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WDVAX: WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/28/2003 |
Last Dividend Date: | 09/14/2017 |
12-Mo. Yield | 6.43% |
Expenses | 1.30% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/28/2003 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -1.1 | 3.3 | 6.9 | 7.4 | 4.8 | 6.7 | -2.2 | 9.6 | 29.9 | 12.4 | -5.1 | 16.5 | 18.7 | -37.0 | 16.8 | 15.8 | 13.3 | 11.8 | 10.6 |
Sharpe Ratio | NA | 1.07 | 0.5 | 0.72 | 0.16 | 0.36 | 0.55 | 0.5 | -0.16 | 0.81 | 2.53 | 0.97 | -0.19 | 0.78 | 0.78 | -1.01 | 0.9 | 1.18 | 1.03 | 1.15 | 3.9 |
Draw Down(%) | NA | 6.5 | 15.6 | 15.6 | 50.9 | 50.9 | 6.5 | 10.7 | 13.6 | 9.1 | 5.8 | 10.6 | 26.1 | 18.6 | 23.2 | 46.1 | 8.0 | 8.4 | 6.3 | 5.9 | 2.8 |
Standard Deviation(%) | NA | 10.0 | 12.9 | 12.6 | 20.5 | 18.1 | 10.1 | 12.9 | 14.5 | 11.8 | 11.8 | 12.9 | 26.9 | 20.9 | 23.8 | 37.4 | 15.3 | 10.6 | 10.8 | 9.5 | 8.7 |
Treynor Ratio | NA | 0.18 | 0.08 | 0.11 | 0.03 | 0.07 | 0.09 | 0.08 | -0.03 | 0.12 | 0.33 | 0.15 | -0.05 | 0.15 | 0.2 | -0.39 | 0.16 | 0.18 | 0.15 | 0.2 | 0.66 |
Alpha | NA | -0.01 | -0.03 | -0.02 | -0.03 | -0.01 | -0.05 | 0.03 | -0.04 | 0.0 | -0.01 | -0.01 | -0.02 | 0.02 | -0.04 | 0.0 | 0.03 | 0.05 | 0.02 | 0.03 | 0.06 |
Beta | NA | 0.59 | 0.81 | 0.82 | 0.94 | 0.9 | 0.63 | 0.78 | 0.85 | 0.8 | 0.92 | 0.82 | 0.99 | 1.06 | 0.94 | 0.97 | 0.88 | 0.69 | 0.73 | 0.55 | 0.51 |
RSquared | NA | 0.3 | 0.75 | 0.79 | 0.9 | 0.88 | 0.3 | 0.81 | 0.9 | 0.85 | 0.88 | 0.86 | 0.95 | 0.94 | 0.95 | 0.94 | 0.89 | 0.71 | 0.64 | 0.72 | 0.8 |
Yield(%) | N/A | 6.4 | 11.4 | 9.9 | 4.8 | N/A | 1.0 | 6.2 | 12.2 | 17.4 | 7.6 | 1.7 | 1.0 | 1.3 | 1.1 | 0.5 | 2.8 | 3.0 | 1.1 | 1.3 | 0.3 |
Dividend Growth(%) | N/A | -55.9 | 283.6 | 725.6 | N/A | N/A | -83.5 | -56.7 | -34.8 | 168.3 | 400.0 | 60.0 | -11.8 | 41.7 | 33.3 | -79.1 | 2.4 | 223.1 | -7.1 | 366.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/28/2003
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