WCMSX Performance — WCM International Small Cap Growth Fund, Institutional Class
Data updated: 2026-08-27
WCMSX returned +12.57% year to date and +7.48% over one year to Jun 2026. Annualised returns are +14.67% over 3 years and +0.57% over 5 years. Against its International Small Growth category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $151, against $150 for the category, and to $107 over one year, against $119. Volatility over the past three years was 19.37% a year. In the 12 months to Jun 2026 the fund lost a net $112.7M, and assets reached $249.22M.
WCMSX Growth of $100
What $100 invested in WCM International Small Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the International Small Growth category average over the same months.
| Period | WCMSX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $107 | $119 |
| 3 years (Jul 2023 – Jun 2026) | $151 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $103 | $118 |
| Since data start (Aug 2019 – Jun 2026) | $203 | $183 |
WCMSX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +12.57% |
| 1 year | +7.48% |
| 3 years (annualised) | +14.67% |
| 5 years (annualised) | +0.57% |
WCMSX Annual Returns
Calendar-year total returns of WCM International Small Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +12.57% |
| 2025 | +18.14% |
| 2024 | +4.32% |
| 2023 | +22.26% |
| 2022 | −42.12% |
| 2021 | +16.59% |
| 2020 | +55.33% |
| 2019 (Aug–Dec) | +13.89% |
WCMSX 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 | +5.5% | +3.1% | −6.8% | +10.7% | +4.9% | −4.3% | — | — | — | — | — | — |
| 2025 | +2.6% | −0.2% | −5.4% | +8.5% | +9.4% | +7.5% | −0.2% | +2.2% | −0.1% | −2.3% | −3.0% | −1.1% |
| 2024 | −2.3% | +4.9% | +0.3% | −5.5% | +5.4% | −1.1% | +1.2% | +4.4% | −0.4% | −3.1% | +3.1% | −2.0% |
| 2023 | +9.9% | −3.0% | +1.9% | +1.4% | −2.9% | +5.2% | +2.9% | −3.9% | −5.8% | −8.7% | +16.7% | +9.5% |
| 2022 | −15.0% | −5.3% | −1.0% | −11.0% | −3.8% | −13.1% | +7.9% | −6.2% | −12.4% | +5.0% | +9.1% | −4.0% |
| 2021 | −0.6% | +1.5% | −1.3% | +6.7% | +1.2% | +3.6% | +3.3% | +6.2% | −4.2% | +3.3% | −4.5% | +1.0% |
| 2020 | −1.5% | −5.3% | −15.1% | +18.8% | +14.8% | +5.2% | +7.2% | +5.1% | +0.7% | −2.6% | +12.2% | +10.3% |
| 2019 | — | — | — | — | — | — | — | −1.6% | +1.9% | +2.5% | +6.0% | +4.6% |
WCMSX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 19.37%
- 3-year Sharpe ratio: 0.53 (vs 4.5% risk-free rate)
- Best month: +16.74% (Nov 2023)
- Worst month: −8.69% (Oct 2023)
WCMSX Fund Flows
Monthly money in and out of WCM International Small Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$112.7M
- 12-month gross sales (incl. reinvestments): $45.7M
- Sales ÷ redemptions: 0.29×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.3M | $68.2M | −$66.9M |
| May 2026 | $1.4M | $6.3M | −$4.9M |
| Apr 2026 | $3.3M | $2.5M | $778K |
| Mar 2026 | $3.4M | $17.2M | −$13.8M |
| Feb 2026 | $1.6M | $12.3M | −$10.8M |
| Jan 2026 | $4.1M | $8.6M | −$4.5M |
| Dec 2025 | $6.4M | $6.8M | −$430K |
| Nov 2025 | $3.0M | $4.3M | −$1.3M |
| Oct 2025 | $2.8M | $8.2M | −$5.4M |
| Sep 2025 | $2.4M | $3.7M | −$1.3M |
| Aug 2025 | $3.2M | $5.8M | −$2.5M |
| Jul 2025 | $12.8M | $14.5M | −$1.6M |
WCMSX Assets Under Management
Net assets of WCM International Small Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $249.22M |
| 2026-03-31 | $288.90M |
| 2025-12-31 | $313.22M |
| 2025-09-30 | $344.21M |
| 2025-06-30 | $343.27M |
| 2025-03-31 | $286.31M |
| 2024-12-31 | $290.76M |
| 2024-09-30 | $289.43M |
| 2024-06-30 | $295.08M |
| 2024-03-31 | $313.78M |
| 2023-12-31 | $311.55M |
| 2023-09-30 | $288.95M |
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.