Nasdaq - Delayed Quote USD
First Trust WCM Focused Global Gr Inst (WCMGX)
29.58
-0.30
(-1.00%)
As of 8:09:28 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.33% |
| 5y Average Return | 14.63% |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
| Best 1Y Total Return (May 20, 2025) | 39.54% |
| Worst 1Y Total Return (May 20, 2025) | -- |
| Best 3Y Total Return | 39.54% |
| Worst 3Y Total Return | 0.27% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WCMGX
Category
- YTD
- 0.29%
- 9.95%
- 1-Month
- 3.01%
- 2.98%
- 3-Month
- -5.81%
- 8.22%
- 1-Year
- 20.70%
- 40.81%
- 3-Year
- 15.39%
- 19.17%
- 5-Year
- 13.96%
- 18.49%
- 10-Year
- 12.46%
- 11.83%
- Last Bull Market
- 26.27%
- 21.12%
- Last Bear Market
- -18.11%
- -20.34%
Annual Total Return (%) History
Year
WCMGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.63% | -- | -- | -- |
| 2024 | 13.87% | 2.05% | 5.79% | 6.59% |
| 2023 | 9.84% | 6.48% | -4.90% | 13.68% |
| 2022 | -16.32% | -18.11% | -3.80% | 5.31% |
| 2021 | -1.94% | 9.86% | 0.45% | 6.11% |
| 2020 | -13.26% | 24.91% | 10.12% | 16.95% |
| 2019 | 17.63% | 7.86% | -1.24% | 6.74% |
| 2018 | 0.61% | 3.63% | 6.35% | -12.66% |
| 2017 | 7.81% | 8.03% | 4.37% | 4.90% |
| 2016 | 0.16% | 3.75% | 5.72% | -5.53% |
| 2015 | 6.59% | 1.30% | -3.45% | 6.72% |
| 2014 | -2.98% | -0.26% | -0.43% | 0.38% |
| 2013 | 8.70% | 11.32% | -- | -- |
Rank in Category (By Total Return)
| YTD | 24 |
| 1-Month | 28 |
| 3-Month | 52 |
| 1-Year | 8 |
| 3-Year | 6 |
| 5-Year | 13 |
Load Adjusted Returns
| 1-Year | 20.70% |
| 3-Year | 15.39% |
| 5-Year | 13.96% |
| 10-Year | 12.46% |
Performance & Risk
| YTD Return | 9.33% |
| 5y Average Return | 14.63% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | First Trust |
| Net Assets | 702.76M |
| YTD Return | 0.29% |
| Yield | 0.73% |
| Morningstar Rating | |
| Inception Date | Jun 28, 2013 |
Fund Summary
The fund invests primarily in equity securities of companies located throughout the world, including the United States. Under normal market conditions, it invests at least 40% of its net assets in companies organized, headquartered or doing a substantial amount of business outside the United States including emerging and frontier market countries.
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