Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEGCX (WADDELL & REED ADVISORS ENERGY FUND CLASS C) | NA | -18.82% | -9.04% | -2.23% | -3.00% | NA | NA | … | … |
Data as of 10/13/2017, Common starting date is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEGCX (WADDELL & REED ADVISORS ENERGY FUND CLASS C) | 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 (%) | -1.62 | -18.82 | -9.04 | -2.23 | -3.00 | NA | NA | … | … | -22.83 | 33.47 | -23.41 | -11.39 | 26.61 | 0.00 | -10.86 | 21.24 | 38.56 | -47.41 | 51.24 | -2.80 |
| Sharpe Ratio | NA | -0.74 | -0.32 | -0.09 | -0.10 | NA | NA | … | … | -1.18 | 1.00 | -0.88 | -0.54 | 1.58 | 0.00 | -0.31 | 0.79 | 0.98 | -0.82 | 2.12 | -0.32 |
| Standard Deviation(%) | NA | 26.20 | 28.95 | 24.93 | 33.15 | NA | NA | … | … | 24.28 | 33.10 | 26.51 | 21.26 | 16.82 | 21.24 | 34.97 | 26.89 | 39.40 | 58.75 | 22.82 | 22.65 |
| Draw Down(%) | NA | 34.52 | 46.10 | 53.82 | 63.55 | NA | NA | … | … | 34.52 | 18.58 | 33.82 | 31.90 | 8.71 | 24.41 | 36.38 | 20.92 | 27.59 | 63.34 | 12.54 | 20.05 |
| 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 | 1.39 | 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 |
|---|---|---|---|---|
| WEGCX (WADDELL & REED ADVISORS ENERGY FUND CLASS C) |
-18.62%
Aug 2014 – Aug 2017 |
-9.08%
Feb 2011 – Feb 2016 |
-2.48%
Aug 2007 – Aug 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEGCX (WADDELL & REED ADVISORS ENERGY FUND CLASS C) |
23.36%
Feb 2009 – Feb 2012 |
17.19%
Feb 2009 – Feb 2014 |
3.21%
Jan 2007 – Jan 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart