Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WVABX (WADDELL & REED ADVISORS VALUE FUND CLASS B) | NA | 8.33% | 4.17% | 9.01% | 3.71% | 6.97% | NA | … | … |
Data as of 10/13/2017, Common starting date is 01/09/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVABX (WADDELL & REED ADVISORS VALUE FUND CLASS B) | 01/09/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.70 | 8.33 | 4.17 | 9.01 | 3.71 | 6.97 | NA | … | … | 0.73 | 9.66 | -5.31 | 9.31 | 33.25 | 16.91 | -8.58 | 16.75 | 24.86 | -35.03 | 0.80 | 15.51 | 3.05 | 13.11 | 23.30 | -16.40 | 4.07 |
| Sharpe Ratio | NA | 0.73 | 0.27 | 0.67 | 0.16 | NA | NA | … | … | 0.03 | 0.61 | -0.34 | 0.76 | 2.87 | 1.29 | -0.35 | 0.86 | 0.93 | -0.89 | -0.13 | 1.25 | 0.09 | 1.11 | 1.67 | -0.96 | 0.15 |
| Standard Deviation(%) | NA | 10.77 | 14.56 | 13.56 | 21.26 | NA | NA | … | … | 10.72 | 15.56 | 15.83 | 12.23 | 11.57 | 13.19 | 24.38 | 19.48 | 26.60 | 40.17 | 16.55 | 9.78 | 10.11 | 10.91 | 13.53 | 18.23 | 12.49 |
| Draw Down(%) | NA | 6.66 | 20.08 | 20.08 | 55.30 | NA | NA | … | … | 6.66 | 13.53 | 13.51 | 10.10 | 5.08 | 12.02 | 25.62 | 16.56 | 28.14 | 47.19 | 13.28 | 7.56 | 7.04 | 6.80 | 12.85 | 27.29 | 15.14 |
| Yield(%) | 0.00 | 1.72 | 8.03 | 7.53 | 3.99 | 5.77 | 3.54 | … | … | 0.00 | 1.78 | 12.99 | 10.19 | 6.19 | 0.14 | 0.15 | 0.00 | 0.05 | 0.25 | 7.90 | 7.28 | 5.64 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/13/2017, Common starting date is 01/09/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVABX (WADDELL & REED ADVISORS VALUE FUND CLASS B) |
-15.56%
Feb 2006 – Feb 2009 |
-6.99%
Feb 2004 – Feb 2009 |
1.57%
Sep 2001 – Sep 2011 |
4.18%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVABX (WADDELL & REED ADVISORS VALUE FUND CLASS B) |
23.26%
Sep 2011 – Sep 2014 |
20.51%
Feb 2009 – Feb 2014 |
7.22%
Aug 2004 – Aug 2014 |
7.43%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart