WCMWX Performance — WCM Focused Emerging Markets ex China Fund, Institutional Class
Data updated: 2026-08-27
WCMWX returned +49.43% year to date and +67.25% over one year to Jun 2026. The annualised 3-year return is +38.40%. The fund beat its Emerging Markets Equity category average: $100 invested three years ago grew to $265, against $179 for the category, and to $167 over one year, against $141. Volatility over the past three years was 20.07% a year. In the 12 months to Jun 2026 the fund took in a net $2.8M, and assets reached $39.06M.
WCMWX Growth of $100
What $100 invested in WCM Focused Emerging Markets ex China Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Emerging Markets Equity category average over the same months.
| Period | WCMWX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $167 | $141 |
| 3 years (Jul 2023 – Jun 2026) | $265 | $179 |
| Since data start (Dec 2022 – Jun 2026) | $307 | $187 |
WCMWX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +49.43% |
| 1 year | +67.25% |
| 3 years (annualised) | +38.40% |
WCMWX Annual Returns
Calendar-year total returns of WCM Focused Emerging Markets ex China Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +49.43% |
| 2025 | +39.49% |
| 2024 | +15.21% |
| 2023 | +29.00% |
| 2022 (Dec–Dec) | −0.90% |
WCMWX 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 | +9.7% | +5.4% | −9.9% | +19.3% | +15.7% | +3.9% | — | — | — | — | — | — |
| 2025 | +4.3% | −4.9% | −2.1% | +6.6% | +9.8% | +9.7% | −0.9% | +1.4% | +4.8% | +6.0% | −2.2% | +2.5% |
| 2024 | −1.5% | +5.6% | +1.6% | −1.4% | +1.1% | +3.8% | −0.2% | +3.2% | +1.3% | +0.9% | +1.9% | −1.7% |
| 2023 | +7.4% | −2.7% | +3.4% | +1.1% | +1.4% | +5.6% | +1.0% | −2.0% | −2.5% | −4.0% | +10.2% | +8.2% |
| 2022 | — | — | — | — | — | — | — | — | — | — | — | −0.9% |
WCMWX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 20.07%
- 3-year Sharpe ratio: 1.69 (vs 4.5% risk-free rate)
- Best month: +19.27% (Apr 2026)
- Worst month: −9.90% (Mar 2026)
WCMWX Fund Flows
Monthly money in and out of WCM Focused Emerging Markets ex China Fund, from SEC Form N-PORT.
- 12-month net flow: $2.8M
- 12-month gross sales (incl. reinvestments): $10.8M
- Sales ÷ redemptions: 1.34×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.2M | $1.5M | −$224K |
| May 2026 | $144K | $247K | −$103K |
| Apr 2026 | $331K | $157K | $174K |
| Mar 2026 | $270K | $333K | −$62K |
| Feb 2026 | $2.1M | $99K | $2.0M |
| Jan 2026 | $54K | $3.1M | −$3.1M |
| Dec 2025 | $2.1M | $509K | $1.5M |
| Nov 2025 | $158K | $101K | $57K |
| Oct 2025 | $616K | $1.2M | −$604K |
| Sep 2025 | $209K | $337K | −$129K |
| Aug 2025 | $656K | $283K | $373K |
| Jul 2025 | $3.0M | $213K | $2.8M |
WCMWX Assets Under Management
Net assets of WCM Focused Emerging Markets ex China Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $39.06M |
| 2026-03-31 | $27.30M |
| 2025-12-31 | $27.56M |
| 2025-09-30 | $26.73M |
| 2025-06-30 | $22.36M |
| 2025-03-31 | $14.71M |
| 2024-12-31 | $12.69M |
| 2024-09-30 | $9.33M |
| 2024-06-30 | $7.44M |
| 2024-03-31 | $7.01M |
| 2023-12-31 | $6.56M |
| 2023-09-30 | $5.41M |
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.