Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDVCX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS C) | NA | 10.39% | 5.81% | 8.10% | 2.69% | NA | NA | … | … |
Data as of 10/13/2017, Common starting date is 08/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDVCX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS C) | 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 | 10.39 | 5.81 | 8.10 | 2.69 | NA | NA | … | … | 4.13 | 5.82 | -3.02 | 8.63 | 28.82 | 11.40 | -5.96 | 15.40 | 17.64 | -37.58 | 15.77 | 14.71 | 12.35 | 10.80 | 10.31 |
| Sharpe Ratio | NA | 0.99 | 0.43 | 0.65 | 0.12 | NA | NA | … | … | 0.47 | 0.44 | -0.21 | 0.73 | 2.44 | 0.88 | -0.22 | 0.73 | 0.74 | -1.03 | 0.84 | 1.08 | 0.94 | 1.04 | 3.74 |
| Standard Deviation(%) | NA | 10.02 | 12.91 | 12.54 | 20.52 | NA | NA | … | … | 10.12 | 12.84 | 14.44 | 11.73 | 11.78 | 12.97 | 26.87 | 20.90 | 23.79 | 37.39 | 15.26 | 10.61 | 10.79 | 9.47 | 8.75 |
| Draw Down(%) | NA | 6.51 | 16.25 | 16.25 | 51.50 | NA | NA | … | … | 6.51 | 10.84 | 13.98 | 9.26 | 5.85 | 10.76 | 26.38 | 18.68 | 23.27 | 46.50 | 8.01 | 8.51 | 6.37 | 6.26 | 2.84 |
| Yield(%) | 0.00 | 5.67 | 10.85 | 9.11 | 4.15 | 5.27 | 3.95 | … | … | 0.49 | 5.46 | 11.68 | 16.75 | 6.96 | 0.78 | 0.36 | 0.43 | 0.15 | 0.13 | 1.84 | 2.13 | 0.18 | 0.55 | 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 |
|---|---|---|---|---|
| WDVCX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS C) |
-12.33%
Feb 2006 – Feb 2009 |
-3.11%
May 2007 – May 2012 |
3.42%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDVCX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS C) |
19.74%
Sep 2011 – Sep 2014 |
17.05%
Feb 2009 – Feb 2014 |
7.37%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart