Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEGBX (WADDELL & REED ADVISORS ENERGY FUND CLASS B) | NA | -19.28% | -9.56% | -2.71% | -3.39% | NA | NA | … | … |
Data as of 10/13/2017, Common starting date is 04/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEGBX (WADDELL & REED ADVISORS ENERGY FUND CLASS B) | 04/26/2006 | 10/13/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | -19.28 | -9.56 | -2.71 | -3.39 | NA | NA | … | … | -23.19 | 32.75 | -23.90 | -11.76 | 26.16 | -0.44 | -11.18 | 20.94 | 37.95 | -47.53 | 50.90 | -7.39 |
| Sharpe Ratio | NA | -0.75 | -0.34 | -0.11 | -0.11 | NA | NA | … | … | -1.20 | 0.98 | -0.90 | -0.55 | 1.55 | -0.02 | -0.32 | 0.78 | 0.96 | -0.82 | 2.11 | -0.62 |
| Standard Deviation(%) | NA | 26.22 | 29.00 | 24.96 | 33.15 | NA | NA | … | … | 24.26 | 33.15 | 26.61 | 21.30 | 16.86 | 21.25 | 35.07 | 26.88 | 39.31 | 58.73 | 22.77 | 22.60 |
| Draw Down(%) | NA | 34.82 | 46.46 | 54.22 | 63.61 | NA | NA | … | … | 34.82 | 18.63 | 34.12 | 32.03 | 8.76 | 24.56 | 36.48 | 21.00 | 27.58 | 63.34 | 12.52 | 20.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.13 | 0.10 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.40 | 0.00 | 0.00 |
Data as of 10/13/2017, Common starting date is 04/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEGBX (WADDELL & REED ADVISORS ENERGY FUND CLASS B) |
-19.15%
Aug 2014 – Aug 2017 |
-9.46%
Feb 2011 – Feb 2016 |
-2.90%
Aug 2007 – Aug 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEGBX (WADDELL & REED ADVISORS ENERGY FUND CLASS B) |
22.95%
Feb 2009 – Feb 2012 |
16.77%
Feb 2009 – Feb 2014 |
2.80%
Jan 2007 – Jan 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart