Wanger Select Ten Year Return vs. Year To Date Return

Based on Wanger Select's profitability indicators, Wanger Select Wanger may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess Wanger Select's ability to earn profits and add value for shareholders.
For Wanger Select profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Wanger Select to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Wanger Select Wanger utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Wanger Select's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Wanger Select Wanger over time as well as its relative position and ranking within its peers.
  
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in housing.
Please note, there is a significant difference between Wanger Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wanger Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wanger Select's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Wanger Select Wanger Year To Date Return vs. Ten Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Wanger Select's current stock value. Our valuation model uses many indicators to compare Wanger Select value to that of its competitors to determine the firm's financial worth.
Wanger Select Wanger is rated third in ten year return among similar funds. It is rated fifth in year to date return among similar funds creating about  0.03  of Year To Date Return per Ten Year Return. The ratio of Ten Year Return to Year To Date Return for Wanger Select Wanger is roughly  34.27 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wanger Select's earnings, one of the primary drivers of an investment's value.

Wanger Year To Date Return vs. Ten Year Return

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Wanger Select

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
7.54 %
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

Wanger Select

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
0.22 %
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

Wanger Year To Date Return Comparison

Wanger Select is rated fourth in year to date return among similar funds.

Wanger Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Wanger Select. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Wanger Select position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Wanger Select's important profitability drivers and their relationship over time.

Learn to be your own money manager

Our tools can tell you how much better you can do entering a position in Wanger Select without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Volatility Analysis

Get historical volatility and risk analysis based on latest market data
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Use Investing Themes to Complement your Wanger Select position

In addition to having Wanger Select in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Coal
Coal Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Coal theme has 12 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Coal Theme or any other thematic opportunities.
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Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in housing.
You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.

Other Consideration for investing in Wanger Mutual Fund

If you are still planning to invest in Wanger Select Wanger check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Wanger Select's history and understand the potential risks before investing.
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