Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSCCX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS C) | NA | 13.19% | 8.24% | 12.22% | 10.64% | 10.59% | NA | … | … |
Data as of 02/23/2018, Common starting date is 12/15/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSCCX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS C) | 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 (%) | -5.77 | 13.19 | 8.24 | 12.22 | 10.64 | 10.59 | NA | … | … | -2.13 | 22.58 | 12.39 | -2.81 | 2.09 | 40.98 | 14.21 | -6.29 | 35.29 | 41.80 | -38.23 | 6.76 | 5.27 | 11.46 | 12.26 | 33.48 | -17.33 | -4.80 | 1.94 | 5.92 |
| Sharpe Ratio | NA | 0.82 | 0.46 | 0.69 | 0.46 | NA | NA | … | … | -0.56 | 1.75 | 0.65 | -0.16 | 0.12 | 2.75 | 0.82 | -0.19 | 1.66 | 1.50 | -1.02 | 0.21 | 0.14 | 0.66 | 0.72 | 2.11 | -1.01 | -0.33 | -0.08 | 29.62 |
| Standard Deviation(%) | NA | 15.24 | 17.07 | 16.82 | 23.36 | NA | NA | … | … | 26.06 | 12.56 | 18.62 | 18.00 | 17.11 | 14.91 | 17.45 | 33.19 | 21.17 | 27.73 | 38.42 | 17.93 | 14.33 | 14.01 | 15.79 | 15.54 | 18.21 | 21.99 | 25.01 | 9.11 |
| Draw Down(%) | NA | 8.69 | 25.61 | 25.61 | 48.73 | NA | NA | … | … | 8.69 | 6.01 | 16.52 | 14.70 | 15.00 | 6.68 | 12.22 | 30.09 | 14.00 | 20.58 | 50.72 | 12.06 | 15.74 | 9.22 | 15.42 | 8.50 | 27.06 | 26.17 | 24.97 | 0.08 |
| Yield(%) | 0.00 | 18.28 | 12.39 | 14.01 | 11.20 | 12.22 | 7.60 | … | … | 0.00 | 19.31 | 7.37 | 15.99 | 9.84 | 19.93 | 6.52 | 10.06 | 0.35 | 0.00 | 0.00 | 14.76 | 15.18 | 9.99 | 0.00 | 0.00 | 0.00 | 0.00 | 5.40 | 0.15 |
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 |
|---|---|---|---|---|
| WSCCX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS C) |
-16.65%
Feb 2006 – Feb 2009 |
-5.86%
Feb 2004 – Feb 2009 |
0.83%
Feb 2000 – Feb 2010 |
5.58%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCCX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS C) |
30.73%
Feb 2009 – Feb 2012 |
27.47%
Feb 2009 – Feb 2014 |
10.90%
Jan 2008 – Jan 2018 |
10.87%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart