Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDVYX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS Y) | NA | 4.55% | 4.71% | 7.95% | 3.28% | NA | NA | … | … |
Data as of 10/13/2017, Common starting date is 08/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDVYX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS Y) | 08/27/2003 | 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 (%) | -12.21 | 4.55 | 4.71 | 7.95 | 3.28 | NA | NA | … | … | -1.63 | 7.05 | -1.91 | 9.97 | 30.36 | 12.81 | -4.77 | 17.04 | 19.15 | -36.77 | 17.10 | 16.16 | 13.76 | 12.22 | 11.36 |
| Sharpe Ratio | NA | 0.33 | 0.33 | 0.61 | 0.14 | NA | NA | … | … | -0.21 | 0.53 | -0.13 | 0.85 | 2.57 | 1.00 | -0.18 | 0.81 | 0.80 | -1.00 | 0.93 | 1.22 | 1.07 | 1.19 | 4.16 |
| Standard Deviation(%) | NA | 12.34 | 13.60 | 13.02 | 20.67 | NA | NA | … | … | 12.63 | 12.83 | 14.45 | 11.74 | 11.81 | 12.91 | 26.89 | 20.89 | 23.75 | 37.40 | 15.28 | 10.63 | 10.82 | 9.51 | 8.64 |
| Draw Down(%) | NA | 12.42 | 15.35 | 15.35 | 50.65 | NA | NA | … | … | 12.42 | 10.70 | 13.43 | 8.98 | 5.71 | 10.52 | 25.94 | 18.44 | 23.11 | 45.93 | 7.92 | 8.40 | 6.24 | 5.76 | 2.83 |
| Yield(%) | 0.00 | 6.74 | 11.71 | 10.21 | 5.08 | 6.88 | 5.16 | … | … | 1.27 | 6.59 | 12.50 | 17.76 | 8.03 | 2.18 | 1.37 | 1.73 | 1.46 | 0.81 | 3.14 | 3.41 | 1.48 | 1.63 | 0.48 |
Data as of 10/13/2017, Common starting date is 08/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDVYX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS Y) |
-11.25%
Feb 2006 – Feb 2009 |
-1.90%
Feb 2004 – Feb 2009 |
4.71%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDVYX (WADDELL & REED ADVISORS DIVIDEND OPPORTUNITIES FUND CLASS Y) |
21.23%
Sep 2011 – Sep 2014 |
18.57%
Feb 2009 – Feb 2014 |
8.72%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart