Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2016.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WAFFX (WANGER INTERNATIONAL SELECT WANGER INTERNATIONAL SELECT) | NA | -11.98% | -2.03% | 0.24% | 1.64% | 4.72% | NA | 4.52% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAFFX (WANGER INTERNATIONAL SELECT WANGER INTERNATIONAL SELECT) | 03/19/2001 | 05/02/2016 |
The return data shown below all have the same latest date: 05/02/2016.
AR inception is since 03/19/2001.
AR inception is since 03/19/2001.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.41 | -11.98 | -2.03 | 0.24 | 1.64 | 4.72 | NA | 4.52 | -4.82 | -8.53 | -12.32 | 3.13 | 20.62 | -11.47 | 20.43 | 28.39 | -57.21 | 5.45 | 35.61 | 14.19 | 23.94 | 40.67 | -15.29 | -18.72 |
| Sharpe Ratio | NA | -1.16 | -0.66 | -0.32 | -0.20 | NA | NA | -0.02 | -0.81 | -0.62 | -1.13 | 0.22 | 1.77 | -0.56 | 1.19 | 1.35 | -1.29 | 0.11 | 2.20 | 1.13 | 1.74 | 3.93 | -1.20 | -1.15 |
| Standard Deviation(%) | NA | 16.09 | 14.54 | 15.41 | 23.47 | NA | NA | 19.88 | 17.43 | 13.71 | 10.95 | 14.33 | 11.75 | 20.71 | 17.05 | 20.99 | 44.85 | 22.12 | 14.73 | 10.64 | 13.24 | 10.17 | 13.61 | 22.30 |
| Draw Down(%) | NA | 24.04 | 31.86 | 31.86 | 68.12 | NA | NA | 68.12 | 9.63 | 20.55 | 20.46 | 16.67 | 7.76 | 21.21 | 12.45 | 19.82 | 65.26 | 18.27 | 16.71 | 10.22 | 9.89 | 14.07 | 25.19 | 32.68 |
| Yield(%) | 0.00 | 7.49 | 7.32 | 5.10 | 4.95 | 5.60 | 4.08 | 5.45 | 0.00 | 8.03 | 6.05 | 9.78 | 1.34 | 1.48 | 1.37 | 3.27 | 21.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFFX (WANGER INTERNATIONAL SELECT WANGER INTERNATIONAL SELECT) |
-14.34%
Mar 2006 - Mar 2009 |
-3.06%
Dec 2006 - Dec 2011 |
1.76%
Apr 2006 - Apr 2016 |
4.78%
Apr 2001 - Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFFX (WANGER INTERNATIONAL SELECT WANGER INTERNATIONAL SELECT) |
34.41%
Mar 2003 - Mar 2006 |
26.21%
Oct 2002 - Oct 2007 |
12.24%
Mar 2003 - Mar 2013 |
4.78%
Apr 2001 - Apr 2016 |
Annualized Rolling Returns Comparison Chart