Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/23/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USTBX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS B) | NA | 21.24% | 6.01% | 13.12% | 9.84% | 12.01% | NA | 8.08% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USTBX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS B) | 10/04/1999 | 02/23/2018 |
The return data shown below all have the same latest date: 02/23/2018.
AR inception is since 10/04/1999.
AR inception is since 10/04/1999.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.69 | 21.24 | 6.01 | 13.12 | 9.84 | 12.01 | NA | 8.08 | -1.01 | 15.03 | -0.42 | -13.33 | -10.47 | 38.82 | 22.87 | -15.85 | 8.12 | 40.46 | -42.28 | -1.02 | -2.29 | 4.47 | 14.80 | 29.92 | -27.85 | -16.14 | -41.97 | 45.33 |
| Sharpe Ratio | NA | -0.58 | -1.26 | -0.93 | -0.77 | NA | NA | -0.86 | -0.25 | -0.23 | -1.79 | -1.53 | -1.31 | 1.12 | 0.27 | -1.16 | -0.51 | 0.90 | -1.63 | -0.83 | -1.61 | -0.99 | -0.28 | 0.65 | -2.68 | -1.65 | -1.92 | 13.51 |
| Standard Deviation(%) | NA | 21.57 | 20.31 | 20.39 | 23.74 | NA | NA | 25.50 | 31.20 | 18.41 | 19.26 | 20.88 | 22.08 | 18.06 | 16.14 | 29.74 | 20.53 | 24.18 | 37.82 | 27.89 | 15.31 | 16.64 | 17.24 | 16.23 | 17.77 | 22.98 | 57.71 | 30.02 |
| Draw Down(%) | NA | 19.08 | 37.11 | 42.71 | 49.53 | NA | NA | 80.42 | 11.30 | 16.38 | 20.55 | 22.69 | 19.77 | 11.85 | 10.48 | 27.78 | 15.91 | 17.35 | 46.81 | 26.78 | 11.69 | 11.76 | 17.90 | 6.96 | 33.26 | 31.52 | 59.07 | 9.23 |
| Yield(%) | 0.00 | 14.58 | 7.42 | 11.54 | 8.16 | 12.32 | 6.69 | 7.43 | 0.00 | 15.36 | 0.00 | 9.74 | 12.01 | 15.09 | 3.21 | 8.52 | 2.62 | 0.69 | 7.72 | 23.51 | 8.67 | 11.40 | 0.00 | 0.00 | 0.00 | 1.53 | 27.22 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USTBX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS B) |
-25.41%
Feb 2000 - Feb 2003 |
-9.06%
Feb 2000 - Feb 2005 |
-1.64%
Feb 2000 - Feb 2010 |
4.43%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USTBX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS B) |
27.43%
Sep 2011 - Sep 2014 |
26.47%
Feb 2009 - Feb 2014 |
13.40%
Aug 2004 - Aug 2014 |
12.44%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart