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UNCGX: WADDELL & REED ADVISORS GLOBAL GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/07/1980 |
Last Dividend Date: | 12/14/2017 |
12-Mo. Yield | 10.08% |
Expenses | 1.51% |
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Performance Analytics (As of 08/14/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 5.1 | 4.8 | 7.8 | 9.3 | 6.0 | 7.0 | 5.8 | 25.8 | -3.2 | 3.6 | 0.7 | 19.4 | 18.3 | -7.7 | 14.8 | 28.1 | -40.7 | 22.4 | 22.0 | 16.3 | 12.3 | 23.8 | -16.7 | -22.4 | -24.9 | 57.0 | 21.4 | 17.3 | 18.2 | 0.6 | -8.4 | 38.5 | -1.8 | 18.6 | -13.7 | 9.2 | 5.7 | -12.0 | 4.8 | 34.4 | -14.6 | 28.3 | 23.7 | 10.2 | 24.3 |
Sharpe Ratio | NA | 2.09 | 0.55 | 0.71 | 0.26 | NA | NA | 0.27 | 2.09 | 3.02 | -0.22 | 0.24 | 0.06 | 1.67 | 1.19 | -0.3 | 0.75 | 1.1 | -1.14 | 1.02 | 1.24 | 1.35 | 0.85 | 1.75 | -1.07 | -1.9 | -1.39 | 3.35 | 0.97 | 1.04 | 1.9 | -0.23 | -0.69 | 3.23 | -0.39 | 0.98 | -1.38 | 0.29 | 0.1 | -0.47 | 0.03 | 2.9 | -1.36 | 2.0 | 1.07 | 0.02 | 1.05 |
Draw Down(%) | NA | 9.4 | 18.8 | 18.8 | 51.4 | NA | NA | 60.7 | 9.4 | 3.2 | 14.7 | 13.3 | 13.3 | 10.0 | 14.5 | 24.6 | 16.6 | 22.0 | 50.9 | 12.8 | 17.3 | 7.3 | 11.9 | 13.0 | 24.8 | 29.7 | 34.9 | 9.6 | 29.7 | 10.9 | 4.6 | 16.2 | 20.4 | 4.8 | 14.2 | 9.4 | 20.9 | 9.3 | 9.4 | 37.9 | 19.9 | 6.7 | 21.1 | 3.7 | 6.7 | 8.5 | 12.1 |
Standard Deviation(%) | NA | 11.5 | 13.9 | 13.1 | 20.1 | NA | NA | 17.1 | 21.8 | 8.4 | 15.2 | 15.2 | 11.7 | 11.6 | 15.4 | 25.8 | 19.7 | 25.4 | 36.4 | 19.1 | 15.1 | 10.5 | 13.4 | 13.2 | 16.7 | 13.2 | 20.8 | 16.1 | 18.7 | 13.2 | 7.7 | 13.9 | 16.4 | 11.2 | 10.6 | 15.0 | 13.7 | 12.2 | 10.2 | 33.9 | 23.9 | 10.1 | 15.6 | 11.1 | 15.1 | 12.8 | 18.4 |
Treynor Ratio | NA | 0.27 | 0.09 | 0.11 | 0.06 | NA | NA | 0.06 | 0.45 | 0.32 | -0.04 | 0.04 | 0.01 | 0.25 | 0.22 | -0.09 | 0.17 | 0.33 | -0.52 | 0.21 | 0.2 | 0.17 | 0.12 | 0.27 | -0.27 | -0.47 | -0.29 | 0.52 | 0.21 | 0.17 | 0.17 | -0.04 | -0.14 | 0.57 | -0.08 | 0.18 | -0.28 | 0.04 | 0.01 | -0.45 | 0.01 | 3.01 | -8.81 | 0.38 | 0.3 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | -0.02 | -0.02 | 0.02 | 0.02 | 0.01 | 0.01 | 0.02 | 0.0 | -0.02 | -0.02 | 0.03 | -0.01 | 0.01 | -0.02 | -0.02 | -0.02 | -0.06 | -0.08 | 0.09 | 0.02 | 0.05 | 0.02 | -0.04 | -0.04 | 0.03 | 0.0 | 0.05 | -0.03 | -0.04 | -0.01 | -0.03 | -0.05 | 0.09 | -0.08 | 0.01 | 0.03 | NA | NA |
Beta | NA | 0.89 | 0.85 | 0.83 | 0.83 | NA | NA | 0.74 | 1.01 | 0.8 | 0.81 | 0.87 | 0.84 | 0.78 | 0.85 | 0.89 | 0.87 | 0.84 | 0.8 | 0.93 | 0.92 | 0.83 | 0.96 | 0.87 | 0.66 | 0.53 | 1.02 | 1.03 | 0.88 | 0.82 | 0.88 | 0.81 | 0.82 | 0.63 | 0.53 | 0.82 | 0.67 | 0.82 | 0.69 | 0.35 | 0.45 | 0.1 | 0.02 | 0.58 | 0.55 | NA | NA |
RSquared | NA | 0.82 | 0.84 | 0.83 | 0.92 | NA | NA | 0.59 | 0.9 | 0.75 | 0.87 | 0.84 | 0.8 | 0.81 | 0.88 | 0.96 | 0.91 | 0.93 | 0.95 | 0.88 | 0.84 | 0.67 | 0.86 | 0.83 | 0.75 | 0.67 | 0.76 | 0.74 | 0.84 | 0.76 | 0.64 | 0.28 | 0.24 | 0.23 | 0.34 | 0.74 | 0.75 | 0.73 | 0.6 | 0.1 | 0.11 | 0.01 | 0.0 | 0.58 | 0.28 | 0.0 | 0.0 |
Yield(%) | N/A | 10.1 | 4.9 | 4.8 | 2.8 | 4.5 | 4.3 | N/A | 0.0 | 10.7 | 0.0 | 5.5 | 4.1 | 1.7 | 0.2 | 1.5 | 0.7 | 1.3 | 0.7 | 0.5 | 0.3 | 1.0 | 0.7 | 3.8 | 2.3 | 0.6 | 17.1 | 14.4 | 13.2 | 19.8 | 4.0 | 0.7 | 0.4 | 0.6 | 1.0 | 1.6 | 2.2 | 2.2 | 1.8 | 1.5 | 1.9 | 3.6 | 3.1 | 4.0 | 8.6 | 5.8 | 4.0 |
Dividend Growth(%) | N/A | N/A | 168.3 | 525.1 | -48.1 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 30.6 | 172.2 | 800.0 | -86.7 | 150.0 | -33.3 | 12.5 | 60.0 | 150.0 | -71.4 | 75.0 | -78.9 | 35.7 | 180.0 | -97.9 | 60.1 | 21.3 | -33.7 | 457.6 | 450.0 | 50.0 | 0.0 | -42.9 | -22.2 | -40.0 | 7.1 | 27.3 | 0.0 | -15.4 | -31.6 | -5.0 | -4.8 | -47.5 | 53.8 | 73.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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