Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDVAX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS A) | NA | 11.23% | 6.69% | 9.00% | 3.58% | NA | NA | … | … |
Data as of 10/13/2017, Common starting date is 08/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDVAX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS A) | 08/28/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.28 | 11.23 | 6.69 | 9.00 | 3.58 | NA | NA | … | … | 4.81 | 6.70 | -2.23 | 9.58 | 29.90 | 12.43 | -5.13 | 16.47 | 18.72 | -37.04 | 16.78 | 15.75 | 13.27 | 11.80 | 10.62 |
| Sharpe Ratio | NA | 1.07 | 0.50 | 0.72 | 0.16 | NA | NA | … | … | 0.55 | 0.50 | -0.16 | 0.81 | 2.53 | 0.97 | -0.19 | 0.78 | 0.78 | -1.01 | 0.90 | 1.18 | 1.03 | 1.15 | 3.90 |
| Standard Deviation(%) | NA | 10.04 | 12.93 | 12.56 | 20.53 | NA | NA | … | … | 10.13 | 12.86 | 14.46 | 11.76 | 11.80 | 12.92 | 26.87 | 20.89 | 23.78 | 37.43 | 15.29 | 10.62 | 10.81 | 9.47 | 8.67 |
| Draw Down(%) | NA | 6.50 | 15.59 | 15.59 | 50.92 | NA | NA | … | … | 6.50 | 10.71 | 13.61 | 9.05 | 5.78 | 10.59 | 26.11 | 18.55 | 23.20 | 46.12 | 7.98 | 8.40 | 6.33 | 5.94 | 2.83 |
| Yield(%) | 0.00 | 6.43 | 11.42 | 9.85 | 4.78 | 6.35 | 4.76 | … | … | 1.04 | 6.25 | 12.18 | 17.42 | 7.65 | 1.74 | 1.00 | 1.33 | 1.02 | 0.52 | 2.78 | 3.05 | 1.10 | 1.24 | 0.31 |
Data as of 10/13/2017, Common starting date is 08/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDVAX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS A) |
-11.56%
Feb 2006 – Feb 2009 |
-2.25%
Feb 2004 – Feb 2009 |
4.32%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDVAX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS A) |
20.82%
Sep 2011 – Sep 2014 |
18.10%
Feb 2009 – Feb 2014 |
8.32%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart