Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WARYX (Waddell & Reed Advisor Retire Shares Y) | NA | -32.69% | -10.29% | -1.31% | NA | NA | NA | … | … |
Data as of 07/28/2009, Common starting date is 11/22/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WARYX (Waddell & Reed Advisor Retire Shares Y) | 11/22/2000 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -32.69 | -10.29 | -1.31 | NA | NA | NA | … | … | 9.80 | -47.84 | 16.24 | 6.55 | 16.34 | 4.75 | 26.22 | -20.18 | -12.41 | -1.51 |
| Sharpe Ratio | NA | -0.67 | -0.36 | -0.12 | NA | NA | NA | … | … | 0.69 | -1.00 | 0.74 | 0.23 | 1.16 | 0.27 | 1.93 | -0.90 | -0.59 | -0.47 |
| Standard Deviation(%) | NA | 49.52 | 33.36 | 27.64 | NA | NA | NA | … | … | 25.61 | 48.64 | 17.96 | 13.96 | 12.23 | 14.02 | 13.24 | 23.60 | 25.41 | 39.12 |
| Draw Down(%) | NA | 51.99 | 59.84 | 59.84 | NA | NA | NA | … | … | 18.61 | 58.54 | 12.24 | 12.15 | 9.12 | 15.19 | 10.19 | 34.09 | 34.48 | 13.77 |
| Yield(%) | 0.00 | 0.47 | 0.63 | 0.65 | 3.00 | 2.00 | 1.50 | … | … | 0.00 | 0.41 | 0.66 | 1.05 | 0.24 | 0.00 | 0.71 | 1.08 | 1.20 | 26.24 |
Data as of 07/28/2009, Common starting date is 11/22/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WARYX (Waddell & Reed Advisor Retire Shares Y) |
-16.64%
Feb 2006 – Feb 2009 |
-6.78%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WARYX (Waddell & Reed Advisor Retire Shares Y) |
19.25%
Sep 2002 – Sep 2005 |
17.13%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart