WEGAX - Waddell & Reed Energy A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-19.49%
5-Year Average Return-0.86%
Number of Years Up6
Number of Years Down4
Best 1 Yr Total Return (Sep 29, 2017)52.48%
Worst 1 Yr Total Return (Sep 29, 2017)-47.03%
Best 3-Yr Total Return52.48%
Worst 3-Yr Total Return-4.16%

Trailing Returns (%) Vs. Benchmarks

ReturnWEGAXCategory
YTD-19.49%-4.84%
1-Month14.44%6.01%
3-Month5.87%6.49%
1-Year-13.43%-4.84%
3-Year-11.84%-5.23%
5-Year-0.86%-3.66%
10-Year-1.20%-2.85%
Last Bull Market23.35%20.70%
Last Bear Market-32.15%-32.24%

Annual Total Return (%) History

Year
WEGAXCategory
2017
N/A-4.84%
2016
34.78%29.22%
2015
-22.84%-27.39%
2014
-10.65%-16.65%
2013
27.69%22.85%
2012
0.82%1.21%
2011
-10.18%-7.54%
2010
22.27%17.14%
2009
39.67%44.36%
2008
-47.03%-51.12%
2007
52.48%42.09%
2006
N/A12.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2017-6.93%-18.29%5.87%N/A
20161.20%14.72%7.97%7.53%
20152.07%-1.19%-20.24%-4.08%
20145.74%13.45%-8.98%-18.17%
201312.70%-0.79%11.29%2.62%
20125.01%-12.35%9.28%0.24%
201112.98%-6.14%-28.23%18.02%
20101.26%-13.45%14.30%22.05%
2009-7.68%22.65%16.57%5.82%
2008-6.75%23.47%-33.56%-30.75%
20075.74%16.57%9.24%13.24%
20062.46%-9.11%6.54%N/A

Rank In Category (By Total Return)

YTD86
1-Month14
3-Month79
1-Year90
3-Year50
5-Year26

Load Adjusted Returns

1-Year-18.41%
3-Year-13.56%
5-Year-2.03%
10-Year-1.79%