Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WNCCX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS C) | NA | 13.73% | 4.43% | 9.16% | 8.73% | 10.64% | NA | … | … |
Data as of 02/23/2018, Common starting date is 10/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WNCCX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS C) | 10/04/1999 | 02/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.60 | 13.73 | 4.43 | 9.16 | 8.73 | 10.64 | NA | … | … | -4.12 | 15.82 | 0.15 | -18.71 | -10.64 | 13.99 | 5.90 | -21.26 | 26.50 | 47.59 | -51.18 | 4.32 | 7.83 | 10.66 | 18.12 | 32.42 | -28.53 | -19.24 | -32.52 | 31.15 |
| Sharpe Ratio | NA | -0.83 | -1.56 | -1.30 | -0.86 | NA | NA | … | … | -0.82 | -0.26 | -2.01 | -1.85 | -1.34 | -0.25 | -0.75 | -1.04 | 0.37 | 0.94 | -1.52 | -1.03 | -1.14 | -0.92 | -0.11 | 0.72 | -1.88 | -1.64 | -2.12 | 9.00 |
| Standard Deviation(%) | NA | 17.49 | 18.03 | 18.89 | 26.52 | NA | NA | … | … | 31.81 | 13.09 | 16.82 | 20.18 | 21.79 | 18.03 | 17.11 | 38.18 | 21.25 | 30.73 | 46.27 | 17.23 | 12.75 | 11.32 | 13.63 | 18.22 | 25.75 | 25.03 | 47.66 | 27.74 |
| Draw Down(%) | NA | 12.84 | 35.58 | 45.23 | 60.47 | NA | NA | … | … | 12.84 | 8.83 | 15.84 | 24.83 | 20.34 | 14.11 | 14.30 | 32.35 | 14.35 | 24.77 | 54.00 | 13.73 | 12.68 | 8.43 | 11.42 | 12.65 | 38.61 | 34.25 | 48.83 | 10.66 |
| Yield(%) | 0.00 | 9.18 | 7.67 | 11.13 | 8.86 | 11.84 | 5.58 | … | … | 0.00 | 9.67 | 5.10 | 11.83 | 17.36 | 14.29 | 5.34 | 19.55 | 3.91 | 0.00 | 12.52 | 8.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 17.27 | 0.00 |
Data as of 02/23/2018, Common starting date is 10/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WNCCX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS C) |
-26.02%
Feb 2000 – Feb 2003 |
-9.15%
Feb 2000 – Feb 2005 |
-2.45%
Feb 2000 – Feb 2010 |
3.19%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WNCCX (WADDELL & REED ADVISORS NEW CONCEPTS FUND CLASS C) |
34.82%
Feb 2009 – Feb 2012 |
26.63%
Feb 2009 – Feb 2014 |
11.79%
Mar 2003 – Mar 2013 |
11.22%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart