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WUSAX: WANGER USA WANGER USA (MUTUAL FUND)
Basic Info 13.91 0(0.0%) May 30
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 05/15/1998 |
| Last Dividend Date: | 06/08/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.94% |
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Performance Analytics (As of 05/30/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/15/1998 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | -8.6 | 0.6 | -8.5 | -7.2 | -1.4 | 7.2 | 5.4 | 5.1 | 14.2 | 21.7 | -57.5 | 5.3 | 10.6 | 31.1 | -1.3 | 0.8 | 13.8 | -0.4 | 4.8 | 33.6 | 20.2 | -3.6 | 23.4 | 42.2 | -39.7 | -0.3 | 4.2 | 11.3 | 18.3 | 43.2 | -16.8 | 11.3 | -19.7 | 12.2 | -6.6 |
| Sharpe Ratio | NA | -0.72 | -0.11 | -0.33 | -0.28 | -0.1 | NA | NA | 0.08 | 0.4 | 0.93 | -1.03 | 0.24 | 0.26 | 1.82 | -0.14 | 0.01 | 0.81 | -0.03 | 0.31 | 2.34 | 1.15 | -0.11 | 0.94 | 1.23 | -0.92 | -0.19 | 0.07 | 0.75 | 1.2 | 2.62 | -0.8 | 0.45 | -0.88 | 0.54 | -0.67 |
| Draw Down(%) | NA | 27.6 | 30.1 | 45.8 | 65.1 | 65.1 | NA | NA | 65.1 | 9.7 | 16.9 | 61.2 | 14.6 | 39.9 | 9.2 | 26.0 | 17.6 | 18.0 | 13.8 | 12.1 | 6.5 | 12.6 | 28.9 | 20.9 | 28.3 | 51.6 | 11.9 | 12.5 | 7.6 | 11.8 | 11.9 | 35.4 | 22.8 | 32.3 | 20.4 | 30.9 |
| Standard Deviation(%) | NA | 31.8 | 25.4 | 35.8 | 32.7 | 28.2 | NA | NA | 25.0 | 18.9 | 19.0 | 57.4 | 22.1 | 39.9 | 16.3 | 18.8 | 19.0 | 16.8 | 15.7 | 15.7 | 14.3 | 17.7 | 32.8 | 24.8 | 34.3 | 43.9 | 17.6 | 13.3 | 12.0 | 14.5 | 16.2 | 22.4 | 20.2 | 27.1 | 16.6 | 20.2 |
| Treynor Ratio | NA | -0.23 | -0.03 | -0.11 | -0.09 | -0.03 | NA | NA | 0.02 | 0.08 | 0.19 | -0.54 | 0.05 | 0.11 | 0.3 | -0.03 | 0.0 | 0.15 | 0.0 | 0.05 | 0.34 | 0.2 | -0.04 | 0.23 | 0.41 | -0.4 | -0.04 | 0.01 | 0.12 | 0.23 | 0.54 | -0.21 | 0.13 | -0.4 | 0.16 | -0.2 |
| Alpha | NA | -0.03 | -0.02 | -0.05 | -0.05 | -0.03 | NA | NA | -0.01 | -0.01 | 0.0 | -0.16 | 0.0 | -0.07 | 0.0 | 0.02 | -0.05 | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.03 | 0.0 | 0.0 | -0.03 | -0.02 | 0.01 | 0.02 | 0.03 | -0.02 | 0.04 | -0.09 | 0.0 | -0.05 |
| Beta | NA | 1.0 | 1.0 | 1.02 | 1.03 | 0.99 | NA | NA | 0.91 | 0.98 | 0.95 | 1.09 | 1.01 | 0.98 | 0.98 | 0.94 | 0.79 | 0.92 | 0.94 | 0.98 | 0.97 | 1.01 | 1.01 | 1.03 | 1.04 | 1.0 | 0.89 | 0.73 | 0.78 | 0.75 | 0.78 | 0.86 | 0.72 | 0.59 | 0.57 | 0.67 |
| RSquared | NA | 0.97 | 0.96 | 0.57 | 0.67 | 0.73 | NA | NA | 0.81 | 0.93 | 0.95 | 0.5 | 0.92 | 0.88 | 0.9 | 0.94 | 0.21 | 0.93 | 0.91 | 0.95 | 0.96 | 0.96 | 0.99 | 0.98 | 0.98 | 0.98 | 0.86 | 0.88 | 0.93 | 0.91 | 0.89 | 0.91 | 0.81 | 0.62 | 0.3 | 0.84 |
| Yield(%) | N/A | 0.0 | 0.0 | 12.4 | 6.6 | 8.1 | 11.3 | 8.0 | N/A | 0.0 | 0.0 | 25.6 | 0.8 | 0.0 | 21.0 | 25.0 | 0.0 | 28.2 | 16.8 | 12.5 | 9.9 | 5.8 | 9.1 | 0.0 | 0.0 | 10.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | 45.0 | -74.0 | 92.7 | N/A | N/A | N/A | N/A | -100.0 | 3194.5 | N/A | -100.0 | -35.8 | N/A | -100.0 | 38.9 | 24.3 | 46.9 | 98.3 | -44.2 | N/A | N/A | -100.0 | N/A | N/A | N/A | 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 05/15/1998
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