Find A Portfolio/Ticker
Comparison Box
UNBDX: WADDELL & REED ADVISORS BOND FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/03/1980 |
Last Dividend Date: | 09/14/2017 |
12-Mo. Yield | 1.05% |
Expenses | 0.96% |
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 11/18/1991 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -0.3 | 1.2 | 2.0 | 3.6 | 4.2 | 5.1 | 2.3 | 4.0 | 0.1 | 3.6 | -2.3 | 5.4 | 7.3 | 5.7 | 7.1 | -0.1 | 5.3 | 4.0 | 1.4 | 4.2 | 4.1 | 8.0 | 7.5 | 9.1 | -1.1 | 7.3 | 9.8 | 3.2 | 20.5 | -5.8 | 13.2 | 7.5 | 18.8 | 4.1 | 10.3 | 8.0 | 3.9 | 15.2 | 25.4 | 12.6 | 11.3 | 37.6 | 3.1 | -0.3 |
Sharpe Ratio | NA | -0.25 | 0.54 | 0.4 | 0.8 | NA | NA | 0.43 | 0.73 | 1.07 | 0.03 | 1.48 | -0.64 | 1.82 | 1.52 | 1.34 | 1.48 | -0.18 | 0.65 | 0.24 | -0.26 | 0.87 | 0.85 | 1.64 | 1.18 | 1.46 | -1.09 | 0.81 | -10.94 | -0.05 | 2.87 | -1.45 | 1.15 | 0.89 | 2.73 | -0.22 | 1.3 | 1.08 | -0.03 | 1.94 | 3.96 | 0.97 | 0.43 | 2.05 | -0.45 | -0.35 |
Draw Down(%) | NA | 3.6 | 4.2 | 6.1 | 6.1 | NA | NA | 17.1 | 1.7 | 4.2 | 2.8 | 1.0 | 6.1 | 1.6 | 2.0 | 4.0 | 2.0 | 5.8 | 2.1 | 1.9 | 2.5 | 4.2 | 4.5 | 2.4 | 3.2 | 3.0 | 3.5 | 3.7 | 2.7 | 4.8 | 2.3 | 8.6 | 5.6 | 4.0 | 2.9 | 3.5 | 2.2 | 1.4 | 6.7 | 5.5 | 2.4 | 8.6 | 9.0 | 5.0 | 8.8 | 16.3 |
Standard Deviation(%) | NA | 3.3 | 3.4 | 3.3 | 4.1 | NA | NA | 7.1 | 3.2 | 3.5 | 3.6 | 2.4 | 3.7 | 2.9 | 4.8 | 4.2 | 4.7 | 6.0 | 3.5 | 2.8 | 2.9 | 3.8 | 4.0 | 4.2 | 4.5 | 3.5 | 4.0 | 4.9 | 4.1 | 6.1 | 5.8 | 6.0 | 9.7 | 5.7 | 5.5 | 5.3 | 3.5 | 3.0 | 4.5 | 5.7 | 5.1 | 6.1 | 12.0 | 14.6 | 15.4 | 23.9 |
Treynor Ratio | NA | -0.01 | 0.02 | 0.02 | 0.05 | NA | NA | 0.04 | 0.03 | 0.05 | 0.0 | 0.05 | -0.03 | 0.07 | 0.08 | 0.08 | 0.12 | -0.02 | 0.03 | 0.01 | -0.01 | 0.05 | 0.05 | 0.11 | 0.09 | 0.09 | -0.07 | 0.06 | -0.61 | 0.0 | 0.21 | -0.1 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.04 | 0.0 | 0.01 | -0.01 | 0.06 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.84 | 0.79 | 0.8 | 0.7 | NA | NA | 0.7 | 0.81 | 0.79 | 0.78 | 0.68 | 0.89 | 0.79 | 0.88 | 0.71 | 0.61 | 0.59 | 0.67 | 0.65 | 0.64 | 0.72 | 0.69 | 0.65 | 0.62 | 0.56 | 0.65 | 0.67 | 0.74 | 0.83 | 0.8 | 0.84 | 2.44 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.64 | 0.71 | 0.73 | 0.71 | NA | NA | 0.15 | 0.56 | 0.68 | 0.83 | 0.73 | 0.82 | 0.68 | 0.82 | 0.77 | 0.8 | 0.61 | 0.77 | 0.71 | 0.7 | 0.82 | 0.79 | 0.68 | 0.72 | 0.59 | 0.73 | 0.57 | 0.62 | 0.69 | 0.52 | 0.58 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 3.6 | 2.8 | 2.4 | 3.2 | 3.4 | 4.0 | N/A | 1.1 | 3.9 | 3.0 | 2.1 | 2.0 | 3.6 | 3.2 | 3.6 | 4.1 | 4.0 | 3.8 | 4.1 | 5.0 | 5.4 | 3.6 | 3.2 | 5.8 | 6.1 | 5.6 | 5.7 | 6.1 | 5.8 | 6.4 | 6.1 | 10.9 | 7.6 | 8.9 | 7.9 | 10.0 | 8.7 | 7.8 | 9.0 | 11.7 | 13.2 | 13.0 | 15.6 | 13.8 | 10.6 |
Dividend Growth(%) | N/A | 21.1 | 3.8 | -29.8 | -37.0 | N/A | N/A | N/A | -70.8 | 26.3 | 46.2 | 0.0 | -43.5 | 15.0 | -9.1 | -8.3 | -4.0 | 8.7 | -8.0 | -21.9 | -8.6 | 52.2 | 15.0 | -44.4 | 0.0 | 0.0 | 0.0 | -2.7 | 0.0 | 2.8 | -7.7 | -43.5 | 43.8 | -7.7 | 8.3 | -20.0 | 13.2 | 6.0 | -9.1 | -12.7 | -12.5 | 0.0 | 0.0 | 0.0 | 16.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/18/1991
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 Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) (100%)
- VBIIX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) (99%)
- VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- VFIDX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) (98%)
- GPBFX (GMO CORE PLUS BOND FUND CLASS IV) (98%)
- SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) (98%)
- OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) (98%)
- TAIBX (PRUDENTIAL CORE BOND FUND CLASS Z) (98%)
- ACBPX (DIVERSIFIED BOND FUND I CLASS) (97%)
Best ETFs
- AGG (iShares Core U.S. Aggregate Bond ETF) (100%)
- BIV (Vanguard Intermediate-Term Bond Index Fund ETF Shares) (99%)
- BND (Vanguard Total Bond Market Index Fund ETF Shares) (99%)
- GBF (iShares Government/Credit Bond ETF) (99%)
- GVI (iShares Intermediate Government/Credit Bond ETF) (99%)
- MBB (iShares MBS ETF) (99%)
- VCIT (Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares) (35%)
- VMBS (Vanguard Mortgage-Backed Securities Index Fund ETF Shares) (35%)
- SCHZ (Schwab U.S. Aggregate Bond ETF) (31%)
- CMBS (iShares CMBS ETF) (30%)