Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/14/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WUSAX (WANGER USA WANGER USA) | -7.82% | -0.64% | -6.31% | -4.90% | -1.36% | 3.76% | 3.37% | 3.52% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WUSAX (WANGER USA WANGER USA) | 05/15/1998 | 05/14/2025 |
The return data shown below all have the same latest date: 05/14/2025.
AR inception is since 05/15/1998.
AR inception is since 05/15/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 6.61 | -0.64 | -6.31 | -4.90 | -1.36 | 3.76 | 3.37 | 3.52 | -7.82 | 14.18 | 21.74 | -57.46 | 5.33 | 10.65 | 31.07 | -1.31 | 0.79 | 13.81 | -0.44 | 4.83 | 33.56 | 20.19 | -3.63 | 23.35 | 42.23 | -39.68 | -0.28 | 4.18 | 11.25 | 18.33 | 43.22 | -16.81 | 11.31 | -19.65 | 12.17 | -6.61 |
| Sharpe Ratio | NA | -0.40 | -0.31 | -0.28 | -0.12 | NA | NA | 0.07 | -0.97 | 0.40 | 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 | 1.20 | 2.62 | -0.80 | 0.45 | -0.88 | 0.54 | -0.67 |
| Standard Deviation(%) | NA | 24.93 | 36.22 | 32.81 | 28.12 | NA | NA | 24.97 | 32.61 | 18.91 | 19.04 | 57.39 | 22.13 | 39.86 | 16.32 | 18.79 | 18.95 | 16.77 | 15.71 | 15.71 | 14.32 | 17.74 | 32.76 | 24.79 | 34.29 | 43.87 | 17.58 | 13.27 | 12.04 | 14.46 | 16.20 | 22.43 | 20.22 | 27.08 | 16.59 | 20.24 |
| Draw Down(%) | NA | 30.13 | 45.76 | 65.12 | 65.12 | NA | NA | 65.12 | 27.64 | 9.68 | 16.88 | 61.23 | 14.62 | 39.94 | 9.19 | 26.03 | 17.62 | 17.98 | 13.81 | 12.15 | 6.48 | 12.63 | 28.86 | 20.85 | 28.34 | 51.62 | 11.91 | 12.54 | 7.57 | 11.79 | 11.87 | 35.43 | 22.76 | 32.35 | 20.41 | 30.88 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.22 | 6.49 | 8.94 | 7.22 | 7.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.82 | 0.00 | 21.00 | 24.98 | 0.00 | 28.17 | 16.78 | 12.46 | 9.93 | 5.75 | 9.05 | 0.00 | 0.00 | 10.43 | 0.00 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| WUSAX (WANGER USA WANGER USA) |
-20.85%
Dec 2019 - Dec 2022 |
-10.22%
Sep 2018 - Sep 2023 |
-2.04%
Oct 2013 - Oct 2023 |
0.90%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WUSAX (WANGER USA WANGER USA) |
32.00%
Feb 2009 - Feb 2012 |
27.25%
Feb 2009 - Feb 2014 |
16.51%
Feb 2009 - Feb 2019 |
9.89%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart