Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNACX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS A) | NA | 11.67% | 6.53% | 13.22% | 7.09% | 8.79% | 7.06% | … | … |
Data as of 02/23/2018, Common starting date is 08/02/1973
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNACX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS A) | 08/02/1973 | 02/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 11.67 | 6.53 | 13.22 | 7.09 | 8.79 | 7.06 | … | … | 2.73 | 15.04 | 3.19 | 3.45 | 13.71 | 33.48 | 12.06 | -1.84 | 15.77 | 25.63 | -39.79 | 13.94 | 12.80 | 10.69 | 7.35 | 19.58 | -22.03 | -15.45 | 20.15 | 25.72 | 22.63 | 29.39 | 12.31 | 19.92 | -6.77 | -2.72 | 7.10 | 22.06 | -11.50 | 15.27 | 17.06 | -22.37 | -8.19 | 20.01 | -20.26 | 13.07 | 18.67 | -5.00 | 34.60 | 16.76 | 9.79 | -2.97 | 19.53 | 28.79 | -28.46 | -9.07 |
| Sharpe Ratio | NA | 1.06 | 0.48 | 0.97 | 0.34 | NA | NA | … | … | 0.98 | 1.88 | 0.22 | 0.22 | 0.99 | 2.92 | 0.87 | -0.08 | 0.84 | 1.09 | -0.96 | 0.68 | 0.87 | 0.75 | 0.57 | 1.32 | -1.20 | -0.95 | 0.82 | 1.31 | 1.30 | 1.91 | 0.82 | 1.08 | -0.86 | -0.35 | 0.43 | 1.33 | -1.44 | 0.62 | 1.10 | -0.98 | -0.54 | 1.48 | -0.88 | 0.42 | 0.47 | -0.96 | 1.61 | 0.72 | 0.37 | -0.85 | 1.43 | 1.55 | -1.34 | -1.26 |
| Standard Deviation(%) | NA | 10.31 | 12.95 | 13.02 | 20.73 | NA | NA | … | … | 19.50 | 7.70 | 13.73 | 15.44 | 13.76 | 11.44 | 13.84 | 24.78 | 18.73 | 23.52 | 42.30 | 16.17 | 10.99 | 11.36 | 11.29 | 14.35 | 19.28 | 18.97 | 19.55 | 17.12 | 14.88 | 13.51 | 10.65 | 14.85 | 11.36 | 13.59 | 10.91 | 13.75 | 11.63 | 15.35 | 11.16 | 26.73 | 22.85 | 9.99 | 30.43 | 16.55 | 23.58 | 15.62 | 16.42 | 13.34 | 12.84 | 7.81 | 11.22 | 15.95 | 25.26 | 20.53 |
| Draw Down(%) | NA | 9.85 | 17.11 | 17.11 | 51.89 | NA | NA | … | … | 9.85 | 4.00 | 11.89 | 13.04 | 8.08 | 6.09 | 10.73 | 20.98 | 17.13 | 24.50 | 50.40 | 9.06 | 9.68 | 8.14 | 10.66 | 11.75 | 27.56 | 26.63 | 10.14 | 12.69 | 17.00 | 8.24 | 10.27 | 13.62 | 11.27 | 11.83 | 6.75 | 8.26 | 19.15 | 14.95 | 5.22 | 33.63 | 18.39 | 9.09 | 33.32 | 10.38 | 14.72 | 15.58 | 15.68 | 10.05 | 13.93 | 8.42 | 7.01 | 14.95 | 39.40 | 19.27 |
| Yield(%) | 0.00 | 7.58 | 8.15 | 10.79 | 5.80 | 6.94 | 6.44 | … | … | 0.00 | 7.96 | 4.96 | 14.15 | 16.95 | 0.37 | 0.62 | 0.03 | 0.18 | 0.50 | 0.32 | 0.42 | 0.25 | 0.07 | 0.71 | 0.22 | 1.61 | 10.72 | 26.29 | 14.25 | 15.27 | 28.91 | 12.31 | 1.63 | 1.75 | 1.44 | 2.16 | 3.31 | 4.01 | 4.54 | 4.99 | 4.05 | 2.88 | 5.13 | 3.96 | 3.71 | 7.15 | 5.05 | 4.77 | 4.24 | 4.39 | 3.61 | 3.11 | 4.03 | 2.11 | 0.68 |
Data as of 02/23/2018, Common starting date is 08/02/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNACX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS A) |
-13.58%
Feb 2006 – Feb 2009 |
-5.48%
Jun 1983 – Jun 1988 |
-1.11%
Aug 2000 – Aug 2010 |
2.63%
Dec 1980 – Dec 1995 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNACX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS A) |
28.92%
Mar 1997 – Mar 2000 |
23.05%
Mar 1995 – Mar 2000 |
14.71%
Oct 1990 – Oct 2000 |
9.35%
Sep 1974 – Sep 1989 |
Annualized Rolling Returns Comparison Chart