Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WVACX (WADDELL & REED ADVISORS VALUE FUND CLASS C) | NA | 8.61% | 4.50% | 9.35% | 3.95% | 7.19% | NA | … | … |
Data as of 10/13/2017, Common starting date is 01/09/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVACX (WADDELL & REED ADVISORS VALUE FUND CLASS C) | 01/09/2001 | 10/13/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.77 | 8.61 | 4.50 | 9.35 | 3.95 | 7.19 | NA | … | … | 0.93 | 10.11 | -4.99 | 9.63 | 33.60 | 17.21 | -8.31 | 16.93 | 24.86 | -34.95 | 0.73 | 15.59 | 3.41 | 13.23 | 23.44 | -16.28 | 4.27 |
| Sharpe Ratio | NA | 0.75 | 0.29 | 0.69 | 0.17 | NA | NA | … | … | 0.06 | 0.63 | -0.32 | 0.79 | 2.91 | 1.32 | -0.34 | 0.87 | 0.93 | -0.89 | -0.14 | 1.26 | 0.12 | 1.13 | 1.68 | -0.95 | 0.17 |
| Standard Deviation(%) | NA | 10.77 | 14.55 | 13.55 | 21.28 | NA | NA | … | … | 10.69 | 15.58 | 15.80 | 12.21 | 11.55 | 13.14 | 24.47 | 19.43 | 26.65 | 40.26 | 16.57 | 9.80 | 10.19 | 10.87 | 13.52 | 18.36 | 12.52 |
| Draw Down(%) | NA | 6.65 | 19.93 | 19.93 | 55.29 | NA | NA | … | … | 6.65 | 13.52 | 13.41 | 10.06 | 5.02 | 11.89 | 25.56 | 16.52 | 28.09 | 47.21 | 13.33 | 7.52 | 6.79 | 6.69 | 12.81 | 27.24 | 15.12 |
| Yield(%) | 0.00 | 1.99 | 8.17 | 7.71 | 4.10 | 5.94 | 3.65 | … | … | 0.00 | 2.06 | 13.08 | 10.31 | 6.26 | 0.33 | 0.25 | 0.00 | 0.11 | 0.26 | 7.86 | 7.24 | 5.97 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/13/2017, Common starting date is 01/09/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVACX (WADDELL & REED ADVISORS VALUE FUND CLASS C) |
-15.52%
Feb 2006 – Feb 2009 |
-6.89%
Feb 2004 – Feb 2009 |
1.70%
Sep 2001 – Sep 2011 |
4.37%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVACX (WADDELL & REED ADVISORS VALUE FUND CLASS C) |
23.63%
Sep 2011 – Sep 2014 |
20.76%
Feb 2009 – Feb 2014 |
7.40%
Aug 2004 – Aug 2014 |
7.65%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart