See what your fund actually adds
WCM Focused International Equity Fund Investor Class Shares WLIVX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | WLIVX | Replication |
|---|---|---|
| Annualized growth | 9.4% | 5.5% |
| Annualized volatility | 18.3% | 16.5% |
| Sharpe ratio | 0.58 | 0.41 |
| Maximum drawdown | 37.9% | 32.1% |
| Replication fit (R²) | 0.92 · Tracking error 5.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model WLIVX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| EFG | Intl · Growth | 61.7% |
| VWO | Emerging Markets | 16.7% |
| EFV | Intl · Value | 7.4% |
| XLF | Sector · Financials | 7.1% |
| VOT | Mid-Cap · Growth | 7.1% |