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WAACX: WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS C (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/24/2000 |
Last Dividend Date: | 12/14/2017 |
12-Mo. Yield | 7.67% |
Expenses | 2.23% |
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Performance Analytics (As of 08/19/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/24/2000 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 3.4 | 3.5 | 8.7 | 7.6 | 3.9 | 2.6 | 13.9 | 2.1 | 2.6 | 12.6 | 32.2 | 10.8 | -2.9 | 14.7 | 24.2 | -40.4 | 12.8 | 11.7 | 9.6 | 6.1 | 18.4 | -23.5 | -16.4 | 3.9 |
Sharpe Ratio | NA | 0.95 | 0.4 | 0.88 | 0.29 | NA | 0.16 | 0.93 | 1.7 | 0.14 | 0.17 | 0.91 | 2.82 | 0.78 | -0.12 | 0.78 | 1.02 | -0.98 | 0.61 | 0.77 | 0.66 | 0.45 | 1.22 | -1.29 | -1.0 | 2.44 |
Draw Down(%) | NA | 10.0 | 17.5 | 17.5 | 52.3 | NA | 55.2 | 10.0 | 4.2 | 12.0 | 13.2 | 8.1 | 6.2 | 10.9 | 21.1 | 17.2 | 24.7 | 50.8 | 9.2 | 9.8 | 8.3 | 11.1 | 11.8 | 28.8 | 27.2 | 5.7 |
Standard Deviation(%) | NA | 10.4 | 13.0 | 13.0 | 20.7 | NA | 18.6 | 19.5 | 7.8 | 13.8 | 15.4 | 13.8 | 11.4 | 13.9 | 24.8 | 18.7 | 23.5 | 42.1 | 16.1 | 10.9 | 11.3 | 11.3 | 14.5 | 19.1 | 19.0 | 18.5 |
Treynor Ratio | NA | 0.12 | 0.06 | 0.13 | 0.06 | NA | 0.04 | 0.19 | 0.17 | 0.02 | 0.03 | 0.13 | 0.36 | 0.12 | -0.03 | 0.15 | 0.26 | -0.37 | 0.1 | 0.11 | 0.09 | 0.07 | 0.25 | -0.45 | -0.45 | 1.66 |
Alpha | NA | -0.05 | -0.02 | -0.01 | -0.02 | NA | 0.0 | -0.11 | -0.03 | 0.01 | -0.02 | 0.0 | 0.0 | -0.02 | -0.01 | 0.01 | -0.03 | 0.01 | 0.01 | 0.04 | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | 0.24 |
Beta | NA | 0.84 | 0.88 | 0.91 | 0.98 | NA | 0.79 | 0.93 | 0.78 | 0.88 | 0.93 | 0.98 | 0.9 | 0.92 | 0.92 | 0.96 | 0.93 | 1.1 | 0.94 | 0.75 | 0.82 | 0.69 | 0.7 | 0.55 | 0.43 | 0.27 |
RSquared | NA | 0.83 | 0.9 | 0.91 | 0.94 | NA | 0.82 | 0.95 | 0.73 | 0.89 | 0.95 | 0.93 | 0.91 | 0.92 | 0.97 | 0.97 | 0.95 | 0.95 | 0.92 | 0.8 | 0.73 | 0.78 | 0.86 | 0.84 | 0.63 | 0.58 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/24/2000
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