Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDVBX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS B) | NA | 9.93% | 5.45% | 7.76% | 2.44% | NA | NA | … | … |
Data as of 10/13/2017, Common starting date is 08/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDVBX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS B) | 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 (%) | -6.23 | 9.93 | 5.45 | 7.76 | 2.44 | NA | NA | … | … | 3.88 | 5.38 | -3.28 | 8.34 | 28.41 | 11.04 | -6.13 | 15.19 | 17.46 | -37.63 | 15.67 | 14.69 | 12.25 | 10.77 | 10.31 |
| Sharpe Ratio | NA | 0.94 | 0.40 | 0.62 | 0.10 | NA | NA | … | … | 0.44 | 0.40 | -0.23 | 0.71 | 2.41 | 0.86 | -0.23 | 0.72 | 0.73 | -1.03 | 0.83 | 1.08 | 0.93 | 1.03 | 3.76 |
| Standard Deviation(%) | NA | 9.98 | 12.92 | 12.53 | 20.52 | NA | NA | … | … | 10.06 | 12.87 | 14.45 | 11.73 | 11.75 | 12.95 | 26.83 | 20.90 | 23.79 | 37.42 | 15.25 | 10.61 | 10.83 | 9.51 | 8.69 |
| Draw Down(%) | NA | 6.47 | 16.54 | 16.54 | 51.61 | NA | NA | … | … | 6.47 | 10.89 | 14.14 | 9.35 | 5.87 | 10.85 | 26.38 | 18.66 | 23.38 | 46.53 | 8.02 | 8.51 | 6.45 | 6.26 | 2.84 |
| Yield(%) | 0.00 | 5.32 | 10.70 | 8.93 | 4.02 | 5.09 | 3.82 | … | … | 0.27 | 5.09 | 11.76 | 16.67 | 6.84 | 0.48 | 0.27 | 0.22 | 0.06 | 0.10 | 1.80 | 2.03 | 0.15 | 0.51 | 0.00 |
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 |
|---|---|---|---|---|
| WDVBX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS B) |
-12.39%
Feb 2006 – Feb 2009 |
-3.26%
May 2007 – May 2012 |
3.18%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDVBX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS B) |
19.42%
Sep 2011 – Sep 2014 |
16.77%
Feb 2009 – Feb 2014 |
7.21%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart