Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCTMX (WADDELL & REED ADVISORS TAX-MANAGED EQUITY FUND CLASS C) | NA | -19.63% | -2.49% | 4.77% | 2.72% | 6.54% | NA | … | … |
Data as of 10/13/2017, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCTMX (WADDELL & REED ADVISORS TAX-MANAGED EQUITY FUND CLASS C) | 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 (%) | -33.26 | -19.63 | -2.49 | 4.77 | 2.72 | 6.54 | NA | … | … | -18.78 | -2.91 | 6.96 | 10.89 | 34.47 | 12.71 | -2.83 | 13.77 | 30.21 | -35.57 | 24.30 | 5.62 | 9.13 | 10.79 | 23.72 | -17.30 | -22.82 | -1.25 |
| Sharpe Ratio | NA | -0.39 | -0.06 | 0.09 | 0.30 | NA | NA | … | … | -0.62 | -0.21 | 0.44 | 0.77 | 2.73 | 0.91 | -0.11 | 0.74 | 1.44 | -1.16 | 1.30 | 0.19 | 0.63 | 0.74 | 1.57 | -0.91 | -1.12 | -0.77 |
| Standard Deviation(%) | NA | 51.03 | 41.86 | 52.79 | 19.41 | NA | NA | … | … | 38.68 | 14.64 | 15.67 | 14.19 | 12.59 | 14.05 | 25.90 | 18.60 | 20.95 | 31.35 | 16.38 | 12.57 | 11.14 | 13.23 | 14.66 | 20.26 | 22.83 | 21.36 |
| Draw Down(%) | NA | 33.26 | 33.26 | 33.26 | 45.11 | NA | NA | … | … | 33.26 | 14.71 | 12.60 | 8.63 | 7.53 | 11.10 | 20.10 | 16.54 | 14.59 | 43.54 | 7.91 | 11.63 | 7.05 | 13.38 | 8.56 | 25.73 | 37.75 | 8.02 |
| Yield(%) | 0.00 | 2.91 | 6.71 | 7.63 | 3.99 | 5.25 | 2.48 | … | … | 0.00 | 2.91 | 8.71 | 8.63 | 10.97 | 3.17 | 0.00 | 0.70 | 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 |
|---|---|---|---|---|
| WCTMX (WADDELL & REED ADVISORS TAX-MANAGED EQUITY FUND CLASS C) |
-8.58%
Feb 2006 – Feb 2009 |
-2.17%
Feb 2004 – Feb 2009 |
1.54%
Jan 2001 – Jan 2011 |
4.19%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCTMX (WADDELL & REED ADVISORS TAX-MANAGED EQUITY FUND CLASS C) |
20.83%
Sep 2011 – Sep 2014 |
19.57%
Feb 2009 – Feb 2014 |
9.69%
Aug 2004 – Aug 2014 |
9.54%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart