Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNECX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS A) | NA | 18.52% | 6.57% | 10.90% | 10.12% | 11.97% | 5.23% | … | … |
Data as of 02/23/2018, Common starting date is 06/07/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNECX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS A) | 06/07/1984 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.74 | 18.52 | 6.57 | 10.90 | 10.12 | 11.97 | 5.23 | … | … | -0.98 | 27.07 | 5.93 | -5.95 | 7.72 | 30.47 | 12.54 | -0.67 | 31.75 | 49.07 | -37.54 | 13.56 | 8.86 | 11.65 | 19.27 | 34.70 | -26.96 | -18.05 | -14.97 | 63.42 | -30.65 | 10.78 | 2.50 | 29.99 | 3.50 | 8.41 | 4.35 | 87.93 | 1.26 | 6.68 | 2.77 | -19.85 | 10.21 | 24.00 | -0.13 |
| Sharpe Ratio | NA | 1.37 | 0.42 | 0.73 | 0.46 | NA | NA | … | … | -0.29 | 2.89 | 0.35 | -0.39 | 0.58 | 2.40 | 0.78 | -0.02 | 1.50 | 1.59 | -1.02 | 0.68 | 0.44 | 0.85 | 1.34 | 1.87 | -1.09 | -0.83 | -0.47 | 2.86 | -0.47 | 0.47 | -0.07 | 1.73 | 0.04 | 0.54 | 0.15 | 5.09 | -0.26 | 0.12 | -0.16 | -0.78 | 0.44 | 1.42 | -0.75 |
| Standard Deviation(%) | NA | 12.96 | 14.71 | 14.12 | 22.07 | NA | NA | … | … | 25.61 | 9.20 | 16.30 | 15.36 | 13.22 | 12.68 | 16.04 | 29.28 | 21.09 | 30.71 | 37.69 | 15.61 | 12.77 | 11.21 | 13.72 | 18.14 | 25.78 | 25.04 | 40.49 | 21.07 | 72.13 | 15.37 | 15.15 | 15.13 | 14.92 | 11.65 | 13.11 | 16.44 | 15.38 | 8.21 | 12.17 | 30.41 | 13.52 | 13.24 | 9.22 |
| Draw Down(%) | NA | 9.99 | 25.72 | 25.72 | 49.53 | NA | NA | … | … | 9.99 | 3.14 | 15.80 | 16.29 | 9.54 | 6.02 | 14.15 | 25.77 | 14.19 | 24.63 | 48.98 | 9.98 | 12.48 | 8.13 | 11.38 | 11.91 | 37.68 | 33.73 | 37.11 | 13.12 | 63.11 | 14.05 | 18.15 | 12.04 | 15.08 | 11.78 | 18.69 | 6.13 | 25.99 | 9.43 | 18.21 | 42.50 | 20.75 | 4.44 | 6.53 |
| Yield(%) | 0.00 | 6.65 | 6.07 | 9.42 | 8.36 | 11.79 | 4.29 | … | … | 0.00 | 7.03 | 3.72 | 9.70 | 14.15 | 12.05 | 4.44 | 17.47 | 4.61 | 0.00 | 11.45 | 7.61 | 0.00 | 0.00 | 0.00 | 0.60 | 0.72 | 0.14 | 17.22 | 14.01 | 8.06 | 5.74 | 2.12 | 0.14 | 0.07 | 0.00 | 0.06 | 0.17 | 0.86 | 1.82 | 1.11 | 0.72 | 0.63 | 1.96 | 1.60 |
Data as of 02/23/2018, Common starting date is 06/07/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNECX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS A) |
-24.76%
Feb 2000 – Feb 2003 |
-13.55%
Mar 1998 – Mar 2003 |
-1.28%
Feb 2000 – Feb 2010 |
0.11%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNECX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS A) |
36.05%
Feb 2009 – Feb 2012 |
27.83%
Feb 2009 – Feb 2014 |
16.68%
Feb 1990 – Feb 2000 |
12.32%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart