Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNSCX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS A) | NA | 25.49% | 8.04% | 14.91% | 11.34% | 13.48% | 6.33% | … | … |
Data as of 02/23/2018, Common starting date is 02/06/1976
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNSCX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS A) | 02/06/1976 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.51 | 25.49 | 8.04 | 14.91 | 11.34 | 13.48 | 6.33 | … | … | 1.40 | 32.02 | 0.81 | -2.69 | 2.52 | 56.99 | 27.68 | -6.15 | 12.16 | 42.73 | -33.25 | 24.22 | 7.57 | 17.20 | 16.20 | 32.01 | -26.78 | -13.42 | -13.96 | 102.93 | -46.90 | -6.81 | 4.18 | 50.49 | 2.63 | 1.25 | -4.98 | 50.66 | -11.87 | 19.14 | 7.54 | -6.42 | 0.80 | 9.81 | -16.96 | 12.47 | 18.11 | -13.93 | 36.91 | 19.53 | 15.94 | -4.36 | -3.96 |
| Sharpe Ratio | NA | 1.54 | 0.44 | 0.83 | 0.52 | NA | NA | … | … | 0.32 | 2.50 | 0.03 | -0.15 | 0.13 | 4.02 | 1.76 | -0.23 | 0.59 | 1.76 | -0.99 | 1.24 | 0.32 | 1.22 | 0.88 | 1.93 | -1.56 | -0.70 | -0.43 | 3.11 | -0.45 | -0.40 | 0.03 | 2.09 | -0.02 | -0.05 | -0.45 | 2.77 | -1.03 | 1.00 | 0.21 | -0.35 | -0.17 | 0.29 | -1.22 | 0.51 | 0.64 | -1.74 | 1.16 | 0.75 | 0.59 | -0.63 | -0.57 |
| Standard Deviation(%) | NA | 16.06 | 17.64 | 17.40 | 21.59 | NA | NA | … | … | 27.95 | 12.59 | 19.23 | 18.39 | 18.71 | 14.17 | 15.83 | 27.34 | 20.34 | 24.21 | 34.39 | 17.17 | 13.38 | 12.35 | 17.32 | 16.20 | 17.88 | 22.86 | 41.50 | 32.07 | 112.46 | 25.99 | 25.27 | 22.31 | 17.88 | 16.16 | 16.17 | 16.83 | 16.55 | 13.40 | 13.40 | 30.14 | 20.14 | 15.86 | 19.27 | 12.42 | 16.58 | 13.71 | 24.78 | 16.50 | 18.57 | 12.66 | 13.85 |
| Draw Down(%) | NA | 11.28 | 29.65 | 29.65 | 46.02 | NA | NA | … | … | 11.28 | 6.28 | 20.47 | 19.41 | 15.58 | 5.95 | 10.35 | 24.76 | 15.70 | 17.36 | 46.31 | 9.19 | 11.49 | 7.00 | 17.26 | 6.75 | 32.55 | 30.89 | 39.50 | 15.48 | 74.14 | 23.62 | 21.55 | 15.70 | 18.01 | 14.09 | 22.35 | 8.30 | 20.71 | 12.40 | 9.09 | 33.36 | 14.40 | 13.77 | 20.37 | 7.12 | 8.39 | 18.32 | 14.19 | 10.01 | 19.59 | 12.30 | 11.88 |
| Yield(%) | 0.00 | 10.52 | 5.55 | 9.22 | 7.24 | 12.05 | 4.32 | … | … | 0.00 | 11.10 | 0.00 | 7.12 | 9.16 | 11.94 | 2.58 | 7.90 | 2.18 | 0.59 | 7.17 | 22.17 | 7.84 | 10.55 | 0.00 | 0.00 | 0.00 | 1.67 | 27.14 | 15.39 | 3.46 | 6.61 | 2.13 | 0.00 | 0.00 | 0.02 | 0.07 | 0.31 | 0.69 | 0.65 | 0.72 | 0.83 | 0.81 | 1.52 | 1.33 | 1.18 | 2.30 | 1.37 | 1.13 | 0.88 | 0.96 | 0.67 | 0.55 |
Data as of 02/23/2018, Common starting date is 02/06/1976
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNSCX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS A) |
-29.18%
Aug 1995 – Aug 1998 |
-13.42%
Mar 1998 – Mar 2003 |
-1.95%
Aug 1988 – Aug 1998 |
-1.95%
Aug 1983 – Aug 1998 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNSCX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS A) |
29.03%
Aug 1998 – Aug 2001 |
27.93%
Feb 2009 – Feb 2014 |
14.70%
Aug 2004 – Aug 2014 |
13.75%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart