Find A Portfolio/Ticker
Comparison Box
UNASX: WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/16/1995 |
Last Dividend Date: | 12/19/2017 |
12-Mo. Yield | 0.00% |
Expenses | 1.14% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/1996 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 2.1 | 1.2 | 4.3 | 9.1 | 8.7 | 8.9 | 1.5 | 15.9 | -2.7 | -8.2 | -5.3 | 25.3 | 18.9 | -8.3 | 8.9 | 24.9 | -25.9 | 43.6 | 20.3 | 23.7 | 13.0 | 10.9 | 3.3 | -10.7 | 21.3 | 21.9 | 9.3 | 12.1 | 5.4 | 3.4 |
Sharpe Ratio | NA | 1.66 | 0.03 | 0.37 | 0.2 | NA | NA | 0.44 | 0.8 | 2.8 | -0.37 | -0.7 | -0.49 | 2.26 | 1.42 | -0.32 | 0.59 | 1.45 | -1.45 | 2.96 | 1.34 | 1.88 | 1.22 | 1.8 | 0.34 | -1.85 | 1.29 | 1.88 | 0.7 | -4.88 | 0.28 | 0.45 |
Draw Down(%) | NA | 6.9 | 18.4 | 21.7 | 35.5 | NA | NA | 35.6 | 6.9 | 1.9 | 7.2 | 15.7 | 12.4 | 8.2 | 11.3 | 24.8 | 14.6 | 8.0 | 35.6 | 9.3 | 15.4 | 9.8 | 10.2 | 4.3 | 7.1 | 12.4 | 5.9 | 5.4 | 10.1 | 6.8 | 7.3 | 4.5 |
Standard Deviation(%) | NA | 6.9 | 8.8 | 9.8 | 14.7 | NA | NA | 12.2 | 12.2 | 5.5 | 7.8 | 11.8 | 10.8 | 11.2 | 13.4 | 25.7 | 14.8 | 17.1 | 18.5 | 13.8 | 12.7 | 11.4 | 9.9 | 5.7 | 6.4 | 7.1 | 13.5 | 9.9 | 8.5 | 8.8 | 6.7 | 6.0 |
Treynor Ratio | NA | 0.1 | 0.0 | 0.03 | 0.03 | NA | NA | 0.06 | 0.09 | 0.13 | -0.03 | -0.06 | -0.04 | 0.2 | 0.13 | -0.05 | 0.07 | 0.28 | -0.37 | 0.28 | 0.11 | 0.15 | 0.11 | 0.53 | 0.18 | -1.74 | 0.16 | 0.3 | 0.15 | -0.42 | 0.03 | 0.07 |
Alpha | NA | 0.0 | -0.02 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.03 | -0.03 | 0.02 | 0.02 | 0.0 | -0.01 | 0.02 | -0.05 | 0.06 | -0.01 | 0.02 | -0.01 | 0.02 | 0.01 | -0.05 | 0.05 | 0.01 | 0.03 | 0.01 | -0.02 | -0.01 |
Beta | NA | 1.13 | 1.08 | 1.17 | 1.08 | NA | NA | 0.88 | 1.05 | 1.22 | 0.83 | 1.35 | 1.35 | 1.26 | 1.45 | 1.65 | 1.19 | 0.87 | 0.73 | 1.46 | 1.5 | 1.44 | 1.13 | 0.19 | 0.12 | 0.08 | 1.11 | 0.63 | 0.41 | 1.01 | 0.66 | 0.37 |
RSquared | NA | 0.81 | 0.8 | 0.76 | 0.69 | NA | NA | 0.5 | 0.87 | 0.76 | 0.82 | 0.86 | 0.71 | 0.72 | 0.81 | 0.88 | 0.77 | 0.5 | 0.64 | 0.73 | 0.77 | 0.61 | 0.72 | 0.09 | 0.07 | 0.01 | 0.33 | 0.17 | 0.26 | 0.38 | 0.23 | 0.13 |
Yield(%) | N/A | 7.7 | 2.3 | 6.9 | 4.9 | 9.8 | 9.6 | N/A | 0.0 | 8.0 | 0.0 | 0.0 | 19.4 | 5.4 | 2.5 | 1.1 | 1.0 | 0.4 | 18.7 | 8.4 | 15.8 | 4.2 | 2.6 | 1.0 | 1.3 | 2.0 | 12.7 | 4.7 | 6.8 | 11.7 | 3.0 | 1.9 |
Dividend Growth(%) | N/A | N/A | -79.0 | 22.6 | 40.6 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 314.5 | 150.0 | 120.0 | 11.1 | 200.0 | -98.7 | 202.5 | -46.3 | 374.2 | 72.2 | 200.0 | -25.0 | -42.9 | -82.9 | 215.4 | -29.7 | -41.3 | 293.8 | 60.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- IVAEX (IVY ASSET STRATEGY FUND CLASS I) (99%)
- PAUIX (PIMCO ALL ASSET ALL AUTHORITY FUND INSTITUTIONAL) (97%)
- PAAIX (ALL ASSET FUND INSTITUTIONAL) (96%)
- PATRX (PIMCO ALL ASSET FUND R) (95%)
- WARCX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS C) (94%)
- RSSCX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS C) (93%)
- PALPX (PIMCO ALL ASSET FUND CLASS P) (92%)
- JSPCX (JANUS GLOBAL ALLOCATION FUND - CONSERVATIVE CLASS T) (92%)
- GBMFX (GMO BENCHMARK-FREE ALLOCATION FUND CLASS III) (92%)
- GBATX (GMO STRATEGIC OPPORTUNITIES ALLOCATION FUND CLASS III) (91%)
Best ETFs
- RLY (SPDR® SSgA Multi-Asset Real Return ETF) (44%)
- INKM (SPDR® SSgA Income Allocation ETF) (43%)
- GAL (SPDR® SSgA Global Allocation ETF) (43%)
- GYLD (Arrow Dow Jones Global Yield ETF) (42%)
- GMOM (Cambria Global Momentum ETF) (2%)
- GAA (Cambria Global Asset Allocation ETF) (1%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Closed Fund) (100%)
- CGO (Calamos Global Total Return Closed Fund) (100%)
- RCG (RENN Fund Inc) (99%)