Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNEYX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS Y) | NA | -63.59% | -27.95% | -12.19% | -1.78% | 3.87% | 1.84% | … | … |
Data as of 02/23/2018, Common starting date is 12/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNEYX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS Y) | 12/15/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -71.11 | -63.59 | -27.95 | -12.19 | -1.78 | 3.87 | 1.84 | … | … | -0.08 | 27.29 | 6.39 | -5.70 | 8.16 | 30.87 | 13.03 | -0.25 | 32.30 | 49.92 | -37.27 | 13.95 | 9.34 | 12.19 | 19.72 | 34.66 | -27.14 | -17.81 | -14.67 | 48.63 | 21.86 | 5.29 | 1.10 | -0.93 |
| Sharpe Ratio | NA | 1.52 | 0.47 | 0.77 | 0.48 | NA | NA | … | … | -0.06 | 2.89 | 0.38 | -0.37 | 0.62 | 2.44 | 0.82 | -0.01 | 1.53 | 1.62 | -1.01 | 0.70 | 0.48 | 0.89 | 1.38 | 1.88 | -1.10 | -0.81 | -0.46 | 2.00 | 0.79 | 0.10 | -0.15 | -0.63 |
| Standard Deviation(%) | NA | 12.54 | 14.61 | 14.04 | 22.04 | NA | NA | … | … | 24.02 | 9.25 | 16.27 | 15.44 | 13.21 | 12.62 | 16.05 | 29.36 | 21.01 | 30.67 | 37.68 | 15.62 | 12.77 | 11.32 | 13.60 | 18.09 | 25.70 | 25.13 | 40.58 | 22.70 | 23.41 | 17.81 | 15.92 | 41.73 |
| Draw Down(%) | NA | 9.25 | 25.59 | 25.59 | 49.33 | NA | NA | … | … | 9.25 | 3.20 | 15.71 | 16.19 | 9.47 | 6.06 | 14.01 | 25.73 | 14.06 | 24.53 | 48.73 | 9.96 | 12.41 | 8.02 | 11.32 | 12.26 | 37.78 | 33.53 | 37.05 | 13.18 | 29.49 | 17.12 | 18.13 | 6.52 |
| Yield(%) | 0.00 | 6.20 | 5.68 | 8.94 | 8.25 | 11.88 | 7.23 | … | … | 0.00 | 6.54 | 3.33 | 9.12 | 13.18 | 11.35 | 4.15 | 16.89 | 4.98 | 0.00 | 11.37 | 7.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 17.15 | 0.00 | 0.49 | 0.46 | 0.68 | 0.25 |
Data as of 02/23/2018, Common starting date is 12/15/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNEYX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS Y) |
-24.83%
Feb 2000 – Feb 2003 |
-7.70%
Feb 2000 – Feb 2005 |
-0.98%
Feb 2000 – Feb 2010 |
4.69%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNEYX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS Y) |
36.71%
Feb 2009 – Feb 2012 |
28.40%
Feb 2009 – Feb 2014 |
13.38%
Mar 2003 – Mar 2013 |
12.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart