Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRSBX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS B) | NA | 12.14% | 7.73% | 11.76% | 10.23% | 10.28% | NA | … | … |
Data as of 02/23/2018, Common starting date is 12/15/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRSBX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS B) | 12/15/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.36 | 12.14 | 7.73 | 11.76 | 10.23 | 10.28 | NA | … | … | -2.81 | 22.21 | 12.16 | -3.14 | 1.76 | 40.60 | 13.78 | -6.59 | 34.62 | 41.42 | -38.30 | 6.62 | 5.19 | 11.29 | 12.22 | 33.05 | -17.50 | -5.06 | 1.87 | 5.83 |
| Sharpe Ratio | NA | 0.74 | 0.43 | 0.66 | 0.44 | NA | NA | … | … | -0.69 | 1.72 | 0.64 | -0.18 | 0.10 | 2.72 | 0.79 | -0.20 | 1.62 | 1.48 | -1.02 | 0.20 | 0.13 | 0.65 | 0.71 | 2.09 | -1.03 | -0.34 | -0.09 | 28.52 |
| Standard Deviation(%) | NA | 15.46 | 17.09 | 16.82 | 23.39 | NA | NA | … | … | 26.86 | 12.57 | 18.51 | 17.98 | 17.06 | 14.91 | 17.45 | 33.15 | 21.26 | 27.88 | 38.48 | 17.95 | 14.34 | 13.99 | 15.80 | 15.49 | 18.11 | 21.98 | 24.92 | 9.22 |
| Draw Down(%) | NA | 9.15 | 25.72 | 25.72 | 48.75 | NA | NA | … | … | 9.15 | 6.03 | 16.49 | 14.73 | 15.20 | 6.73 | 12.25 | 30.15 | 14.36 | 20.73 | 50.77 | 12.06 | 15.75 | 9.26 | 15.48 | 8.56 | 27.26 | 26.23 | 25.07 | 0.08 |
| Yield(%) | 0.00 | 19.78 | 13.12 | 14.54 | 11.37 | 12.27 | 7.57 | … | … | 0.00 | 20.87 | 7.91 | 16.90 | 10.31 | 20.56 | 6.74 | 10.32 | 0.00 | 0.00 | 0.00 | 15.00 | 15.37 | 10.10 | 0.00 | 0.00 | 0.00 | 0.00 | 5.40 | 0.15 |
Data as of 02/23/2018, Common starting date is 12/15/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRSBX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS B) |
-16.73%
Feb 2006 – Feb 2009 |
-5.96%
Feb 2004 – Feb 2009 |
0.67%
Feb 2000 – Feb 2010 |
5.33%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRSBX (WADDELL & REED ADVISORS SMALL CAP FUND CLASS B) |
30.22%
Feb 2009 – Feb 2012 |
27.01%
Feb 2009 – Feb 2014 |
10.55%
Jan 2008 – Jan 2018 |
10.60%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart