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Waddell & Reed Financial, Inc.

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

WDRPrice Chart


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S&P 500

WDRPerformance

The chart shows the growth of $10,000 invested in Waddell & Reed Financial, Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $14,527 for a total return of roughly 45.27%. All prices are adjusted for splits and dividends.


WDR (Waddell & Reed Financial, Inc.)
Benchmark (S&P 500)

WDRReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.00%
YTD0.05%
6M1.24%
1Y71.50%
5Y14.29%
10Y2.18%

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 1.41. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


WDR (Waddell & Reed Financial, Inc.)
Benchmark (S&P 500)

WDRDividends

Waddell & Reed Financial, Inc. granted a 5.00% dividend yield in the last twelve months, as of Jun 12, 2021. The annual payout for that period amounted to $1.25 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.25$1.25$1.00$1.00$1.84$2.30$2.15$1.36$1.12$1.75$0.85$0.77

Dividend yield

5.00%4.91%5.98%5.53%8.24%11.79%7.50%2.73%1.72%5.03%3.43%2.18%

WDRDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


WDR (Waddell & Reed Financial, Inc.)
Benchmark (S&P 500)

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 Waddell & Reed Financial, Inc. 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 1.10%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


WDR (Waddell & Reed Financial, Inc.)
Benchmark (S&P 500)

Portfolios with Waddell & Reed Financial, Inc.


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