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Waddell & Reed Asset Strategy A (UNASX)

11.46 Down 0.09(0.78%) Nov 28

Performance Overview as of Oct 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:-3.83%
5-Year Average Return:8.74%
Number of Years Up:15
Number of Years Down:3
Best 1 Yr Total Return (2007-12-31):43.61%
Worst 1 Yr Total Return (2008-12-31):-25.93%
Best 3-Yr Total Return (N/A):28.78%
Worst 3-Yr Total Return (N/A):0.25%
Load Adjusted Returns 
1-Year:-3.77%
3-Year:8.05%
5-Year:7.46%
10-Year:11.23%
Trailing Returns (%) vs. Benchmarks 
ReturnUNASXCategoryDiffIndex*Diff
Year To Date-3.83N/AN/AN/AN/A
1-Month1.25N/AN/AN/AN/A
3-Month-1.91N/AN/AN/AN/A
1-Year2.10N/AN/AN/AN/A
3-Year10.21N/AN/AN/AN/A
5-Year8.74N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)22.30N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-22.15N/AN/AN/AN/A
Annual Total Return (%) History () 
YearUNASXCategoryDiff
2014N/AN/AN/A
2013
 
25.25N/AN/A
2012
 
18.91N/AN/A
2011
 
-8.26N/AN/A
2010
 
8.90N/AN/A
2009
 
24.91N/AN/A
2008
 
-25.93N/AN/A
2007
 
43.61N/AN/A
2006
 
20.26N/AN/A
2005
 
23.67N/AN/A
2004
 
13.04N/AN/A
2003
 
10.93N/AN/A
2002
 
3.28N/AN/A
2001
 
-10.70N/AN/A
2000
 
21.35N/AN/A
1999
 
21.85N/AN/A
1998
 
9.26N/AN/A
1997
 
12.14N/AN/A
1996
 
5.40N/AN/A
1995N/AN/AN/A
Past Quarterly Returns (%) for UNASX 
Q1Q2Q3Q4
2014-1.360.52-4.20N/A
20134.57-0.789.899.85
201213.95-7.057.144.79
20114.072.78-19.346.33
20100.46-8.1710.037.29
20093.313.0613.383.47
2008-1.571.68-18.47-9.21
20073.408.7313.3912.67
200612.033.35-2.226.22
20052.370.7715.733.58
20043.24-3.363.859.10
2003-1.284.300.946.74
20021.960.96-1.121.46
2001-7.55-1.400.79-2.80
200015.10-0.131.204.32
19990.545.59-0.2615.07
19987.384.07-3.160.96
1997-4.8211.925.62-0.33
1996-0.382.29-0.934.40
19953.984.81-1.42N/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date96N/A
1-Month24N/A
3-Month81N/A
6-Month69N/A
1-Year83N/A
3-Year31N/A
5-Year45N/A