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    Waddell & Reed Energy A (WEGAX)

    13.19 Up 0.08(0.61%) Aug 29

    Performance Overview as of Jul 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:13.88%
    5-Year Average Return:-3.41%
    Number of Years Up:5
    Number of Years Down:4
    Best 1 Yr Total Return (2007-12-31):52.48%
    Worst 1 Yr Total Return (2008-12-31):-47.03%
    Best 3-Yr Total Return (N/A):15.33%
    Worst 3-Yr Total Return (N/A):-4.16%
    Load Adjusted Returns 
    1-Year:-10.20%
    3-Year:-6.71%
    5-Year:-4.54%
    10-Year:1.41%
    Trailing Returns (%) vs. Benchmarks 
    ReturnWEGAXCategoryDiffIndex*Diff
    Year To Date13.88N/AN/AN/AN/A
    1-Month-1.91N/AN/AN/AN/A
    3-Month0.74N/AN/AN/AN/A
    1-Year-4.72N/AN/AN/AN/A
    3-Year-4.85N/AN/AN/AN/A
    5-Year-3.41N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)23.35N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-32.15N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearWEGAXCategoryDiff
    2016N/AN/AN/A
    2015
     
    -22.84N/AN/A
    2014
     
    -10.65N/AN/A
    2013
     
    27.69N/AN/A
    2012
     
    0.82N/AN/A
    2011
     
    -10.18N/AN/A
    2010
     
    22.27N/AN/A
    2009
     
    39.67N/AN/A
    2008
     
    -47.03N/AN/A
    2007
     
    52.48N/AN/A
    2006N/AN/AN/A
    Past Quarterly Returns (%) for WEGAX 
    Q1Q2Q3Q4
    20161.2014.72N/AN/A
    20152.07-1.19-20.24-4.08
    20145.7413.45-8.98-18.17
    201312.70-0.7911.292.62
    20125.01-12.359.280.24
    201112.98-6.14-28.2318.02
    20101.26-13.4514.3022.05
    2009-7.6822.6516.575.82
    2008-6.7523.47-33.56-30.75
    20075.7416.579.2413.24
    20062.46-9.116.54N/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date34N/A
    1-Month67N/A
    3-Month30N/A
    6-Month20N/A
    1-Year34N/A
    3-Year13N/A
    5-Year19N/A