Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCCIX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS C) | NA | 4.61% | 4.99% | 8.53% | 4.92% | 7.87% | NA | … | … |
Data as of 10/13/2017, Common starting date is 10/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCCIX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS C) | 10/04/1999 | 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.81 | 4.61 | 4.99 | 8.53 | 4.92 | 7.87 | NA | … | … | 3.94 | -3.05 | -15.21 | -4.04 | 12.78 | 9.39 | -5.26 | 19.26 | 22.22 | -35.27 | 0.86 | -1.19 | 7.72 | 8.58 | 16.24 | -22.90 | -20.03 | -14.02 | 4.63 |
| Sharpe Ratio | NA | -1.43 | -1.56 | -1.30 | -0.99 | NA | NA | … | … | -0.94 | -2.33 | -1.54 | -1.22 | -0.28 | -0.58 | -0.91 | 0.03 | 0.14 | -1.52 | -1.06 | -1.29 | -1.27 | -1.06 | -0.23 | -1.92 | -1.96 | -2.62 | 3.64 |
| Standard Deviation(%) | NA | 14.11 | 18.92 | 18.72 | 22.82 | NA | NA | … | … | 14.01 | 15.92 | 21.96 | 18.48 | 20.50 | 16.01 | 26.20 | 20.58 | 25.96 | 36.07 | 20.06 | 18.37 | 10.49 | 10.37 | 13.58 | 22.27 | 21.33 | 31.57 | 18.87 |
| Draw Down(%) | NA | 9.14 | 35.63 | 37.65 | 56.05 | NA | NA | … | … | 9.14 | 12.79 | 20.43 | 16.76 | 16.10 | 10.27 | 21.37 | 17.49 | 23.59 | 44.18 | 15.63 | 15.02 | 6.90 | 6.48 | 13.72 | 32.28 | 30.98 | 28.62 | 7.59 |
| Yield(%) | 0.00 | 5.62 | 10.25 | 11.11 | 6.53 | 8.78 | 4.81 | … | … | 0.00 | 5.83 | 13.70 | 12.60 | 17.62 | 7.62 | 5.43 | 0.00 | 0.00 | 0.05 | 12.20 | 16.73 | 0.00 | 0.00 | 0.00 | 0.00 | 3.75 | 22.52 | 0.00 |
Data as of 10/13/2017, Common starting date is 10/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCCIX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS C) |
-15.96%
Mar 2000 – Mar 2003 |
-4.63%
Apr 2000 – Apr 2005 |
-1.88%
Aug 2000 – Aug 2010 |
3.29%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCCIX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS C) |
24.20%
Feb 2009 – Feb 2012 |
22.55%
Feb 2009 – Feb 2014 |
9.41%
Aug 2004 – Aug 2014 |
8.60%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart