Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNEBX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS B) | NA | 12.87% | 4.00% | 8.80% | 8.46% | 10.41% | NA | … | … |
Data as of 02/23/2018, Common starting date is 10/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNEBX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS B) | 10/04/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.08 | 12.87 | 4.00 | 8.80 | 8.46 | 10.41 | NA | … | … | -4.76 | 15.18 | -0.31 | -19.17 | -11.30 | 13.45 | 5.49 | -21.70 | 26.36 | 47.46 | -51.38 | 4.15 | 7.67 | 10.47 | 17.89 | 32.29 | -28.57 | -19.26 | -32.60 | 31.15 |
| Sharpe Ratio | NA | -0.87 | -1.58 | -1.31 | -0.87 | NA | NA | … | … | -0.88 | -0.30 | -2.05 | -1.85 | -1.33 | -0.28 | -0.77 | -1.04 | 0.37 | 0.94 | -1.52 | -1.04 | -1.16 | -0.93 | -0.12 | 0.71 | -1.88 | -1.64 | -2.13 | 9.00 |
| Standard Deviation(%) | NA | 18.07 | 18.28 | 19.21 | 26.71 | NA | NA | … | … | 33.22 | 13.39 | 16.76 | 20.43 | 22.34 | 18.23 | 17.08 | 38.61 | 21.16 | 30.64 | 46.46 | 17.25 | 12.76 | 11.30 | 13.66 | 18.29 | 25.69 | 25.08 | 47.55 | 27.74 |
| Draw Down(%) | NA | 13.53 | 35.91 | 46.10 | 60.67 | NA | NA | … | … | 13.43 | 9.27 | 15.91 | 25.09 | 20.79 | 14.30 | 14.39 | 32.65 | 14.35 | 24.76 | 54.23 | 13.77 | 12.67 | 8.47 | 11.48 | 12.52 | 38.53 | 34.29 | 48.86 | 10.66 |
| Yield(%) | 0.00 | 9.63 | 7.89 | 11.33 | 8.89 | 11.82 | 5.56 | … | … | 0.00 | 10.14 | 5.32 | 12.09 | 17.80 | 14.54 | 5.46 | 19.79 | 3.82 | 0.00 | 12.64 | 8.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 17.27 | 0.00 |
Data as of 02/23/2018, Common starting date is 10/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNEBX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS B) |
-26.10%
Feb 2000 – Feb 2003 |
-9.25%
Feb 2000 – Feb 2005 |
-2.56%
Feb 2000 – Feb 2010 |
3.05%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNEBX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS B) |
34.54%
Feb 2009 – Feb 2012 |
26.38%
Feb 2009 – Feb 2014 |
11.63%
Mar 2003 – Mar 2013 |
11.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart