Performance Comparison
Comparison Box

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
WAAYX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS Y) NA 11.93% 6.76% 13.50% 7.42% 9.10% 5.91% 5.25%
More Performance Analytics Comparison
Name Start Date End Date
WAAYX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS Y) 12/14/1995 02/23/2018
The return data shown below all have the same latest date: 02/23/2018.
AR inception is since 12/14/1995.
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 1995
Annualized Return (%) 0.89 11.93 6.76 13.50 7.42 9.10 5.91 5.25 2.81 15.30 3.40 3.77 13.89 33.80 12.31 -1.53 16.64 25.88 -39.60 14.18 13.06 11.01 7.51 20.14 -22.75 -15.28 20.39 10.92 8.11 1.44 1.12 -9.57
Sharpe Ratio NA 1.08 0.49 0.99 0.36 NA NA 0.18 1.01 1.90 0.23 0.24 1.00 2.99 0.89 -0.06 0.88 1.10 -0.96 0.69 0.89 0.79 0.58 1.34 -1.25 -0.94 0.84 0.38 0.26 -0.04 -0.15 -1.58
Standard Deviation(%) NA 10.33 12.98 13.01 20.73 NA NA 20.93 19.52 7.75 13.84 15.36 13.83 11.28 13.83 24.79 18.71 23.50 42.29 16.16 10.99 11.23 11.35 14.47 19.08 18.97 19.56 20.18 18.40 47.67 15.65 60.47
Draw Down(%) NA 9.88 16.98 16.98 51.79 NA NA 54.35 9.88 4.06 11.83 13.05 8.03 6.17 10.59 20.93 16.82 24.50 50.23 9.15 9.65 8.13 10.65 11.55 28.33 26.43 10.04 13.59 17.00 24.97 14.44 12.60
Yield(%) 0.00 7.75 8.30 11.03 6.06 7.38 5.25 4.65 0.00 8.14 5.16 14.32 17.14 0.67 0.76 0.20 0.85 0.75 0.57 0.69 0.52 0.23 1.05 0.55 0.70 10.90 26.51 0.51 1.51 1.26 1.50 0.68
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WAAYX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS Y) -13.36%
Feb 2006 - Feb 2009 		-5.91%
Sep 1997 - Sep 2002 		-1.47%
Mar 1999 - Mar 2009 		1.84%
Jul 1997 - Jul 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WAAYX (WADDELL & REED ADVISORS ACCUMULATIVE FUND CLASS Y) 23.53%
Feb 2009 - Feb 2012 		21.41%
Feb 2009 - Feb 2014 		8.70%
Apr 2005 - Apr 2015 		8.97%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart