Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRSYX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS Y) | NA | 16.91% | 10.30% | 14.06% | 12.32% | 12.22% | NA | … | … |
Data as of 02/23/2018, Common starting date is 12/15/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRSYX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS Y) | 12/15/1999 | 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 (%) | -3.86 | 16.91 | 10.30 | 14.06 | 12.32 | 12.22 | NA | … | … | 0.05 | 24.06 | 13.80 | -1.66 | 3.29 | 42.72 | 15.77 | -5.11 | 37.24 | 43.88 | -37.33 | 8.26 | 6.65 | 12.97 | 13.87 | 35.35 | -16.17 | -3.45 | 3.33 | 6.00 |
| Sharpe Ratio | NA | 1.12 | 0.59 | 0.80 | 0.53 | NA | NA | … | … | -0.03 | 1.88 | 0.73 | -0.09 | 0.19 | 2.87 | 0.91 | -0.16 | 1.75 | 1.58 | -0.99 | 0.29 | 0.23 | 0.77 | 0.82 | 2.23 | -0.95 | -0.27 | -0.03 | 29.45 |
| Standard Deviation(%) | NA | 14.40 | 16.80 | 16.65 | 23.31 | NA | NA | … | … | 22.78 | 12.51 | 18.55 | 17.97 | 17.09 | 14.89 | 17.46 | 33.14 | 21.21 | 27.72 | 38.48 | 17.94 | 14.35 | 14.04 | 15.81 | 15.53 | 18.22 | 22.00 | 24.87 | 9.39 |
| Draw Down(%) | NA | 8.27 | 25.05 | 25.05 | 48.37 | NA | NA | … | … | 8.27 | 5.93 | 16.38 | 14.43 | 14.41 | 6.60 | 11.95 | 29.87 | 13.83 | 20.40 | 50.15 | 11.87 | 15.45 | 8.97 | 14.80 | 8.28 | 26.32 | 25.56 | 24.18 | 0.08 |
| Yield(%) | 0.00 | 13.21 | 9.48 | 11.62 | 10.20 | 12.22 | 7.88 | … | … | 0.00 | 13.97 | 5.16 | 11.90 | 7.81 | 16.66 | 5.39 | 8.58 | 0.34 | 0.00 | 0.32 | 14.23 | 14.11 | 9.47 | 0.00 | 0.00 | 0.00 | 0.58 | 6.53 | 0.41 |
Data as of 02/23/2018, Common starting date is 12/15/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRSYX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS Y) |
-15.46%
Feb 2006 – Feb 2009 |
-4.54%
Feb 2004 – Feb 2009 |
2.26%
Feb 2000 – Feb 2010 |
7.01%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRSYX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS Y) |
32.50%
Feb 2009 – Feb 2012 |
29.16%
Feb 2009 – Feb 2014 |
12.33%
Jan 2008 – Jan 2018 |
12.34%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart