Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEGYX (WADDELL & REED ADVISORS ENERGY FUND CLASS Y) | NA | -21.00% | -9.04% | -1.71% | -2.03% | NA | NA | … | … |
Data as of 10/13/2017, Common starting date is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEGYX (WADDELL & REED ADVISORS ENERGY FUND CLASS Y) | 04/11/2006 | 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 (%) | -5.53 | -21.00 | -9.04 | -1.71 | -2.03 | NA | NA | … | … | -25.08 | 35.34 | -22.47 | -10.21 | 28.33 | 1.44 | -9.69 | 23.35 | 40.62 | -46.72 | 53.25 | -2.12 |
| Sharpe Ratio | NA | -0.81 | -0.32 | -0.07 | -0.07 | NA | NA | … | … | -1.27 | 1.05 | -0.85 | -0.48 | 1.68 | 0.07 | -0.28 | 0.87 | 1.03 | -0.81 | 2.21 | -0.28 |
| Standard Deviation(%) | NA | 26.54 | 29.08 | 25.02 | 33.18 | NA | NA | … | … | 24.67 | 33.17 | 26.51 | 21.30 | 16.81 | 21.24 | 35.04 | 26.86 | 39.34 | 58.77 | 22.88 | 22.63 |
| Draw Down(%) | NA | 33.94 | 45.26 | 52.91 | 63.16 | NA | NA | … | … | 33.94 | 18.53 | 33.25 | 31.53 | 8.61 | 24.06 | 35.97 | 20.57 | 27.37 | 63.14 | 12.48 | 19.66 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.21 | 0.15 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.34 | 0.00 | 1.78 | 0.00 | 0.00 |
Data as of 10/13/2017, Common starting date is 04/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEGYX (WADDELL & REED ADVISORS ENERGY FUND CLASS Y) |
-17.53%
Aug 2014 – Aug 2017 |
-7.85%
Feb 2011 – Feb 2016 |
-1.12%
Aug 2007 – Aug 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEGYX (WADDELL & REED ADVISORS ENERGY FUND CLASS Y) |
25.23%
Feb 2009 – Feb 2012 |
18.91%
Feb 2009 – Feb 2014 |
4.64%
Jan 2007 – Jan 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart