Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WVAAX (WADDELL & REED ADVISORS VALUE FUND CLASS A) | NA | 9.11% | 5.28% | 10.21% | 4.85% | 8.10% | NA | 6.33% |
Data as of 10/13/2017, AR inception is 01/09/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVAAX (WADDELL & REED ADVISORS VALUE FUND CLASS A) | 01/09/2001 | 10/13/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.20 | 9.11 | 5.28 | 10.21 | 4.85 | 8.10 | NA | 6.33 | 1.23 | 11.05 | -4.20 | 10.59 | 34.85 | 18.33 | -7.53 | 18.06 | 26.05 | -34.33 | 1.69 | 16.60 | 3.96 | 14.28 | 24.48 | -15.51 | 4.99 |
| Sharpe Ratio | NA | 0.78 | 0.35 | 0.75 | 0.21 | NA | NA | 0.28 | 0.09 | 0.69 | -0.27 | 0.86 | 3.02 | 1.40 | -0.31 | 0.93 | 0.97 | -0.87 | -0.08 | 1.36 | 0.18 | 1.22 | 1.76 | -0.91 | 0.23 |
| Standard Deviation(%) | NA | 11.00 | 14.63 | 13.61 | 21.29 | NA | NA | 18.36 | 10.98 | 15.57 | 15.81 | 12.27 | 11.55 | 13.16 | 24.44 | 19.35 | 26.66 | 40.24 | 16.56 | 9.79 | 10.16 | 10.89 | 13.56 | 18.29 | 12.47 |
| Draw Down(%) | NA | 6.86 | 19.50 | 19.50 | 54.70 | NA | NA | 55.57 | 6.86 | 13.46 | 13.21 | 10.05 | 4.97 | 11.81 | 25.08 | 16.39 | 28.03 | 46.71 | 12.96 | 7.53 | 6.89 | 6.42 | 12.70 | 26.88 | 14.89 |
| Yield(%) | 0.00 | 2.69 | 8.59 | 8.32 | 4.65 | 6.90 | 4.30 | 5.37 | 0.00 | 2.81 | 13.36 | 10.80 | 6.70 | 1.31 | 0.93 | 0.00 | 0.98 | 0.99 | 8.62 | 7.88 | 6.52 | 0.77 | 0.56 | 0.42 | 0.33 |
Data as of 10/13/2017, AR inception is 01/09/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVAAX (WADDELL & REED ADVISORS VALUE FUND CLASS A) |
-14.74%
Feb 2006 - Feb 2009 |
-6.10%
Feb 2004 - Feb 2009 |
2.60%
Sep 2001 - Sep 2011 |
5.28%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVAAX (WADDELL & REED ADVISORS VALUE FUND CLASS A) |
24.72%
Sep 2011 - Sep 2014 |
21.88%
Feb 2009 - Feb 2014 |
8.34%
Aug 2004 - Aug 2014 |
8.60%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart