Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNCGX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS A) | NA | 24.71% | 8.03% | 9.81% | 5.27% | 9.34% | 5.97% | … | … |
Data as of 02/23/2018, Common starting date is 02/07/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNCGX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS A) | 02/07/1980 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 24.71 | 8.03 | 9.81 | 5.27 | 9.34 | 5.97 | … | … | 5.77 | 25.84 | -3.21 | 3.62 | 0.73 | 19.44 | 18.25 | -7.67 | 14.84 | 28.06 | -40.73 | 22.38 | 22.02 | 16.33 | 12.33 | 23.84 | -16.68 | -22.35 | -24.94 | 57.03 | 21.42 | 17.31 | 18.23 | 0.62 | -8.42 | 38.54 | -1.80 | 18.60 | -13.71 | 9.20 | 5.67 | -11.98 | 4.84 | 34.39 | -14.60 | 28.29 | 23.74 | 10.25 | 24.26 |
| Sharpe Ratio | NA | 2.09 | 0.55 | 0.71 | 0.26 | NA | NA | … | … | 2.09 | 3.02 | -0.22 | 0.24 | 0.06 | 1.67 | 1.19 | -0.30 | 0.75 | 1.10 | -1.14 | 1.02 | 1.24 | 1.35 | 0.85 | 1.75 | -1.07 | -1.90 | -1.39 | 3.35 | 0.97 | 1.04 | 1.90 | -0.23 | -0.69 | 3.23 | -0.39 | 0.98 | -1.38 | 0.29 | 0.10 | -0.47 | 0.03 | 2.90 | -1.36 | 2.00 | 1.07 | 0.02 | 1.05 |
| Standard Deviation(%) | NA | 11.49 | 13.89 | 13.07 | 20.08 | NA | NA | … | … | 21.77 | 8.38 | 15.20 | 15.24 | 11.74 | 11.61 | 15.40 | 25.76 | 19.75 | 25.36 | 36.39 | 19.07 | 15.14 | 10.47 | 13.42 | 13.21 | 16.66 | 13.20 | 20.83 | 16.06 | 18.67 | 13.23 | 7.69 | 13.88 | 16.37 | 11.23 | 10.59 | 15.02 | 13.69 | 12.22 | 10.24 | 33.90 | 23.88 | 10.08 | 15.63 | 11.07 | 15.08 | 12.82 | 18.43 |
| Draw Down(%) | NA | 9.39 | 18.76 | 18.76 | 51.36 | NA | NA | … | … | 9.39 | 3.21 | 14.66 | 13.29 | 13.31 | 9.96 | 14.51 | 24.58 | 16.59 | 22.03 | 50.88 | 12.75 | 17.29 | 7.32 | 11.93 | 13.02 | 24.79 | 29.72 | 34.93 | 9.56 | 29.68 | 10.92 | 4.57 | 16.18 | 20.39 | 4.81 | 14.16 | 9.44 | 20.93 | 9.29 | 9.38 | 37.87 | 19.86 | 6.67 | 21.05 | 3.73 | 6.72 | 8.47 | 12.13 |
| Yield(%) | 0.00 | 10.08 | 4.94 | 4.84 | 2.79 | 4.48 | 4.35 | … | … | 0.00 | 10.68 | 0.00 | 5.48 | 4.07 | 1.71 | 0.19 | 1.54 | 0.73 | 1.33 | 0.73 | 0.57 | 0.29 | 1.02 | 0.58 | 3.60 | 2.30 | 0.63 | 17.02 | 14.43 | 13.21 | 19.81 | 4.02 | 0.73 | 0.45 | 0.64 | 1.04 | 1.53 | 2.20 | 2.17 | 1.79 | 1.54 | 1.88 | 3.56 | 3.09 | 4.01 | 8.60 | 5.82 | 4.01 |
Data as of 02/23/2018, Common starting date is 02/07/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNCGX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS A) |
-24.26%
Feb 2000 – Feb 2003 |
-8.68%
Feb 2000 – Feb 2005 |
-2.31%
Feb 2000 – Feb 2010 |
0.99%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNCGX (WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS A) |
32.52%
Feb 1997 – Feb 2000 |
25.16%
Feb 1995 – Feb 2000 |
14.33%
Feb 1990 – Feb 2000 |
11.61%
Feb 1985 – Feb 2000 |
Annualized Rolling Returns Comparison Chart