Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAVYX (WADDELL & REED ADVISORS VANGUARD FUND CLASS Y) | NA | 29.86% | 12.42% | 17.54% | 9.65% | 11.14% | 8.07% | … | … |
Data as of 02/23/2018, Common starting date is 12/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAVYX (WADDELL & REED ADVISORS VANGUARD 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 (%) | 1.53 | 29.86 | 12.42 | 17.54 | 9.65 | 11.14 | 8.07 | … | … | 3.45 | 29.33 | 1.39 | 7.17 | 11.77 | 35.44 | 10.93 | 2.51 | 13.98 | 26.38 | -39.32 | 28.17 | 3.06 | 15.63 | 5.86 | 30.70 | -20.10 | -24.44 | -0.82 | 33.98 | 29.79 | -4.22 | -8.71 | -3.82 |
| Sharpe Ratio | NA | 1.75 | 0.70 | 1.08 | 0.44 | NA | NA | … | … | 0.95 | 3.02 | 0.08 | 0.41 | 0.76 | 2.70 | 0.76 | 0.09 | 0.68 | 1.16 | -1.10 | 1.44 | -0.02 | 1.17 | 0.35 | 1.68 | -0.95 | -1.06 | -0.14 | 1.27 | 1.19 | -0.28 | -0.55 | -1.39 |
| Standard Deviation(%) | NA | 13.51 | 14.96 | 14.79 | 20.59 | NA | NA | … | … | 26.35 | 9.54 | 14.78 | 17.27 | 15.38 | 13.11 | 14.49 | 26.99 | 20.32 | 22.72 | 36.35 | 17.58 | 13.68 | 11.48 | 13.97 | 17.84 | 22.34 | 25.60 | 33.80 | 24.24 | 22.19 | 27.98 | 22.04 | 50.10 |
| Draw Down(%) | NA | 9.74 | 16.36 | 16.36 | 46.78 | NA | NA | … | … | 9.74 | 3.51 | 13.65 | 12.38 | 9.49 | 8.12 | 11.68 | 19.02 | 16.79 | 18.64 | 47.98 | 8.38 | 11.62 | 7.84 | 15.98 | 9.45 | 27.03 | 39.40 | 25.05 | 13.71 | 24.75 | 27.09 | 18.99 | 7.99 |
| Yield(%) | 4.21 | 12.10 | 8.66 | 12.57 | 7.14 | 9.86 | 7.30 | … | … | 4.44 | 7.49 | 6.35 | 9.61 | 11.27 | 18.76 | 4.88 | 0.00 | 0.21 | 0.87 | 5.55 | 11.37 | 8.41 | 5.07 | 0.53 | 0.00 | 0.00 | 0.16 | 14.25 | 0.00 | 0.41 | 1.03 | 0.81 | 0.32 |
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 |
|---|---|---|---|---|
| WAVYX (WADDELL & REED ADVISORS VANGUARD FUND CLASS Y) |
-20.06%
Mar 2000 – Mar 2003 |
-7.41%
Apr 2000 – Apr 2005 |
-2.92%
Aug 2000 – Aug 2010 |
2.55%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAVYX (WADDELL & REED ADVISORS VANGUARD FUND CLASS Y) |
24.98%
Mar 1997 – Mar 2000 |
21.09%
Feb 2009 – Feb 2014 |
9.88%
Aug 2004 – Aug 2014 |
11.11%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart