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Waddell & Reed Energy A (WEGAX)

15.43 Up 0.16(1.05%) Oct 20

Performance Overview as of Sep 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:9.18%
5-Year Average Return:10.31%
Number of Years Up:5
Number of Years Down:2
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):-3.29%
Load Adjusted Returns 
1-Year:5.60%
3-Year:16.07%
5-Year:9.01%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnWEGAXCategoryDiffIndex*Diff
Year To Date9.18N/AN/AN/AN/A
1-Month-7.61N/AN/AN/AN/A
3-Month-8.98N/AN/AN/AN/A
1-Year12.04N/AN/AN/AN/A
3-Year18.38N/AN/AN/AN/A
5-Year10.31N/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
2014N/AN/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
20145.7413.45-8.98N/A
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 Date16N/A
1-Month38N/A
3-Month28N/A
6-Month16N/A
1-Year14N/A
3-Year8N/A
5-Year11N/A