug 2019 – Jun 2026) | $182 | $200 |
WCMLX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +17.95% |
| 1 year | +31.51% |
| 3 years (annualised) | +10.88% |
| 5 years (annualised) | +2.58% |
WCMLX Annual Returns
Calendar-year total returns of WCM Small Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +17.95% |
| 2025 | +8.03% |
| 2024 | +4.30% |
| 2023 | +15.88% |
| 2022 | −23.26% |
| 2021 | +5.28% |
| 2020 | +39.15% |
| 2019 (Aug–Dec) | +5.24% |
WCMLX 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 | +4.8% | +1.5% | −9.5% | +10.8% | +3.7% | +6.6% | — | — | — | — | — | — |
| 2025 | +6.3% | −8.3% | −9.5% | −0.2% | +5.3% | +4.4% | +5.0% | +3.4% | +2.4% | −0.4% | +2.0% | −1.2% |
| 2024 | −0.6% | +6.3% | +1.5% | −7.5% | +1.5% | +0.5% | +5.3% | +0.3% | +0.8% | −2.9% | +9.0% | −8.4% |
| 2023 | +12.6% | −2.5% | −1.3% | −1.4% | −3.9% | +10.0% | +3.5% | −4.5% | −6.1% | −7.0% | +8.1% | +10.0% |
| 2022 | −11.4% | −0.4% | +0.1% | −9.7% | −4.0% | −6.3% | +12.7% | −3.1% | −8.9% | +7.7% | +4.5% | −4.3% |
| 2021 | +2.0% | +4.6% | −2.7% | +5.7% | −3.2% | +3.2% | −1.7% | +0.9% | −3.5% | +3.6% | −6.3% | +3.4% |
| 2020 | +1.0% | −7.3% | −20.6% | +19.4% | +9.3% | +2.6% | +2.8% | +7.9% | −2.1% | +2.1% | +16.0% | +8.7% |
| 2019 | — | — | — | — | — | — | — | 0.0% | 0.0% | 0.0% | +4.9% | +0.3% |
WCMLX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 19.59%
- 3-year Sharpe ratio: 0.33 (vs 4.5% risk-free rate)
- Best month: +10.79% (Apr 2026)
- Worst month: −9.49% (Mar 2026)
WCMLX Fund Flows
Monthly money in and out of WCM Small Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $1.8M
- 12-month gross sales (incl. reinvestments): $10.1M
- Sales ÷ redemptions: 1.22×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $291K | $257K | $33K |
| May 2026 | $1.6M | $2.2M | −$596K |
| Apr 2026 | $569K | $910K | −$341K |
| Mar 2026 | $806K | $123K | $683K |
| Feb 2026 | $4.1M | $226K | $3.9M |
| Jan 2026 | $1.1M | $209K | $885K |
| Dec 2025 | $468K | $248K | $220K |
| Nov 2025 | $151K | $135K | $16K |
| Oct 2025 | $732K | $2.0M | −$1.2M |
| Sep 2025 | $16K | $1.2M | −$1.2M |
| Aug 2025 | $58K | $622K | −$565K |
| Jul 2025 | $189K | $173K | $17K |
WCMLX Assets Under Management
Net assets of WCM Small Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $56.60M |
| 2026-03-31 | $46.97M |
| 2025-12-31 | $43.64M |
| 2025-09-30 | $44.94M |
| 2025-06-30 | $42.09M |
| 2025-03-31 | $40.43M |
| 2024-12-31 | $40.12M |
| 2024-09-30 | $41.17M |
| 2024-06-30 | $40.78M |
| 2024-03-31 | $45.16M |
| 2023-12-31 | $40.53M |
| 2023-09-30 | $32.83M |
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.