Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCSTX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS C) | NA | 21.64% | 6.20% | 13.31% | 9.99% | 12.13% | NA | … | … |
Data as of 02/23/2018, Common starting date is 10/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCSTX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS C) | 10/04/1999 | 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.58 | 21.64 | 6.20 | 13.31 | 9.99 | 12.13 | NA | … | … | -0.90 | 15.46 | -0.21 | -13.13 | -10.25 | 39.21 | 23.10 | -15.73 | 8.33 | 40.43 | -42.15 | -1.12 | -2.18 | 4.46 | 14.88 | 30.03 | -27.82 | -16.12 | -41.95 | 45.41 |
| Sharpe Ratio | NA | -0.56 | -1.25 | -0.92 | -0.76 | NA | NA | … | … | -0.23 | -0.21 | -1.78 | -1.53 | -1.31 | 1.15 | 0.28 | -1.15 | -0.50 | 0.90 | -1.62 | -0.83 | -1.61 | -1.00 | -0.27 | 0.66 | -2.67 | -1.65 | -1.92 | 13.52 |
| Standard Deviation(%) | NA | 21.43 | 20.22 | 20.32 | 23.73 | NA | NA | … | … | 30.83 | 18.36 | 19.25 | 20.74 | 22.02 | 18.04 | 16.20 | 29.77 | 20.50 | 24.20 | 37.91 | 27.91 | 15.27 | 16.64 | 17.25 | 16.21 | 17.85 | 22.94 | 57.63 | 30.07 |
| Draw Down(%) | NA | 18.90 | 36.95 | 42.30 | 49.53 | NA | NA | … | … | 11.29 | 16.19 | 20.50 | 22.50 | 19.59 | 11.80 | 10.51 | 27.68 | 15.94 | 17.43 | 46.77 | 26.76 | 11.66 | 11.73 | 17.86 | 6.95 | 33.33 | 31.49 | 59.06 | 9.23 |
| Yield(%) | 0.00 | 14.41 | 7.34 | 11.45 | 8.15 | 12.34 | 6.70 | … | … | 0.00 | 15.18 | 0.00 | 9.60 | 11.87 | 14.95 | 3.19 | 8.58 | 2.60 | 0.69 | 7.73 | 23.48 | 8.64 | 11.38 | 0.00 | 0.00 | 0.00 | 1.53 | 27.22 | 0.00 |
Data as of 02/23/2018, 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 |
|---|---|---|---|---|
| WCSTX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS C) |
-25.39%
Feb 2000 – Feb 2003 |
-9.02%
Feb 2000 – Feb 2005 |
-1.59%
Feb 2000 – Feb 2010 |
4.51%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCSTX (WADDELL & REED ADVISORS SCIENCE AND TECHNOLOGY FUND CLASS C) |
27.61%
Sep 2011 – Sep 2014 |
26.66%
Feb 2009 – Feb 2014 |
13.51%
Aug 2004 – Aug 2014 |
12.54%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart