Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTEAX (WADDELL & REED ADVISORS TAX-MANAGED EQUITY FUND CLASS A) | NA | -16.02% | -0.46% | 6.44% | 3.94% | 7.74% | NA | … | … |
Data as of 10/13/2017, Common starting date is 11/15/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTEAX (WADDELL & REED ADVISORS TAX-MANAGED EQUITY FUND CLASS A) | 11/15/2000 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -30.86 | -16.02 | -0.46 | 6.44 | 3.94 | 7.74 | NA | … | … | -15.27 | -2.09 | 7.86 | 11.86 | 35.61 | 13.85 | -1.93 | 13.94 | 31.40 | -34.93 | 25.32 | 6.70 | 10.28 | 11.70 | 24.96 | -16.42 | -22.12 | -2.85 |
| Sharpe Ratio | NA | -0.36 | -0.02 | 0.15 | 0.05 | NA | NA | … | … | -0.54 | -0.16 | 0.50 | 0.84 | 2.83 | 0.99 | -0.08 | 0.74 | 1.49 | -1.14 | 1.37 | 0.27 | 0.72 | 0.81 | 1.66 | -0.86 | -1.09 | -1.28 |
| Standard Deviation(%) | NA | 46.14 | 36.92 | 42.21 | 71.95 | NA | NA | … | … | 36.14 | 14.64 | 15.65 | 14.17 | 12.57 | 14.02 | 25.92 | 18.65 | 21.00 | 31.30 | 16.35 | 12.45 | 11.20 | 13.36 | 14.63 | 20.40 | 22.86 | 20.07 |
| Draw Down(%) | NA | 30.86 | 30.86 | 30.86 | 44.59 | NA | NA | … | … | 30.86 | 14.61 | 12.50 | 8.59 | 7.48 | 10.98 | 19.97 | 16.99 | 14.32 | 43.07 | 7.85 | 11.16 | 6.99 | 12.95 | 8.37 | 25.43 | 37.40 | 7.99 |
| Yield(%) | 0.00 | 2.47 | 6.17 | 7.28 | 3.94 | 5.46 | 2.58 | … | … | 0.00 | 2.49 | 8.34 | 7.65 | 10.68 | 3.26 | 0.00 | 0.19 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.08 | 0.41 |
Data as of 10/13/2017, Common starting date is 11/15/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTEAX (WADDELL & REED ADVISORS TAX-MANAGED EQUITY FUND CLASS A) |
-7.70%
Feb 2006 – Feb 2009 |
-1.24%
Feb 2004 – Feb 2009 |
2.43%
Jan 2001 – Jan 2011 |
5.11%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTEAX (WADDELL & REED ADVISORS TAX-MANAGED EQUITY FUND CLASS A) |
21.95%
Sep 2011 – Sep 2014 |
20.49%
Feb 2009 – Feb 2014 |
10.64%
Aug 2004 – Aug 2014 |
10.50%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart