Find A Portfolio/Ticker
Comparison Box
WDR: Waddell & Reed Financial Inc (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/05/1998 |
Last Dividend Date: | 04/08/2021 |
12-Mo. Yield | 8.59% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/30/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/05/1998 |
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(%) | -0.1 | 83.3 | 14.1 | 12.6 | 1.1 | 5.5 | 3.4 | 7.3 | 0.0 | 65.2 | -7.5 | -19.1 | 14.5 | -31.9 | -42.5 | -23.5 | 87.0 | 40.6 | -29.8 | 15.6 | 97.5 | -57.2 | 31.9 | 30.5 | -12.2 | 1.8 | 19.3 | -38.9 | -14.4 | 108.1 | 14.5 | -10.4 |
Sharpe Ratio | NA | 1.62 | 0.32 | 0.31 | 0.02 | NA | NA | 0.15 | 0.03 | 1.05 | -1.13 | -1.26 | -0.18 | -1.41 | -2.16 | -1.62 | 2.75 | 0.76 | -0.98 | -0.08 | 1.29 | -0.94 | 0.28 | 0.34 | -1.51 | -0.75 | 0.0 | -1.51 | -0.85 | 0.74 | 1.26 | 0.62 |
Draw Down(%) | NA | 14.2 | 45.3 | 48.5 | 78.7 | NA | NA | 78.7 | 1.3 | 37.7 | 21.7 | 29.4 | 20.3 | 46.3 | 44.9 | 42.3 | 11.9 | 19.1 | 44.5 | 44.1 | 33.8 | 75.6 | 22.9 | 20.5 | 29.7 | 30.1 | 24.2 | 52.8 | 36.1 | 25.2 | 26.8 | 38.7 |
Standard Deviation(%) | NA | 51.5 | 41.5 | 38.4 | 36.7 | NA | NA | 41.3 | 4.6 | 61.6 | 27.3 | 32.3 | 26.9 | 46.7 | 28.2 | 25.9 | 24.9 | 29.1 | 49.2 | 36.2 | 61.1 | 81.3 | 35.0 | 24.1 | 22.1 | 23.6 | 29.4 | 38.9 | 42.6 | 53.3 | 31.3 | 44.5 |
Treynor Ratio | NA | 0.86 | 0.14 | 0.11 | 0.01 | NA | NA | 0.05 | 0.02 | 0.68 | -0.24 | -0.38 | -0.03 | -0.28 | -0.51 | -0.25 | 0.38 | 0.13 | -0.26 | -0.02 | 0.42 | -0.52 | 0.06 | 0.05 | -0.26 | -0.13 | 0.0 | -0.5 | -0.32 | 0.56 | 1.16 | 0.28 |
Alpha | NA | 0.15 | 0.01 | 0.0 | -0.04 | NA | NA | 0.01 | -0.01 | 0.19 | -0.13 | -0.04 | 0.83 | 1.28 | 0.11 | -0.14 | 1.1 | 0.1 | -0.07 | 0.44 | 0.2 | 0.05 | 0.14 | 0.07 | 0.13 | -0.01 | -0.03 | -0.01 | 0.03 | 0.22 | 0.09 | -0.1 |
Beta | NA | 0.97 | 0.94 | 1.04 | 1.31 | NA | NA | 1.31 | 0.06 | 0.95 | 1.27 | 1.08 | 1.78 | 2.35 | 1.19 | 1.66 | 1.81 | 1.69 | 1.83 | 1.58 | 1.87 | 1.48 | 1.66 | 1.72 | 1.26 | 1.33 | 1.26 | 1.17 | 1.15 | 0.7 | 0.34 | 0.97 |
RSquared | NA | 0.09 | 0.23 | 0.24 | 0.37 | NA | NA | 0.37 | 0.03 | 0.23 | 0.34 | 0.33 | 0.2 | 0.44 | 0.43 | 0.54 | 0.65 | 0.55 | 0.75 | 0.62 | 0.68 | 0.55 | 0.57 | 0.51 | 0.34 | 0.39 | 0.53 | 0.61 | 0.34 | 0.08 | 0.04 | 0.21 |
Yield(%) | N/A | 8.6 | 5.4 | 6.9 | 3.6 | 5.4 | 3.5 | N/A | 2.0 | 7.5 | 5.5 | 4.6 | 9.2 | 8.1 | 4.3 | 2.1 | 3.1 | 6.9 | 2.4 | 2.5 | 4.5 | 2.7 | 2.4 | 2.8 | 2.5 | 2.5 | 2.6 | 1.5 | 1.1 | 2.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 25.0 | -45.2 | -12.3 | 135.6 | N/A | N/A | N/A | -60.0 | 25.0 | 0.0 | -45.7 | -20.0 | 7.0 | 58.1 | 21.4 | -36.0 | 105.9 | 10.4 | 1.3 | -18.3 | 40.9 | 10.0 | 0.0 | 0.0 | 11.1 | 12.5 | 33.3 | 0.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/1998
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to WDR
Related 401K Plans
1. WADDELL REED FINANCIAL, INC. 401(K) AND THRIFT PLAN | (Not Rated) |