If You Invested in Waddell Reed Fin (WDR)
Looking for the current price? See the WDR quote & overviewWhat $1,000 or $10,000 in WDR Would Be Worth Today
Real historical value by amount invested and how long ago| If you invested | 1 year ago | 5 years ago | 10 years ago | Since Jul 21, 2015 |
|---|---|---|---|---|
| $1,000 | — | — | $1,348 +35% | $553 -45% |
| $10,000 | — | — | $13,481 +35% | $5,533 -45% |
Based on real historical closing prices through the latest market close. Past performance does not guarantee future results.
Custom Calculation
Choose your own date and amount for WDR$1,000 Investment Over Time
WDR vs S&P 500Year-by-Year Returns
WDR annual performance| Year | Start Price | End Price | Annual Return | Cumulative |
|---|---|---|---|---|
| 2015 | $45.15 | $28.66 | -36.5% | -36.5% |
| 2016 | $28.28 | $19.51 | -31.0% | -56.8% |
| 2017 | $19.99 | $22.34 | +11.8% | -50.5% |
| 2018 | $21.80 | $18.08 | -17.1% | -60.0% |
| 2019 | $18.06 | $16.72 | -7.4% | -63.0% |
| 2020 | $16.66 | $25.47 | +52.9% | -43.6% |
| 2021 | $25.32 | $24.98 | -1.3% | -44.7% |
About Waddell Reed Fin
Finance and Insurance · NYSE
Frequently Asked Questions
Waddell Reed Fin investment returns
How much would $1,000 invested in Waddell Reed Fin be worth today?
If you invested $1,000 in Waddell Reed Fin (WDR) 10 years ago on 2016-07-20, your investment would be worth $1,348 today, representing a +34.8% total return, growing at a compounded rate of 6.5% per year (CAGR).
Has Waddell Reed Fin outperformed the S&P 500?
Over the past 10 years, WDR returned +34.8% compared to +242.4% for the S&P 500, underperforming the benchmark by 207.6 percentage points.
What is Waddell Reed Fin's average annual return?
The compound annual growth rate (CAGR) of WDR over the past 10 years is 6.5%, growing at a compounded rate each year. Individual years vary significantly — WDR's best recent year was 2020 (+52.9%) and worst was 2015 (-36.5%).
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For informational and educational purposes only — not investment advice.
