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WATWX: WANGER SELECT WANGER SELECT (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/19/2001 |
Last Dividend Date: | 06/10/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.92% |
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Performance Analytics (As of 04/21/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | -53.0 | -17.4 | -11.9 | -0.0 | 1.3 | 3.8 | 4.0 | 9.5 | -67.8 | -5.5 | 26.7 | 29.3 | -12.4 | 26.7 | 13.4 | 0.2 | 3.1 | 34.6 | 18.5 | -17.7 | 26.6 | 66.2 | -49.1 | 7.4 | 15.4 | 2.5 | 19.2 | 30.7 | -7.6 | 15.9 |
Sharpe Ratio | NA | -0.71 | -0.37 | -0.31 | -0.02 | NA | NA | 0.11 | 1.4 | -0.86 | -0.21 | 0.7 | 1.73 | -0.74 | 2.69 | 0.79 | 0.01 | 0.24 | 2.63 | 1.14 | -0.61 | 1.2 | 2.03 | -1.1 | 0.25 | 0.88 | 0.02 | 1.48 | 1.95 | -0.4 | 0.93 |
Draw Down(%) | NA | 61.0 | 74.0 | 74.0 | 74.0 | NA | NA | 74.0 | 8.8 | 70.7 | 19.9 | 36.7 | 9.0 | 28.8 | 3.0 | 13.4 | 12.8 | 8.9 | 7.4 | 13.0 | 31.3 | 19.4 | 26.0 | 61.0 | 14.3 | 11.0 | 16.2 | 10.1 | 8.3 | 20.7 | 21.8 |
Standard Deviation(%) | NA | 78.3 | 50.1 | 42.6 | 31.8 | NA | NA | 27.5 | 21.4 | 80.4 | 25.7 | 37.6 | 16.1 | 18.6 | 9.7 | 16.6 | 15.7 | 13.0 | 13.1 | 16.3 | 29.2 | 22.0 | 32.6 | 45.1 | 17.5 | 13.8 | 13.8 | 12.3 | 15.4 | 21.5 | 20.4 |
Treynor Ratio | NA | -0.49 | -0.16 | -0.12 | -0.01 | NA | NA | 0.03 | 0.29 | -0.58 | -0.05 | 0.26 | 0.26 | -0.14 | 0.26 | 0.13 | 0.0 | 0.03 | 0.37 | 0.19 | -0.18 | 0.28 | 0.64 | -0.54 | 0.05 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.19 | -0.1 | -0.07 | -0.03 | NA | NA | 0.0 | 0.02 | -0.21 | -0.1 | -0.02 | -0.02 | -0.03 | 0.02 | 0.03 | 0.01 | -0.03 | 0.02 | 0.01 | -0.06 | 0.0 | 0.06 | -0.03 | -0.03 | 0.03 | NA | NA | NA | NA | NA |
Beta | NA | 1.15 | 1.15 | 1.1 | 1.06 | NA | NA | 1.01 | 1.03 | 1.19 | 1.15 | 1.02 | 1.06 | 0.96 | 1.01 | 0.98 | 0.92 | 0.91 | 0.93 | 0.95 | 1.0 | 0.95 | 1.03 | 0.93 | 0.95 | 0.8 | NA | NA | NA | NA | NA |
RSquared | NA | 0.31 | 0.47 | 0.57 | 0.61 | NA | NA | 0.65 | 0.95 | 0.37 | 0.68 | 0.94 | 0.83 | 0.89 | 0.73 | 0.89 | 0.86 | 0.91 | 0.89 | 0.9 | 0.95 | 0.9 | 0.9 | 0.94 | 0.88 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 12.2 | 1.9 | 0.5 | 2.0 | 0.6 | 0.0 | 2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 703.6 | 358.3 | -79.7 | 321.4 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/16/2001
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