Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRVBX (WADDELL & REED ADVISORS VANGUARD FUND CLASS B) | NA | 28.14% | 10.84% | 15.86% | 8.05% | 9.52% | NA | … | … |
Data as of 02/23/2018, Common starting date is 08/22/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRVBX (WADDELL & REED ADVISORS VANGUARD FUND CLASS B) | 08/22/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 28.14 | 10.84 | 15.86 | 8.05 | 9.52 | NA | … | … | 0.80 | 27.63 | -0.22 | 5.81 | 10.12 | 33.46 | 8.96 | 1.01 | 12.87 | 24.24 | -40.22 | 26.49 | 1.54 | 13.95 | 4.29 | 28.60 | -21.52 | -25.65 | -16.19 |
| Sharpe Ratio | NA | 1.32 | 0.53 | 0.91 | 0.35 | NA | NA | … | … | 0.15 | 2.85 | -0.03 | 0.33 | 0.66 | 2.51 | 0.62 | 0.04 | 0.63 | 1.07 | -1.13 | 1.35 | -0.13 | 1.03 | 0.24 | 1.56 | -1.02 | -1.11 | -1.46 |
| Standard Deviation(%) | NA | 14.48 | 15.24 | 15.01 | 20.64 | NA | NA | … | … | 29.72 | 9.53 | 14.75 | 17.27 | 15.41 | 13.29 | 14.52 | 27.03 | 20.38 | 22.62 | 36.17 | 17.51 | 13.74 | 11.43 | 13.90 | 17.84 | 22.27 | 25.57 | 29.58 |
| Draw Down(%) | NA | 9.78 | 17.08 | 17.08 | 47.45 | NA | NA | … | … | 9.78 | 3.49 | 13.94 | 12.56 | 9.63 | 8.34 | 11.94 | 19.34 | 16.52 | 19.06 | 48.64 | 8.45 | 12.32 | 8.15 | 16.69 | 9.83 | 27.65 | 40.04 | 22.33 |
| Yield(%) | 6.41 | 17.80 | 11.53 | 15.11 | 7.80 | 9.86 | 3.67 | … | … | 6.75 | 11.06 | 8.74 | 12.64 | 14.06 | 22.74 | 5.57 | 0.00 | 0.62 | 0.00 | 5.82 | 11.89 | 9.30 | 5.50 | 0.00 | 0.00 | 0.00 | 0.16 | 12.34 |
Data as of 02/23/2018, Common starting date is 08/22/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRVBX (WADDELL & REED ADVISORS VANGUARD FUND CLASS B) |
-16.72%
Sep 2000 – Sep 2003 |
-6.38%
Sep 2000 – Sep 2005 |
-2.97%
Sep 2000 – Sep 2010 |
1.85%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRVBX (WADDELL & REED ADVISORS VANGUARD FUND CLASS B) |
20.50%
Feb 2009 – Feb 2012 |
19.30%
Feb 2009 – Feb 2014 |
8.27%
Aug 2004 – Aug 2014 |
9.48%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart