Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNVGX (WADDELL & REED ADVISORS VANGUARD FUND CLASS A) | NA | 29.69% | 12.15% | 17.23% | 9.31% | 10.77% | 8.20% | … | … |
Data as of 02/23/2018, Common starting date is 05/09/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNVGX (WADDELL & REED ADVISORS VANGUARD FUND CLASS A) | 05/09/1980 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.58 | 29.69 | 12.15 | 17.23 | 9.31 | 10.77 | 8.20 | … | … | 3.26 | 29.16 | 1.05 | 6.91 | 11.45 | 35.00 | 10.54 | 2.23 | 13.56 | 25.61 | -39.50 | 27.90 | 2.70 | 15.18 | 5.58 | 30.13 | -20.41 | -24.68 | -1.07 | 43.91 | 31.21 | 19.56 | 7.73 | 18.25 | -2.41 | 11.48 | 3.42 | 26.05 | -7.18 | 5.64 | 11.97 | -13.28 | 2.40 | 23.10 | -3.19 | 9.73 | 44.40 | 6.76 | 54.21 |
| Sharpe Ratio | NA | 1.71 | 0.68 | 1.05 | 0.43 | NA | NA | … | … | 0.88 | 2.98 | 0.06 | 0.40 | 0.74 | 2.64 | 0.73 | 0.08 | 0.66 | 1.13 | -1.11 | 1.42 | -0.04 | 1.14 | 0.33 | 1.65 | -0.96 | -1.07 | -0.15 | 1.71 | 1.25 | 0.93 | 0.32 | 0.90 | -0.36 | 0.85 | 0.09 | 1.72 | -0.82 | 0.00 | 0.56 | -0.54 | -0.09 | 1.99 | -1.19 | 0.19 | 1.79 | -0.23 | 3.95 |
| Standard Deviation(%) | NA | 13.62 | 14.96 | 14.81 | 20.59 | NA | NA | … | … | 26.59 | 9.62 | 14.75 | 17.22 | 15.37 | 13.24 | 14.46 | 27.03 | 20.36 | 22.52 | 36.41 | 17.57 | 13.68 | 11.42 | 13.98 | 17.89 | 22.40 | 25.59 | 33.71 | 23.83 | 22.28 | 17.26 | 13.13 | 15.96 | 14.71 | 10.96 | 11.31 | 12.87 | 15.18 | 15.79 | 12.96 | 32.03 | 19.63 | 9.02 | 8.33 | 19.14 | 20.46 | 14.41 | 22.49 |
| Draw Down(%) | NA | 9.74 | 16.47 | 16.47 | 46.90 | NA | NA | … | … | 9.74 | 3.48 | 13.69 | 12.39 | 9.50 | 8.17 | 11.72 | 19.12 | 16.84 | 18.70 | 48.12 | 8.45 | 11.68 | 7.86 | 16.14 | 9.56 | 27.17 | 39.47 | 25.15 | 13.72 | 24.77 | 12.31 | 13.56 | 13.40 | 13.42 | 8.50 | 13.05 | 8.42 | 22.50 | 17.80 | 8.58 | 36.95 | 16.63 | 6.40 | 12.81 | 18.29 | 3.49 | 9.95 | 1.98 |
| Yield(%) | 4.38 | 12.61 | 8.96 | 12.85 | 7.15 | 9.71 | 7.77 | … | … | 4.62 | 7.84 | 6.65 | 9.99 | 11.54 | 19.35 | 4.87 | 0.00 | 0.06 | 0.41 | 5.42 | 11.30 | 8.59 | 5.15 | 0.16 | 0.00 | 0.00 | 0.16 | 14.29 | 9.55 | 1.76 | 24.43 | 16.81 | 0.68 | 0.21 | 0.43 | 0.70 | 4.86 | 2.91 | 4.03 | 2.78 | 3.00 | 2.74 | 4.36 | 5.19 | 2.41 | 6.82 | 6.82 | 4.85 |
Data as of 02/23/2018, Common starting date is 05/09/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNVGX (WADDELL & REED ADVISORS VANGUARD FUND CLASS A) |
-20.32%
Mar 2000 – Mar 2003 |
-7.74%
Apr 2000 – Apr 2005 |
-3.26%
Aug 2000 – Aug 2010 |
2.91%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNVGX (WADDELL & REED ADVISORS VANGUARD FUND CLASS A) |
42.37%
Jun 1980 – Jun 1983 |
27.01%
Mar 1995 – Mar 2000 |
17.11%
Sep 1990 – Sep 2000 |
12.08%
Mar 1985 – Mar 2000 |
Annualized Rolling Returns Comparison Chart