Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WVAYX (WADDELL & REED ADVISORS VALUE FUND CLASS Y) | NA | 6.21% | 4.58% | 9.94% | 4.97% | 8.35% | NA | … | … |
Data as of 10/13/2017, Common starting date is 01/08/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVAYX (WADDELL & REED ADVISORS VALUE FUND CLASS Y) | 01/08/2001 | 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 (%) | -8.96 | 6.21 | 4.58 | 9.94 | 4.97 | 8.35 | NA | … | … | -1.52 | 11.34 | -3.76 | 10.97 | 35.27 | 18.98 | -7.16 | 18.55 | 26.99 | -34.09 | 2.03 | 17.21 | 4.37 | 14.69 | 25.26 | -15.21 | 5.58 |
| Sharpe Ratio | NA | 0.50 | 0.30 | 0.73 | 0.22 | NA | NA | … | … | -0.22 | 0.71 | -0.24 | 0.90 | 3.06 | 1.45 | -0.29 | 0.95 | 1.01 | -0.87 | -0.06 | 1.43 | 0.22 | 1.26 | 1.82 | -0.89 | 0.28 |
| Standard Deviation(%) | NA | 11.50 | 14.76 | 13.68 | 21.32 | NA | NA | … | … | 11.55 | 15.62 | 15.79 | 12.20 | 11.51 | 13.15 | 24.41 | 19.39 | 26.73 | 40.23 | 16.51 | 9.81 | 10.15 | 10.87 | 13.50 | 18.24 | 12.47 |
| Draw Down(%) | NA | 9.47 | 19.33 | 19.33 | 54.39 | NA | NA | … | … | 9.47 | 13.48 | 13.14 | 9.95 | 4.95 | 11.77 | 24.94 | 16.29 | 27.94 | 46.47 | 12.81 | 7.44 | 6.81 | 6.25 | 12.68 | 26.68 | 14.79 |
| Yield(%) | 0.00 | 3.00 | 8.84 | 8.69 | 4.97 | 7.48 | 4.70 | … | … | 0.00 | 3.14 | 13.64 | 11.12 | 7.11 | 1.80 | 1.54 | 0.00 | 1.58 | 1.41 | 9.03 | 8.35 | 6.96 | 1.27 | 1.18 | 0.81 | 0.71 |
Data as of 10/13/2017, Common starting date is 01/08/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVAYX (WADDELL & REED ADVISORS VALUE FUND CLASS Y) |
-14.38%
Feb 2006 – Feb 2009 |
-5.71%
Feb 2004 – Feb 2009 |
3.07%
Sep 2001 – Sep 2011 |
5.74%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVAYX (WADDELL & REED ADVISORS VALUE FUND CLASS Y) |
25.23%
Sep 2011 – Sep 2014 |
22.46%
Feb 2009 – Feb 2014 |
8.82%
Aug 2004 – Aug 2014 |
9.07%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart