Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAIYX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS Y) | NA | 25.10% | 8.38% | 10.20% | 5.74% | 9.83% | 5.02% | … | … |
Data as of 02/23/2018, Common starting date is 12/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAIYX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS Y) | 12/15/1995 | 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 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 25.10 | 8.38 | 10.20 | 5.74 | 9.83 | 5.02 | … | … | 5.88 | 26.13 | -2.85 | 3.96 | 1.10 | 19.89 | 18.82 | -7.26 | 15.80 | 28.79 | -40.46 | 22.80 | 22.53 | 16.88 | 12.74 | 22.35 | -18.24 | -22.04 | -24.72 | 41.12 | 8.96 | -1.74 | 15.31 | -3.89 |
| Sharpe Ratio | NA | 2.13 | 0.58 | 0.75 | 0.28 | NA | NA | … | … | 2.16 | 3.05 | -0.20 | 0.26 | 0.09 | 1.71 | 1.23 | -0.28 | 0.80 | 1.13 | -1.13 | 1.04 | 1.28 | 1.41 | 0.88 | 1.63 | -1.18 | -1.88 | -1.38 | 2.03 | 0.26 | -0.24 | 1.38 | -1.69 |
| Standard Deviation(%) | NA | 11.46 | 13.86 | 13.03 | 20.06 | NA | NA | … | … | 21.57 | 8.40 | 15.15 | 15.21 | 11.71 | 11.59 | 15.40 | 25.64 | 19.62 | 25.48 | 36.43 | 19.07 | 15.11 | 10.42 | 13.41 | 13.29 | 16.38 | 13.17 | 20.79 | 18.62 | 21.40 | 22.20 | 8.46 | 41.70 |
| Draw Down(%) | NA | 9.38 | 18.49 | 18.49 | 51.15 | NA | NA | … | … | 9.38 | 3.11 | 14.59 | 13.11 | 13.23 | 9.87 | 14.40 | 24.37 | 16.20 | 21.91 | 50.70 | 12.64 | 17.16 | 7.31 | 11.76 | 13.98 | 25.69 | 29.54 | 34.78 | 10.95 | 29.66 | 22.40 | 5.18 | 7.86 |
| Yield(%) | 0.00 | 10.46 | 5.08 | 5.08 | 3.15 | 5.26 | 3.27 | … | … | 0.00 | 11.09 | 0.00 | 5.48 | 4.28 | 2.11 | 0.85 | 1.94 | 1.59 | 1.84 | 1.07 | 0.99 | 0.78 | 1.56 | 1.16 | 2.99 | 0.00 | 0.96 | 17.28 | 0.74 | 1.13 | 0.88 | 1.26 | 0.51 |
Data as of 02/23/2018, Common starting date is 12/15/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAIYX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS Y) |
-25.04%
Feb 2000 – Feb 2003 |
-10.71%
Mar 1998 – Mar 2003 |
-2.29%
Feb 2000 – Feb 2010 |
1.69%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAIYX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS Y) |
26.74%
Oct 2004 – Oct 2007 |
20.66%
Oct 2002 – Oct 2007 |
10.19%
Mar 2003 – Mar 2013 |
10.04%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart