WFEMX Performance — WCM Focused Emerging Markets Fund, Investor Class
Data updated: 2026-08-27
WFEMX returned +27.57% year to date and +40.77% over one year to Jun 2026. Annualised returns are +23.41% over 3 years and +4.01% over 5 years. Against its Emerging Markets Equity category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $188, against $179 for the category, and to $141 over one year, against $141. Volatility over the past three years was 15.39% a year. In the 12 months to Jun 2026 the fund lost a net $108.0M, and assets reached $1.10B.
WFEMX Growth of $100
What $100 invested in WCM Focused Emerging Markets 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 | WFEMX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $141 | $141 |
| 3 years (Jul 2023 – Jun 2026) | $188 | $179 |
| 5 years (Jul 2021 – Jun 2026) | $122 | $144 |
| Since data start (Aug 2019 – Jun 2026) | $199 | $196 |
WFEMX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +27.57% |
| 1 year | +40.77% |
| 3 years (annualised) | +23.41% |
| 5 years (annualised) | +4.01% |
WFEMX Annual Returns
Calendar-year total returns of WCM Focused Emerging Markets Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +27.57% |
| 2025 | +31.13% |
| 2024 | +9.81% |
| 2023 | +4.25% |
| 2022 | −30.86% |
| 2021 | −2.00% |
| 2020 | +36.15% |
| 2019 (Aug–Dec) | +12.68% |
WFEMX 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 | +8.1% | +2.8% | −8.2% | +12.8% | +7.4% | +3.1% | — | — | — | — | — | — |
| 2025 | +3.1% | −2.3% | −1.4% | +2.3% | +8.3% | +8.1% | +1.7% | +3.4% | +4.8% | +2.6% | −3.0% | +0.6% |
| 2024 | −5.1% | +5.0% | +2.0% | −0.1% | +1.5% | +2.3% | −3.1% | +3.9% | +4.5% | −0.3% | +0.8% | −1.4% |
| 2023 | +8.6% | −6.4% | +1.5% | −1.8% | −3.1% | +3.8% | +1.4% | −4.8% | −3.0% | −3.0% | +8.1% | +4.2% |
| 2022 | −6.5% | −6.4% | −4.6% | −9.2% | −0.9% | −6.1% | +0.5% | +0.3% | −11.7% | −2.3% | +15.3% | −2.3% |
| 2021 | +1.2% | −0.1% | −3.1% | +3.2% | +3.4% | +1.9% | −5.1% | +4.7% | −4.0% | +2.1% | −6.3% | +0.7% |
| 2020 | −1.4% | −3.7% | −17.0% | +10.6% | +5.1% | +9.5% | +9.9% | +5.8% | −2.0% | +2.2% | +8.0% | +7.9% |
| 2019 | — | — | — | — | — | — | — | −2.2% | +1.1% | +5.2% | +2.1% | +6.0% |
WFEMX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 15.39%
- 3-year Sharpe ratio: 1.23 (vs 4.5% risk-free rate)
- Best month: +12.83% (Apr 2026)
- Worst month: −8.16% (Mar 2026)
WFEMX Fund Flows
Monthly money in and out of WCM Focused Emerging Markets Fund, from SEC Form N-PORT.
- 12-month net flow: −$108.0M
- 12-month gross sales (incl. reinvestments): $209.5M
- Sales ÷ redemptions: 0.66×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $18.9M | $40.7M | −$21.8M |
| May 2026 | $13.6M | $18.9M | −$5.3M |
| Apr 2026 | $19.2M | $13.5M | $5.7M |
| Mar 2026 | $20.1M | $30.0M | −$9.9M |
| Feb 2026 | $18.1M | $25.0M | −$6.9M |
| Jan 2026 | $17.2M | $21.1M | −$4.0M |
| Dec 2025 | $18.7M | $26.5M | −$7.7M |
| Nov 2025 | $29.2M | $45.5M | −$16.3M |
| Oct 2025 | $7.5M | $48.2M | −$40.7M |
| Sep 2025 | $27.9M | $13.9M | $14.0M |
| Aug 2025 | $12.1M | $16.1M | −$4.0M |
| Jul 2025 | $7.0M | $18.1M | −$11.1M |
WFEMX Assets Under Management
Net assets of WCM Focused Emerging Markets Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.10B |
| 2026-03-31 | $893.21M |
| 2025-12-31 | $894.43M |
| 2025-09-30 | $957.18M |
| 2025-06-30 | $869.68M |
| 2025-03-31 | $766.90M |
| 2024-12-31 | $912.68M |
| 2024-09-30 | $976.59M |
| 2024-06-30 | $1.00B |
| 2024-03-31 | $1.03B |
| 2023-12-31 | $1.19B |
| 2023-09-30 | $1.22B |
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.