Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDR (Waddell & Reed Financial Inc) | NA | 83.26% | 14.13% | 12.71% | 1.12% | 5.71% | 3.40% | … | … |
Data as of 04/30/2021, Common starting date is 03/05/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDR (Waddell & Reed Financial Inc) | 03/05/1998 | 04/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 83.26 | 14.13 | 12.71 | 1.12 | 5.71 | 3.40 | … | … | 0.05 | 65.21 | -7.52 | -19.07 | 14.51 | -31.93 | -42.47 | -23.50 | 87.02 | 40.57 | -29.81 | 15.55 | 97.54 | -57.16 | 31.91 | 30.47 | -12.22 | 1.83 | 19.27 | -38.91 | -14.42 | 108.06 | 14.51 | -10.40 |
| Sharpe Ratio | NA | 1.62 | 0.32 | 0.31 | 0.02 | NA | NA | … | … | 0.03 | 1.05 | -1.13 | -1.26 | -0.18 | -1.41 | -2.16 | -1.62 | 2.75 | 0.76 | -0.98 | -0.08 | 1.29 | -0.94 | 0.28 | 0.34 | -1.51 | -0.75 | 0.00 | -1.51 | -0.85 | 0.74 | 1.26 | 0.62 |
| Standard Deviation(%) | NA | 51.48 | 41.53 | 38.41 | 36.71 | NA | NA | … | … | 4.62 | 61.64 | 27.31 | 32.27 | 26.91 | 46.73 | 28.24 | 25.90 | 24.88 | 29.13 | 49.25 | 36.18 | 61.11 | 81.35 | 35.02 | 24.06 | 22.06 | 23.57 | 29.37 | 38.88 | 42.63 | 53.32 | 31.32 | 44.50 |
| Draw Down(%) | NA | 14.20 | 45.33 | 48.54 | 78.65 | NA | NA | … | … | 1.27 | 37.70 | 21.75 | 29.39 | 20.25 | 46.27 | 44.93 | 42.27 | 11.87 | 19.11 | 44.52 | 44.10 | 33.78 | 75.60 | 22.94 | 20.49 | 29.75 | 30.14 | 24.16 | 52.80 | 36.13 | 25.16 | 26.85 | 38.71 |
| Yield(%) | 0.00 | 8.59 | 5.35 | 6.88 | 3.65 | 5.41 | 3.49 | … | … | 1.97 | 7.50 | 5.54 | 4.59 | 9.20 | 8.13 | 4.35 | 2.10 | 3.10 | 6.93 | 2.37 | 2.46 | 4.48 | 2.68 | 2.42 | 2.83 | 2.51 | 2.50 | 2.67 | 1.54 | 1.04 | 2.00 | 0.00 | 0.00 |
Data as of 04/30/2021, Common starting date is 03/05/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDR (Waddell & Reed Financial Inc) |
-34.15%
Mar 2014 – Mar 2017 |
-19.74%
Mar 2014 – Mar 2019 |
-5.91%
Mar 2010 – Mar 2020 |
-0.90%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDR (Waddell & Reed Financial Inc) |
63.14%
Aug 1998 – Aug 2001 |
42.39%
Feb 2009 – Feb 2014 |
18.16%
Aug 1998 – Aug 2008 |
18.18%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart