Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNSAX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS A) | NA | 15.75% | 9.68% | 13.49% | 11.69% | 11.60% | NA | … | … |
Data as of 02/23/2018, Common starting date is 10/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNSAX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS A) | 10/04/1999 | 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 (%) | -4.54 | 15.75 | 9.68 | 13.49 | 11.69 | 11.60 | NA | … | … | -0.73 | 7.77 | 7.89 | -14.82 | -5.66 | 22.79 | 9.18 | -14.80 | 35.94 | 42.96 | -38.05 | -6.27 | -8.42 | 3.10 | 13.26 | 34.52 | -16.70 | -4.03 | -3.25 | 23.20 |
| Sharpe Ratio | NA | -0.90 | -1.24 | -1.01 | -0.64 | NA | NA | … | … | -0.25 | -0.60 | -1.38 | -1.49 | -1.27 | 0.20 | -0.51 | -0.94 | 0.82 | 0.88 | -1.49 | -1.24 | -1.54 | -1.07 | -0.40 | 0.98 | -2.00 | -1.17 | -2.75 | 16.30 |
| Standard Deviation(%) | NA | 20.61 | 20.46 | 20.39 | 25.15 | NA | NA | … | … | 23.69 | 19.22 | 18.96 | 22.36 | 19.00 | 20.97 | 18.53 | 35.49 | 21.19 | 27.72 | 38.46 | 22.84 | 20.04 | 16.77 | 15.70 | 15.57 | 18.21 | 22.00 | 26.12 | 11.17 |
| Draw Down(%) | NA | 15.02 | 34.99 | 40.32 | 48.51 | NA | NA | … | … | 8.24 | 15.02 | 16.41 | 23.06 | 14.60 | 16.44 | 12.05 | 29.98 | 14.15 | 20.51 | 50.35 | 23.36 | 17.34 | 10.63 | 15.07 | 8.33 | 26.67 | 25.82 | 28.92 | 2.28 |
| Yield(%) | 0.00 | 14.60 | 10.37 | 12.39 | 10.45 | 12.11 | 8.98 | … | … | 0.00 | 15.44 | 5.84 | 13.20 | 8.35 | 17.78 | 5.78 | 9.11 | 0.00 | 0.00 | 0.33 | 14.22 | 14.47 | 9.64 | 0.00 | 0.00 | 0.00 | 0.07 | 6.06 | 0.00 |
Data as of 02/23/2018, Common starting date is 10/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNSAX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS A) |
-15.95%
Feb 2006 – Feb 2009 |
-5.08%
Feb 2004 – Feb 2009 |
1.68%
Feb 2000 – Feb 2010 |
6.43%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNSAX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS A) |
31.69%
Feb 2009 – Feb 2012 |
28.45%
Feb 2009 – Feb 2014 |
11.79%
Jan 2008 – Jan 2018 |
11.78%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart