Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBTMX (WADDELL & REED ADVISORS TAX-MANAGED EQUITY FUND CLASS B) | NA | -19.11% | -2.37% | 4.80% | 2.65% | 6.51% | NA | … | … |
Data as of 10/13/2017, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBTMX (WADDELL & REED ADVISORS TAX-MANAGED EQUITY FUND CLASS B) | 11/24/2000 | 10/13/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -32.64 | -19.11 | -2.37 | 4.80 | 2.65 | 6.51 | NA | … | … | -18.20 | -3.11 | 6.83 | 10.81 | 34.23 | 12.69 | -2.83 | 12.86 | 30.09 | -35.54 | 24.20 | 5.82 | 9.11 | 10.76 | 23.85 | -17.28 | -22.79 | -1.24 |
| Sharpe Ratio | NA | -0.40 | -0.07 | 0.10 | 0.29 | NA | NA | … | … | -0.61 | -0.23 | 0.43 | 0.76 | 2.71 | 0.91 | -0.11 | 0.68 | 1.44 | -1.16 | 1.30 | 0.20 | 0.62 | 0.73 | 1.58 | -0.91 | -1.12 | -0.77 |
| Standard Deviation(%) | NA | 48.86 | 39.52 | 47.34 | 19.43 | NA | NA | … | … | 37.71 | 14.59 | 15.65 | 14.20 | 12.62 | 14.07 | 25.96 | 18.71 | 20.87 | 31.36 | 16.37 | 12.52 | 11.27 | 13.41 | 14.63 | 20.23 | 22.81 | 21.33 |
| Draw Down(%) | NA | 32.64 | 32.64 | 32.64 | 45.12 | NA | NA | … | … | 32.64 | 14.70 | 12.66 | 8.62 | 7.53 | 11.15 | 20.13 | 17.14 | 14.43 | 43.56 | 7.89 | 11.60 | 7.15 | 13.35 | 8.40 | 25.73 | 37.75 | 8.02 |
| Yield(%) | 0.00 | 2.91 | 6.66 | 7.55 | 3.88 | 5.13 | 2.42 | … | … | 0.00 | 2.91 | 8.57 | 8.62 | 10.78 | 3.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/13/2017, 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 |
|---|---|---|---|---|
| WBTMX (WADDELL & REED ADVISORS TAX-MANAGED EQUITY FUND CLASS B) |
-8.52%
Feb 2006 – Feb 2009 |
-2.14%
Feb 2004 – Feb 2009 |
1.49%
Jan 2001 – Jan 2011 |
4.12%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBTMX (WADDELL & REED ADVISORS TAX-MANAGED EQUITY FUND CLASS B) |
20.71%
Sep 2011 – Sep 2014 |
19.30%
Feb 2009 – Feb 2014 |
9.59%
Aug 2004 – Aug 2014 |
9.43%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart