Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAVCX (WADDELL & REED ADVISORS VANGUARD FUND CLASS C) | NA | 28.36% | 11.04% | 16.07% | 8.18% | 9.63% | NA | … | … |
Data as of 02/23/2018, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAVCX (WADDELL & REED ADVISORS VANGUARD FUND CLASS C) | 11/24/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | 28.36 | 11.04 | 16.07 | 8.18 | 9.63 | NA | … | … | 1.16 | 27.81 | 0.07 | 5.94 | 10.28 | 33.76 | 9.30 | 1.15 | 12.26 | 24.25 | -40.18 | 26.61 | 1.65 | 14.04 | 4.55 | 28.60 | -21.42 | -25.74 | -0.10 |
| Sharpe Ratio | NA | 1.35 | 0.55 | 0.94 | 0.36 | NA | NA | … | … | 0.24 | 2.84 | -0.01 | 0.34 | 0.67 | 2.55 | 0.65 | 0.04 | 0.59 | 1.06 | -1.13 | 1.35 | -0.12 | 1.04 | 0.26 | 1.56 | -1.01 | -1.11 | -0.15 |
| Standard Deviation(%) | NA | 14.52 | 15.21 | 14.94 | 20.65 | NA | NA | … | … | 29.66 | 9.61 | 14.67 | 17.22 | 15.28 | 13.24 | 14.44 | 27.02 | 20.55 | 22.70 | 36.24 | 17.58 | 13.62 | 11.40 | 14.08 | 17.87 | 22.24 | 25.62 | 34.81 |
| Draw Down(%) | NA | 9.78 | 17.02 | 17.02 | 47.41 | NA | NA | … | … | 9.78 | 3.51 | 13.85 | 12.50 | 9.57 | 8.34 | 11.92 | 19.29 | 17.01 | 18.95 | 48.65 | 8.41 | 12.18 | 8.00 | 16.54 | 9.83 | 27.65 | 40.04 | 11.49 |
| Yield(%) | 6.17 | 17.22 | 11.26 | 14.93 | 7.74 | 9.84 | 4.37 | … | … | 6.50 | 10.72 | 8.50 | 12.36 | 13.90 | 22.53 | 5.51 | 0.00 | 0.00 | 0.00 | 5.79 | 11.85 | 9.27 | 5.48 | 0.00 | 0.00 | 0.00 | 0.16 | 14.71 |
Data as of 02/23/2018, Common starting date is 11/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAVCX (WADDELL & REED ADVISORS VANGUARD FUND CLASS C) |
-13.09%
Feb 2006 – Feb 2009 |
-4.48%
Feb 2004 – Feb 2009 |
-0.60%
Jan 2001 – Jan 2011 |
2.77%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAVCX (WADDELL & REED ADVISORS VANGUARD FUND CLASS C) |
20.45%
Feb 2009 – Feb 2012 |
19.37%
Feb 2009 – Feb 2014 |
8.36%
Aug 2004 – Aug 2014 |
9.59%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart