Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEGAX (WADDELL & REED ADVISORS ENERGY FUND CLASS A) | NA | -18.23% | -8.31% | -1.42% | -2.21% | NA | NA | … | … |
Data as of 10/13/2017, Common starting date is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEGAX (WADDELL & REED ADVISORS ENERGY FUND CLASS A) | 04/11/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.82 | -18.23 | -8.31 | -1.42 | -2.21 | NA | NA | … | … | -22.44 | 34.78 | -22.84 | -10.65 | 27.69 | 0.82 | -10.18 | 22.27 | 39.67 | -47.03 | 52.48 | -2.42 |
| Sharpe Ratio | NA | -0.71 | -0.29 | -0.06 | -0.07 | NA | NA | … | … | -1.16 | 1.04 | -0.86 | -0.50 | 1.64 | 0.04 | -0.29 | 0.83 | 1.01 | -0.82 | 2.18 | -0.30 |
| Standard Deviation(%) | NA | 26.26 | 28.97 | 24.93 | 33.14 | NA | NA | … | … | 24.34 | 33.10 | 26.55 | 21.24 | 16.81 | 21.27 | 35.06 | 26.87 | 39.37 | 58.65 | 22.78 | 22.62 |
| Draw Down(%) | NA | 34.11 | 45.52 | 53.21 | 63.36 | NA | NA | … | … | 34.11 | 18.48 | 33.46 | 31.62 | 8.61 | 24.13 | 36.12 | 20.92 | 27.48 | 63.23 | 12.49 | 19.86 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.14 | 0.10 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.40 | 0.00 | 0.00 |
Data as of 10/13/2017, Common starting date is 04/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEGAX (WADDELL & REED ADVISORS ENERGY FUND CLASS A) |
-17.91%
Aug 2014 – Aug 2017 |
-8.31%
Feb 2011 – Feb 2016 |
-1.68%
Aug 2007 – Aug 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEGAX (WADDELL & REED ADVISORS ENERGY FUND CLASS A) |
24.35%
Feb 2009 – Feb 2012 |
18.16%
Feb 2009 – Feb 2014 |
4.05%
Jan 2007 – Jan 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart