Find A Portfolio/Ticker
Comparison Box
UNCIX: WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/07/1973 |
Last Dividend Date: | 12/14/2017 |
12-Mo. Yield | 6.36% |
Expenses | 1.20% |
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 06/21/1996 |
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 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.7 | 2.4 | 7.0 | 8.0 | 0.4 | 0.8 | 1.0 | 11.4 | 2.1 | -0.5 | 7.3 | 23.4 | 11.8 | 3.1 | 16.5 | 14.4 | -19.5 | 12.9 | 10.9 | 4.7 | 7.6 | 19.1 | -9.6 | -7.7 | 5.8 | 11.0 | -63.5 | 7.7 | 1.9 | 17.5 | -4.5 | 8.5 | 7.5 | 22.3 | -9.3 | 19.1 | 7.1 | -25.5 | 7.8 | 28.4 | 8.4 | 20.4 | 23.3 | -4.3 | 15.1 | 7.4 | -2.9 | -2.4 | 20.8 | 21.9 | -23.8 | -8.1 |
Sharpe Ratio | NA | 0.99 | 0.36 | 0.83 | 0.52 | NA | NA | 0.0 | 0.46 | 2.04 | 0.21 | -0.05 | 0.81 | 2.62 | 1.23 | 0.18 | 1.14 | 1.0 | -0.92 | 0.93 | 0.93 | 0.34 | 0.8 | 1.84 | -0.88 | -0.89 | 0.14 | 0.74 | -0.61 | 0.35 | -0.16 | 1.77 | -0.91 | 1.05 | 0.82 | 1.86 | -1.24 | 1.56 | 0.29 | -1.4 | 0.27 | 1.8 | 0.16 | 1.32 | 0.98 | -1.08 | 0.44 | 0.03 | -0.58 | -1.3 | 1.78 | 1.21 | -1.72 | -1.78 |
Draw Down(%) | NA | 7.3 | 14.0 | 14.0 | 29.7 | NA | NA | 70.2 | 7.3 | 2.7 | 9.9 | 10.1 | 7.1 | 4.6 | 7.0 | 15.1 | 12.2 | 13.8 | 28.2 | 4.7 | 5.9 | 4.6 | 6.0 | 6.6 | 17.0 | 16.0 | 6.6 | 7.3 | 70.2 | 9.1 | 8.7 | 6.2 | 8.8 | 3.1 | 4.1 | 5.1 | 15.8 | 5.1 | 4.7 | 34.9 | 11.8 | 5.6 | 7.6 | 2.9 | 5.3 | 12.4 | 11.5 | 7.5 | 11.9 | 3.9 | 2.1 | 7.7 | 27.2 | 9.1 |
Standard Deviation(%) | NA | 7.2 | 8.9 | 9.0 | 13.0 | NA | NA | 20.2 | 13.7 | 5.3 | 8.8 | 11.0 | 8.9 | 8.9 | 9.6 | 17.3 | 14.4 | 14.4 | 22.1 | 10.7 | 8.1 | 7.6 | 8.2 | 10.0 | 12.2 | 11.4 | 12.7 | 10.6 | 110.1 | 11.9 | 10.2 | 7.7 | 8.1 | 6.1 | 6.1 | 9.9 | 11.7 | 8.6 | 8.5 | 21.1 | 13.2 | 12.9 | 10.0 | 10.8 | 16.0 | 13.2 | 15.9 | 11.6 | 13.5 | 4.7 | 9.7 | 14.8 | 16.9 | 10.9 |
Treynor Ratio | NA | 0.06 | 0.03 | 0.06 | 0.07 | NA | NA | 0.0 | 0.05 | 0.09 | 0.02 | 0.0 | 0.06 | 0.19 | 0.09 | 0.02 | 0.12 | 0.17 | -0.22 | 0.09 | 0.06 | 0.02 | 0.06 | 0.18 | -0.13 | -0.12 | 0.02 | 0.09 | -1.09 | 0.05 | -0.02 | 0.15 | -0.08 | 0.08 | 0.12 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.02 | -0.03 | 0.0 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.02 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | 0.03 | 0.01 | -0.27 | -0.03 | -0.02 | -0.01 | 0.0 | 0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.18 | 1.15 | 1.19 | 1.05 | NA | NA | 0.97 | 1.17 | 1.2 | 1.05 | 1.23 | 1.28 | 1.25 | 1.27 | 1.25 | 1.34 | 0.84 | 0.93 | 1.13 | 1.17 | 1.13 | 1.11 | 1.03 | 0.85 | 0.85 | 0.81 | 0.88 | 0.61 | 0.87 | 0.92 | 0.91 | 0.96 | 0.76 | 0.41 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.89 | 0.91 | 0.91 | 0.92 | NA | NA | 0.25 | 0.96 | 0.82 | 0.88 | 0.93 | 0.92 | 0.92 | 0.94 | 0.97 | 0.97 | 0.92 | 0.96 | 0.94 | 0.93 | 0.94 | 0.88 | 0.94 | 0.94 | 0.87 | 0.82 | 0.86 | 0.01 | 0.6 | 0.57 | 0.48 | 0.72 | 0.54 | 0.02 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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 Aggressive Allocation Asset Class Trend Rankings |
Top Rated Funds in Aggressive Allocation
Best Mutual Funds
- RPFCX (DAVIS APPRECIATION & INCOME FUND CLASS A) (97%)
- NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) (96%)
- AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) (95%)
- TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) (94%)
- AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) (94%)
- ICSIX (DYNAMIC U.S. OPPORTUNITY FUND DYNAMIC U.S. OPPORTUNITY FUND CLASS I) (93%)
- EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) (93%)
- EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) (92%)
- MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) (92%)
- GMIAX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS R6) (91%)
Best ETFs
* Day change on 02/23/2018.Best Closed End Funds
- GLV (Clough Global Allocation Fund) (100%)
- GLO (Clough Global Opportunities Fund) (99%)
- GCV (Gabelli Convertible and Income Securities Mutual Fund) (99%)
- SCD (LMP Capital And Income Closed Fund) (98%)
- NIE (AllianzGI Equity & Convertible Income Closed Fund) (98%)