WFEMX Five Year Return

WFEMX -  USA Fund  

USD 19.07  0.34  1.75%

WCM Focused Emerging fundamentals help investors to digest information that contributes to WCM Focused's financial success or failures. It also enables traders to predict the movement of WFEMX Mutual Fund. This fundamental analysis module provides a way for investors to measures WCM Focused's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to WCM Focused mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

WFEMX Five Year Return 

 
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WFEMX Five Year Return Analysis

WCM Focused's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current WCM Focused Five Year Return

    
  6.89 %  
Most of WCM Focused's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, WCM Focused Emerging is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Compare to competition

WCM Focused Five Year Return Component Assessment

According to the company disclosure, WCM Focused Emerging has a Five Year Return of 6.89%. This is much higher than that of the WCM Investment Management family and significantly higher than that of the Family category. The five year return for all United States funds is notably lower than that of the firm.

WFEMX Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses WCM Focused's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of WCM Focused could also be used in its relative valuation, which is a method of valuing WCM Focused by comparing valuation metrics of similar companies.
WCM Focused is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for WCM Focused

The fund consists of 97.57% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

WFEMX Fundamentals

About WCM Focused Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze WCM Focused Emerging's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of WCM Focused using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of WCM Focused Emerging based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity securities of companies in emerging or frontier countries or markets. WCM Focused is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in WCM Focused without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Check out WCM Focused Piotroski F Score and WCM Focused Altman Z Score analysis. Note that the WCM Focused Emerging information on this page should be used as a complementary analysis to other WCM Focused's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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When running WCM Focused Emerging price analysis, check to measure WCM Focused's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WCM Focused is operating at the current time. Most of WCM Focused's value examination focuses on studying past and present price action to predict the probability of WCM Focused's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move WCM Focused's price. Additionally, you may evaluate how the addition of WCM Focused to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between WCM Focused's value and its price as these two are different measures arrived at by different means. Investors typically determine WCM Focused value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WCM Focused's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.