Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAICX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS C) | NA | 23.18% | 6.76% | 8.60% | 4.17% | 8.23% | NA | … | … |
Data as of 02/23/2018, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAICX (WADDELL & REED ADVISORS GLOBAL GROWTH 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 (%) | -0.81 | 23.18 | 6.76 | 8.60 | 4.17 | 8.23 | NA | … | … | 5.30 | 24.59 | -4.37 | 2.57 | -0.37 | 18.17 | 17.12 | -8.67 | 13.93 | 26.84 | -41.31 | 21.17 | 20.93 | 15.03 | 11.26 | 20.33 | -19.37 | -23.24 | 2.78 |
| Sharpe Ratio | NA | 1.95 | 0.46 | 0.62 | 0.21 | NA | NA | … | … | 1.89 | 2.86 | -0.30 | 0.17 | -0.03 | 1.56 | 1.12 | -0.34 | 0.70 | 1.05 | -1.16 | 0.96 | 1.16 | 1.23 | 0.77 | 1.50 | -1.24 | -1.98 | 2.44 |
| Standard Deviation(%) | NA | 11.52 | 13.88 | 13.07 | 20.07 | NA | NA | … | … | 21.80 | 8.41 | 15.15 | 15.25 | 11.77 | 11.61 | 15.41 | 25.68 | 19.64 | 25.36 | 36.43 | 19.05 | 15.22 | 10.46 | 13.44 | 13.12 | 16.45 | 13.12 | 11.98 |
| Draw Down(%) | NA | 9.53 | 19.47 | 19.47 | 51.69 | NA | NA | … | … | 9.53 | 3.17 | 14.78 | 13.75 | 13.62 | 10.03 | 14.72 | 24.85 | 16.41 | 22.04 | 51.32 | 12.84 | 17.44 | 7.51 | 12.34 | 14.03 | 26.44 | 30.21 | 3.68 |
| Yield(%) | 0.00 | 10.20 | 4.99 | 4.53 | 2.33 | 3.38 | 2.35 | … | … | 0.00 | 10.79 | 0.00 | 5.79 | 3.82 | 0.38 | 0.00 | 0.60 | 0.28 | 0.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 23.62 |
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 |
|---|---|---|---|---|
| WAICX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS C) |
-11.73%
Feb 2006 – Feb 2009 |
-3.65%
Oct 2007 – Oct 2012 |
1.69%
Jan 2001 – Jan 2011 |
2.32%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAICX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS C) |
24.95%
Oct 2004 – Oct 2007 |
18.92%
Oct 2002 – Oct 2007 |
8.58%
Mar 2003 – Mar 2013 |
8.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart