Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAIBX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS B) | NA | 22.72% | 6.41% | 8.25% | 3.84% | 7.90% | NA | … | … |
Data as of 02/23/2018, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAIBX (WADDELL & REED ADVISORS GLOBAL GROWTH 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 (%) | -0.94 | 22.72 | 6.41 | 8.25 | 3.84 | 7.90 | NA | … | … | 5.25 | 24.22 | -4.68 | 2.11 | -0.65 | 17.92 | 16.44 | -8.96 | 13.73 | 26.39 | -41.42 | 20.99 | 20.71 | 14.87 | 10.94 | 19.75 | -19.83 | -23.46 | 2.79 |
| Sharpe Ratio | NA | 1.91 | 0.44 | 0.59 | 0.19 | NA | NA | … | … | 1.86 | 2.83 | -0.32 | 0.14 | -0.06 | 1.55 | 1.07 | -0.35 | 0.69 | 1.04 | -1.15 | 0.94 | 1.15 | 1.21 | 0.75 | 1.45 | -1.27 | -2.00 | 2.35 |
| Standard Deviation(%) | NA | 11.53 | 13.87 | 13.03 | 20.07 | NA | NA | … | … | 21.90 | 8.36 | 15.13 | 15.21 | 11.72 | 11.55 | 15.40 | 25.65 | 19.65 | 25.35 | 36.55 | 19.13 | 15.15 | 10.49 | 13.37 | 13.18 | 16.45 | 13.09 | 12.50 |
| Draw Down(%) | NA | 9.52 | 19.78 | 19.78 | 51.79 | NA | NA | … | … | 9.52 | 3.17 | 14.81 | 13.90 | 13.64 | 10.03 | 14.78 | 24.95 | 16.38 | 22.03 | 51.40 | 12.78 | 17.38 | 7.66 | 12.54 | 14.20 | 26.78 | 30.33 | 3.78 |
| Yield(%) | 0.00 | 10.54 | 5.14 | 4.58 | 2.30 | 3.29 | 2.31 | … | … | 0.00 | 11.15 | 0.00 | 6.04 | 3.97 | 0.01 | 0.00 | 0.38 | 0.31 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 23.69 |
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 |
|---|---|---|---|---|
| WAIBX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS B) |
-11.91%
Feb 2006 – Feb 2009 |
-3.94%
Oct 2007 – Oct 2012 |
1.41%
Jan 2001 – Jan 2011 |
2.01%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAIBX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS B) |
24.71%
Oct 2004 – Oct 2007 |
18.58%
Oct 2002 – Oct 2007 |
8.28%
Mar 2003 – Mar 2013 |
8.13%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart