Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAABX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS B) | NA | 10.41% | 5.28% | 11.87% | 5.81% | 7.52% | NA | … | … |
Data as of 02/23/2018, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAABX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS B) | 11/24/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 10.41 | 5.28 | 11.87 | 5.81 | 7.52 | NA | … | … | 2.55 | 13.86 | 1.81 | 2.32 | 12.30 | 31.78 | 10.49 | -3.05 | 14.64 | 23.92 | -40.42 | 12.74 | 11.59 | 9.48 | 6.10 | 18.26 | -23.79 | -16.38 | 3.88 |
| Sharpe Ratio | NA | 0.93 | 0.38 | 0.87 | 0.28 | NA | NA | … | … | 0.91 | 1.71 | 0.12 | 0.15 | 0.89 | 2.80 | 0.77 | -0.12 | 0.78 | 1.02 | -0.98 | 0.61 | 0.76 | 0.64 | 0.46 | 1.22 | -1.29 | -1.01 | 2.51 |
| Standard Deviation(%) | NA | 10.37 | 13.00 | 13.04 | 20.72 | NA | NA | … | … | 19.47 | 7.78 | 13.85 | 15.48 | 13.78 | 11.34 | 13.73 | 24.84 | 18.69 | 23.39 | 42.26 | 16.06 | 10.98 | 11.35 | 11.27 | 14.43 | 19.30 | 18.89 | 17.95 |
| Draw Down(%) | NA | 9.90 | 17.58 | 17.58 | 52.29 | NA | NA | … | … | 9.90 | 4.17 | 12.02 | 13.21 | 8.19 | 6.32 | 10.82 | 21.24 | 17.17 | 24.61 | 50.86 | 9.12 | 9.87 | 8.28 | 11.25 | 11.81 | 29.12 | 27.13 | 5.17 |
| Yield(%) | 0.00 | 7.93 | 8.38 | 10.78 | 5.41 | 6.08 | 3.49 | … | … | 0.00 | 8.33 | 4.87 | 14.95 | 17.30 | 0.07 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.44 | 22.41 |
Data as of 02/23/2018, Common starting date is 11/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAABX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS B) |
-14.49%
Feb 2006 – Feb 2009 |
-6.25%
Feb 2004 – Feb 2009 |
-0.70%
Dec 2000 – Dec 2010 |
2.51%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAABX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS B) |
21.50%
Feb 2009 – Feb 2012 |
19.47%
Feb 2009 – Feb 2014 |
7.10%
Apr 2005 – Apr 2015 |
7.38%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart