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First Trust Wcm Focused Global Growth Fund - Investor: (MF: WFGGX)
(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET
$30.04 USD
-0.34 (-1.12%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.16 | 11 |
| 3 months | 18.32 | 3 |
| 6 months | 15.16 | 11 |
| 1 Year | 29.65 | 3 |
| 3 Year | 24.27 | 2 |
| 5 Year | 14.11 | 15 |
| 10 Year | 13.87 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 29.65 |
| 5 Year | 14.11 |
| 10 Year | 13.87 |
| Since Inception | 13.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.67 | 18.32 | NA | NA |
| 2024 | 13.80 | 1.94 | 5.74 | 6.45 |
| 2023 | 9.77 | 6.42 | -4.97 | 13.60 |
| 2022 | -16.36 | -18.15 | -3.88 | 5.24 |
| 2021 | -2.01 | 9.82 | 0.42 | 6.02 |
| 2020 | -13.31 | 24.85 | 10.05 | 16.82 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.16 | 30.61 | 26.12 | -30.75 | 14.57 | 39.15 | 33.44 | -3.51 | 27.27 | 3.74 | 11.00 |
| % Total Return Rel to Index | 5.40 | 11.38 | 1.71 | -11.65 | -3.59 | 25.07 | 8.24 | 6.91 | 7.15 | -1.59 | 13.76 |
| % Total Return Rel to Peer | 4.56 | 18.23 | 7.48 | -11.19 | -1.63 | 22.48 | 8.70 | 6.51 | 5.04 | -1.83 | 13.27 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.01 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.25 | 0.04 |
| % Yield | 0.02 | 0.47 | 0.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 1.90 | 0.36 |
| Capital Gains ($) | 0.27 | 1.11 | 0.00 | 0.60 | 2.64 | 0.82 | 0.31 | 0.40 | 0.18 | 1.25 | 0.00 |
| Expense Ratio | 0.00 | 1.30 | 1.30 | 1.30 | 1.30 | 1.28 | 1.40 | 1.40 | 1.41 | 0.83 | 0.77 |
* 1 = Top 20%, 5 = Bottom 20%