Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAACX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS C) | NA | 10.64% | 5.50% | 12.12% | 6.02% | 7.70% | NA | … | … |
Data as of 02/23/2018, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAACX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS C) | 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 (%) | 0.93 | 10.64 | 5.50 | 12.12 | 6.02 | 7.70 | NA | … | … | 2.60 | 13.89 | 2.12 | 2.60 | 12.58 | 32.20 | 10.83 | -2.88 | 14.69 | 24.18 | -40.42 | 12.81 | 11.69 | 9.61 | 6.08 | 18.43 | -23.50 | -16.42 | 3.89 |
| Sharpe Ratio | NA | 0.95 | 0.40 | 0.88 | 0.29 | NA | NA | … | … | 0.93 | 1.70 | 0.14 | 0.17 | 0.91 | 2.82 | 0.78 | -0.12 | 0.78 | 1.02 | -0.98 | 0.61 | 0.77 | 0.66 | 0.45 | 1.22 | -1.29 | -1.00 | 2.44 |
| Standard Deviation(%) | NA | 10.38 | 13.00 | 13.04 | 20.70 | NA | NA | … | … | 19.48 | 7.83 | 13.80 | 15.44 | 13.79 | 11.41 | 13.86 | 24.76 | 18.71 | 23.51 | 42.13 | 16.11 | 10.93 | 11.34 | 11.35 | 14.51 | 19.06 | 18.96 | 18.51 |
| Draw Down(%) | NA | 9.98 | 17.47 | 17.47 | 52.33 | NA | NA | … | … | 9.98 | 4.19 | 12.01 | 13.16 | 8.14 | 6.24 | 10.94 | 21.14 | 17.17 | 24.66 | 50.79 | 9.19 | 9.82 | 8.25 | 11.05 | 11.79 | 28.85 | 27.16 | 5.73 |
| Yield(%) | 0.00 | 7.86 | 8.36 | 10.83 | 5.49 | 6.20 | 3.53 | … | … | 0.00 | 8.24 | 4.87 | 14.90 | 17.40 | 0.07 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.45 | 22.44 |
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 |
|---|---|---|---|---|
| WAACX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS C) |
-14.42%
Feb 2006 – Feb 2009 |
-6.15%
Feb 2004 – Feb 2009 |
-0.60%
Dec 2000 – Dec 2010 |
2.67%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAACX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS C) |
21.70%
Feb 2009 – Feb 2012 |
19.71%
Feb 2009 – Feb 2014 |
7.28%
Apr 2005 – Apr 2015 |
7.56%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart