Wcm International Competition

WCMSX Fund

USD 25.61 0.38 1.46%

Wcm International Small competes with Investment Managers, Wcm Focused, Wcm Focused, Wcm Small, and Wcm Small; as well as few others. The fund is listed under Foreign Small/Mid Growth category and is part of WCM Investment Management family. Analyzing Wcm International competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Wcm International to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Wcm International Correlation with its peers.

Wcm International vs Wcm Focused Correlation

Very poor diversification

The correlation between Wcm International Small and WCMRX is 0.87 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Wcm International Small and WCMRX in the same portfolio, assuming nothing else is changed.

Moving together with Wcm Mutual Fund

0.86	WCFEX	Investment Managers	Pair Corr
0.96	WCFOX	Wcm Focused International	Pair Corr
0.96	WCMOX	Wcm Focused International	Pair Corr
0.8	WCMNX	Wcm Small Cap	Pair Corr
0.8	WCMLX	Wcm Small Cap	Pair Corr

Moving against Wcm Mutual Fund

0.39	WCMJX	Wcm Focused Small	Pair Corr
0.38	WCMFX	Wcm Focused Small	Pair Corr

Specify up to 10 symbols:

Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Wcm International's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
25.12	26.02	26.92

Details

Intrinsic

Valuation

Low	Real	High
24.85	25.75	26.65

Details

Wcm International Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Wcm International and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Wcm and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Wcm International Small does not affect the price movement of the other competitor.

	WCFEX	WCFOX	WCMOX	WCMNX	WCMLX	WCMJX	WCMWX	WCMVX	WCMRX
WCFEX		0.92	0.92	0.86	0.87	-0.66	1.0	0.94	0.97	WCFEX
WCFOX	0.92		1.0	0.87	0.87	-0.52	0.92	0.96	0.95	WCFOX
WCMOX	0.92	1.0		0.87	0.87	-0.52	0.92	0.96	0.95	WCMOX
WCMNX	0.86	0.87	0.87		1.0	-0.72	0.87	0.94	0.9	WCMNX
WCMLX	0.87	0.87	0.87	1.0		-0.72	0.87	0.94	0.9	WCMLX
WCMJX	-0.66	-0.52	-0.52	-0.72	-0.72		-0.66	-0.66	-0.66	WCMJX
WCMWX	1.0	0.92	0.92	0.87	0.87	-0.66		0.94	0.97	WCMWX
WCMVX	0.94	0.96	0.96	0.94	0.94	-0.66	0.94		0.98	WCMVX
WCMRX	0.97	0.95	0.95	0.9	0.9	-0.66	0.97	0.98		WCMRX
	WCFEX	WCFOX	WCMOX	WCMNX	WCMLX	WCMJX	WCMWX	WCMVX	WCMRX

High positive correlations

WCMWX	+ 1.0	WCFEX
WCMOX	+ 1.0	WCFOX
WCMLX	+ 1.0	WCMNX
WCMRX	+ 0.98	WCMVX
WCMRX	+ 0.97	WCFEX
WCMRX	+ 0.97	WCMWX

High negative correlations

WCMJX	- 0.72	WCMLX
WCMJX	- 0.72	WCMNX
WCMRX	- 0.66	WCMJX
WCMVX	- 0.66	WCMJX
WCMWX	- 0.66	WCMJX
WCMJX	- 0.66	WCFEX

Risk-Adjusted Indicators

There is a big difference between Wcm Mutual Fund performing well and Wcm International Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Wcm International's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
WCFEX	0.96	0.27	0.22	0.64	0.64	(1.21)	1.97	(1.43)	10.80
WCFOX	0.79	0.01	(0.01)	0.10	0.89	(0.84)	1.80	(1.71)	4.11
WCMOX	0.79	0.01	(0.01)	0.10	0.90	(0.84)	1.79	(1.70)	4.06
WCMNX	0.95	0.06	0.07	0.15	0.94	(1.07)	2.10	(1.64)	4.76
WCMLX	0.95	0.06	0.07	0.15	0.94	(1.04)	2.06	(1.63)	4.77
WCMJX	2.20	(1.18)	0.00	(0.57)	0.00	0.00	2.16	(1.84)	70.88
WCMWX	0.96	0.27	0.23	0.65	0.65	(1.18)	1.97	(1.37)	10.78
WCMVX	0.80	0.07	0.06	0.18	0.75	(0.93)	1.80	(1.62)	3.74
WCMRX	0.84	0.10	0.07	0.24	0.75	(1.00)	1.60	(1.49)	7.32

Wcm International Competitive Analysis

The better you understand Wcm International competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Wcm International's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Wcm International's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	WCMSX	WCFEX	WCFOX	WCMOX	WCMNX	WCMLX	WCMJX	WCMWX	WCMVX	WCMRX
	1.46 25.61 Wcm	0.58 20.67 Investment	1.76 13.40 Wcm	1.75 13.50 Wcm	0.27 14.63 Wcm	0.27 14.86 Wcm	0.00 3.42 Wcm	0.05 20.72 Investment	1.15 21.40 Wcm	1.10 26.01 Wcm
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Somewhat reliable	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Fair	Solid	Fair	Fair	Good	Good	Good	Solid	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Buy	Strong Buy	Strong Hold	Strong Hold	Strong Buy	Strong Buy	Not Rated	Strong Buy	Strong Buy	Strong Buy
Net Asset	326.18 M	7.44 M	36.91 M	36.91 M	3.98 M	46.63 M	3.36 M	7.44 M	10.92 M	21.51 B
Minimum Initial Investment	100 K	N/A	N/A	100 K	N/A	100 K	N/A	N/A	N/A	1 K
Price To Book	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	5.43
Five Year Return	-0.11	N/A	N/A	N/A	-0.15	0.11	5.66	N/A	N/A	4.52
One Year Return	15.92	N/A	N/A	N/A	4.46	4.77	-6.52	N/A	N/A	17.46
Last Dividend Paid	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.01
Price To Earning	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	24.37
Price To Sales	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	3.48
Cash Position Weight	3.24	N/A	10.11	7.35	3.77	4.73	7.19	N/A	2.85	2.98
Equity Positions Weight	96.23	N/A	96.16	92.65	96.05	95.27	92.9	N/A	97.3	97.02
Three Year Return	11.57	N/A	N/A	N/A	5.4	5.68	7.61	N/A	N/A	13.58
Annual Yield	0.0077	N/A	0.0031	0.004	N/A	N/A	N/A	0.0015	0.0156	0.0054
Year To Date Return	2.79	N/A	N/A	N/A	3.99	4.07	6.28	N/A	N/A	6.62
Daily Balance Of Power	0	9.2 T	0	0	0	0	0.0	9.2 T	0	0
Day Typical Price	25.61	20.67	13.4	13.5	14.63	14.86	3.42	20.72	21.4	26.01
Period Momentum Indicator	(0.38)	0.12	(0.24)	(0.24)	(0.04)	(0.04)	N/A	0.01	(0.25)	(0.29)
Rate Of Daily Change	0.99	1.01	0.98	0.98	1.0	1.0	1.0	1.0	0.99	0.99
Day Median Price	25.61	20.67	13.4	13.5	14.63	14.86	3.42	20.72	21.4	26.01
Price Action Indicator	(0.19)	0.06	(0.12)	(0.12)	(0.02)	(0.02)	N/A	0.005	(0.12)	(0.14)
Coefficient Of Variation	942.46	452.06	1032.83	1017.08	662.62	660.96	(863.90)	450.82	631.67	685.42
Mean Deviation	0.6998	0.9576	0.7905	0.7912	0.9466	0.9486	2.2	0.9563	0.7973	0.8384
Jensen Alpha	0.0325	0.2658	0.0061	0.0078	0.0628	0.0633	(1.18)	0.2663	0.0698	0.0985
Total Risk Alpha	(0.02)	0.14	(0.03)	(0.03)	0.0306	0.0311	(2.03)	0.1406	0.0304	0.0233
Sortino Ratio	(0.01)	0.2214	(0.01)	(0.01)	0.0726	0.0732	N/A	0.227	0.0572	0.0739
Downside Variance	0.865	0.967	0.9874	0.982	1.28	1.27	N/A	0.9212	0.9127	0.887
Standard Deviation	0.8793	1.45	0.9968	0.9986	1.23	1.23	8.65	1.45	0.9984	1.19
Kurtosis	(0.48)	15.54	(0.04)	(0.07)	0.7166	0.6203	64.17	15.55	(0.27)	5.37
Potential Upside	1.42	1.97	1.8	1.79	2.1	2.06	2.16	1.97	1.8	1.6
Treynor Ratio	0.153	0.6416	0.1005	0.1025	0.1455	0.1459	(0.57)	0.6471	0.1766	0.2358
Maximum Drawdown	3.62	10.8	4.11	4.06	4.76	4.77	70.88	10.78	3.74	7.32
Variance	0.7732	2.11	0.9936	0.9973	1.51	1.51	74.74	2.1	0.9968	1.41
Market Risk Adjusted Performance	0.163	0.6516	0.1105	0.1125	0.1555	0.1559	(0.56)	0.6571	0.1866	0.2458
Risk Adjusted Performance	0.0851	0.1799	0.0788	0.08	0.1232	0.1235	(0.08)	0.1803	0.1275	0.119
Skewness	(0.18)	2.82	(0.12)	(0.1)	0.1991	0.2053	(7.96)	2.82	0.0283	1.39
Semi Deviation	0.7934	0.6356	0.892	0.9042	0.9445	0.9421	N/A	0.6463	0.7501	0.7466
Information Ratio	(0.01)	0.15	(0.01)	(0.01)	0.0667	0.0671	(0.13)	0.1504	0.0548	0.0587
Value At Risk	(1.42)	(1.43)	(1.71)	(1.70)	(1.64)	(1.63)	(1.84)	(1.37)	(1.62)	(1.49)
Expected Short fall	(0.73)	(1.21)	(0.84)	(0.84)	(1.07)	(1.04)	N/A	(1.18)	(0.93)	(1.00)
Downside Deviation	0.9301	0.9834	0.9937	0.991	1.13	1.13	N/A	0.9598	0.9553	0.9418
Semi Variance	0.6294	0.404	0.7957	0.8175	0.8921	0.8875	N/A	0.4177	0.5627	0.5574

Wcm International Competition Performance Charts

Five steps to successful analysis of Wcm International Competition

Wcm International's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Wcm International Small in relation to its competition. Wcm International's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Wcm International in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Wcm International's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Wcm International Small, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Wcm International position

In addition to having Wcm International in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Tech Funds Thematic Idea Now

Tech Funds

Funds or Etfs that invest in companies involved in research, development, testing, or distribution of technologically based goods and services. The Tech Funds theme has 48 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Tech Funds Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in Wcm Mutual Fund

Wcm International financial ratios help investors to determine whether Wcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wcm with respect to the benefits of owning Wcm International security.

	Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios.
	Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities
	Portfolio Anywhere Track or share privately all of your investments from the convenience of any device
	Analyst Advice Analyst recommendations and target price estimates broken down by several categories

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2026 Macroaxis LLC