Total Returns for Waddell & Reed Dividend Opps A (WDVAX)

  • Growth of $10,000

    From 07/31/2003 to 10/31/2009

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    10.76% -7.89 -6.29 91 —

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -37.04% 16.78% 15.75% 13.27% 11.80%
    +/- Category 0.75 10.62 1.58 7.39 1.78
    +/- Index -0.04 11.29 -0.04 8.36 0.92
    Rank in Category 39 4 21 3 63
    # of Funds in Category 2,086 2,090 1,980 1,743 1,611
    2003 2002 2001 2000 1999
    Total Returns Per Year — — — — —
    +/- Category — — — — —
    +/- Index — — — — —
    Rank in Category — — — — —
    # of Funds in Category 1,526 1,468 1,345 805 989
    Data as of 10/31/2009

  • Trailing Total Returns

    Total Return Rank in Category +/- S&P 500 TR # of Funds
    1-Day 1.03% — 1.33% 1,658
    1-Week -1.16% 86 -1.03% 1,658
    1-Month 1.43% 68 1.17% 1,658
    3-Month 6.49% 82 -2.42% 1,635
    Year-to-date 17.65% 92 -5.87% 1,574
    1-Year 30.81% 94 -17.99% 1,567
    3-Year Annualized -4.60% 31 1.30% 1,333
    5-Year Annualized 3.18% 10 2.50% 1,077
    10-Year Annualized — — — 300
    Since Inception 4.48% — — —
    Inception Date 07/01/2003
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/23/2009

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month -3.06% -7.21%
    3-Month 4.47% -2.27%
    Year-to-date 6.04% 4.39%
    1-Year -17.38% -4.63%
    3-Year Annualized -5.97% -7.33%
    5-Year Annualized 2.23% 1.63%
    10-Year Annualized — —
    Since Inception 3.81% 3.50%
    Inception Date 07/01/2003
    Data as of 10/31/2009

  • Tax Analysis

    Potential Capital Gains Exposure -9.85%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 10.76% 1.19% -5.49% 2.84% — 4.48%
    On Distribution* 4.12% -5.05% -7.78% 1.16% — 3.09%
    Rank in Category 96 98 46 18 — —
    On Distribution & Sales of Shares* 2.84% -3.04% -6.29% 1.21% — 2.84%
    Rank in Category 97 98 52 22 — —
    Tax Cost Ratio — — 0.49% 0.46% — —
    Data as of 10/31/2009
    * After Tax