Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMVYX (WCM Mid Cap Quality Value Y) | 3.96% | 2.24% | NA | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 12/04/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMVYX (WCM Mid Cap Quality Value Y) | 12/04/2024 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.73 | 2.24 | NA | NA | NA | NA | NA | … | … | 3.96 | -7.17 | -6.84 |
| Sharpe Ratio | NA | -0.02 | NA | NA | NA | NA | NA | … | … | 0.37 | -0.50 | -4.90 |
| Standard Deviation(%) | NA | 16.60 | NA | NA | NA | NA | NA | … | … | 17.62 | 20.00 | 13.48 |
| Draw Down(%) | NA | 12.75 | NA | NA | NA | NA | NA | … | … | 12.75 | 20.25 | 6.84 |
| Yield(%) | 0.00 | 3.60 | 2.84 | 1.70 | 0.85 | 0.57 | 0.43 | … | … | 0.00 | 3.42 | 5.53 |
Data as of 06/12/2026, Common starting date is 12/04/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMVYX (WCM Mid Cap Quality Value Y) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMVYX (WCM Mid Cap Quality Value Y) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart