Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USTFX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS Y) | NA | 26.44% | 8.51% | 15.33% | 11.73% | 13.88% | 12.30% | 11.36% |
Data as of 02/23/2018, AR inception is 02/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USTFX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS Y) | 02/27/1996 | 02/23/2018 |
| 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.99 | 26.44 | 8.51 | 15.33 | 11.73 | 13.88 | 12.30 | 11.36 | 1.97 | 32.31 | 1.12 | -2.48 | 2.81 | 57.42 | 28.05 | -5.74 | 12.45 | 43.32 | -33.01 | 24.59 | 7.98 | 17.47 | 16.72 | 32.52 | -26.46 | -13.12 | -13.80 | 103.72 | 48.07 | -13.48 | -2.87 |
| Sharpe Ratio | NA | 1.61 | 0.46 | 0.85 | 0.54 | NA | NA | 0.40 | 0.48 | 2.51 | 0.05 | -0.14 | 0.15 | 4.06 | 1.78 | -0.21 | 0.61 | 1.80 | -0.98 | 1.26 | 0.35 | 1.25 | 0.91 | 1.96 | -1.54 | -0.69 | -0.43 | 3.13 | 1.65 | -0.52 | -0.28 |
| Standard Deviation(%) | NA | 15.94 | 17.61 | 17.35 | 21.58 | NA | NA | 23.18 | 27.26 | 12.68 | 19.26 | 18.34 | 18.64 | 14.13 | 15.84 | 27.46 | 20.39 | 24.04 | 34.45 | 17.20 | 13.35 | 12.26 | 17.32 | 16.24 | 17.89 | 22.81 | 41.47 | 32.08 | 27.19 | 32.73 | 24.41 |
| Draw Down(%) | NA | 11.31 | 29.57 | 29.57 | 45.91 | NA | NA | 62.38 | 11.31 | 6.26 | 20.46 | 19.34 | 15.53 | 5.95 | 10.24 | 24.68 | 15.65 | 17.23 | 46.13 | 9.16 | 11.44 | 6.96 | 17.16 | 6.73 | 32.32 | 30.77 | 39.39 | 15.42 | 28.39 | 29.82 | 21.55 |
| Yield(%) | 0.00 | 9.45 | 5.02 | 8.50 | 6.91 | 11.86 | 12.55 | 11.25 | 0.00 | 9.97 | 0.00 | 6.40 | 8.33 | 10.97 | 2.39 | 7.67 | 2.04 | 0.55 | 6.95 | 21.51 | 7.54 | 10.22 | 0.00 | 0.00 | 0.00 | 1.95 | 26.83 | 15.26 | 0.00 | 0.00 | 0.00 |
Data as of 02/23/2018, AR inception is 02/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USTFX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS Y) |
-24.10%
Feb 2000 - Feb 2003 |
-7.46%
Feb 2000 - Feb 2005 |
-0.03%
Feb 2000 - Feb 2010 |
6.07%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USTFX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS Y) |
53.92%
Mar 1997 - Mar 2000 |
28.38%
Feb 2009 - Feb 2014 |
15.08%
Aug 2004 - Aug 2014 |
14.12%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart