If You Invested in Waddell Reed Fin (WDR)
See the WDR overviewWhat $1,000 or $10,000 in WDR Was Worth at Its Last Close
Real historical value by amount invested and how long before the last close| If you invested | 1 year before | 5 years before | 10 years before | Since Nov 3, 2015 |
|---|---|---|---|---|
| $1,000 | $1,717 +72% | $1,234 +23% | — | $653 -35% |
| $10,000 | $17,168 +72% | $12,336 +23% | — | $6,529 -35% |
Based on real historical closing prices adjusted for stock splits, without dividends, through 2021-04-30. Figures with dividends reinvest each cash dividend at the previous close less the dividend, before taxes. Past performance does not guarantee future results.
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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 |
|---|---|---|---|---|
| 2015Nov 3, 2015 to Dec 31, 2015 | $38.26 | $28.66 | -25.1% | -25.1% |
| 2016 | $28.66 | $19.51 | -31.9% | -49.0% |
| 2017 | $19.51 | $22.34 | +14.5% | -41.6% |
| 2018 | $22.34 | $18.08 | -19.1% | -52.7% |
| 2019 | $18.08 | $16.72 | -7.5% | -56.3% |
| 2020 | $16.72 | $25.47 | +52.3% | -33.4% |
| 2021Dec 31, 2020 to Apr 30, 2021 | $25.47 | $24.98 | -1.9% | -34.7% |
About Waddell Reed Fin
NYSE
Frequently Asked Questions
Waddell Reed Fin investment returns
How much was $1,000 invested in Waddell Reed Fin worth at its last close?
If you invested $1,000 in Waddell Reed Fin (WDR) 5 years before its last close, on 2016-05-02, your investment was worth $1,234 on 2021-04-30, a +23.4% price return without dividends, growing at a compounded rate of 4.3% per year (CAGR).
Has Waddell Reed Fin outperformed the S&P 500?
Comparison data requires at least 10 years of trading history. Use the calculator above to compare WDR performance over available time periods.
What is Waddell Reed Fin's average annual return?
The compound annual growth rate (CAGR) of WDR’s share price over the 5 years to Apr 30, 2021 is 4.3%, without dividends. Individual years vary a great deal, and WDR’s best recent full year was 2020 (+52.3%) while the worst was 2016 (-31.9%).
For informational and educational purposes only, not investment advice.
