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Waddell & Reed Financial, Inc.

WDR
Equity · Currency in USD
ISIN
US9300591008
CUSIP
930059100
Sector
Financial Services
Industry
Asset Management

WDRPrice Chart


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WDRPerformance

The chart shows the growth of $10,000 invested in WDR on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $14,284 for a total return of roughly 42.84%. All prices are adjusted for splits and dividends.


-100.00%0.00%100.00%200.00%300.00%20122014201620182020
42.84%
259.57%
S&P 500

WDRReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-0.08%
YTD-0.15%
6M49.60%
1Y106.71%
5Y10.60%
10Y0.87%

WDRMonthly Returns Heatmap


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WDRSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Waddell & Reed Financial, Inc. Sharpe ratio is 2.34. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


-2.00-1.000.001.002.003.004.005.0020122014201620182020
2.34

WDRDividends

Waddell & Reed Financial, Inc. granted a 3.97% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $1.00 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.00$1.25$1.00$1.00$1.84$2.30$2.15$1.36$1.12$1.75$0.85$0.77
Dividend yield
3.97%4.91%5.98%5.53%8.24%11.79%7.50%2.73%1.72%5.03%3.43%2.18%

WDRDrawdowns Chart


-80.00%-60.00%-40.00%-20.00%0.00%20122014201620182020
-48.88%

WDRWorst Drawdowns

The table below shows the maximum drawdowns of the Waddell & Reed Financial, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the {{portfolioName}} is 79.51%, recorded on Mar 12, 2020. The portfolio has not recovered from it yet.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-79.51%Apr 3, 20141496Mar 12, 2020
-44.1%Apr 27, 201048Jul 2, 2010155Feb 11, 2011203
-43.79%Apr 8, 2011123Oct 3, 2011326Jan 22, 2013449
-12.05%Feb 22, 201117Mar 16, 201116Apr 7, 201133
-11.87%Apr 12, 20135Apr 18, 201314May 8, 201319
-11.61%May 20, 201325Jun 24, 201312Jul 11, 201337
-11.35%Jan 23, 20148Feb 3, 201418Feb 28, 201426
-9.83%Aug 6, 201319Aug 30, 201313Sep 19, 201332
-9.26%Jan 20, 201014Feb 8, 20109Feb 22, 201023
-7.61%Feb 20, 20135Feb 26, 201312Mar 14, 201317

WDRVolatility Chart

Current Waddell & Reed Financial, Inc. volatility is 4.02%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%200.00%20122014201620182020
4.02%

Portfolios with Waddell & Reed Financial, Inc.


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