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UNCMX: Waddell & Reed Core Investment A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/07/1973 |
Last Dividend Date: | 12/08/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.14% |
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Performance Analytics (As of 10/13/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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(%) | -7.8 | 6.7 | 6.4 | 10.0 | 6.0 | 9.1 | 6.0 | 7.3 | 5.8 | 3.7 | -0.6 | 9.6 | 33.1 | 18.4 | 1.1 | 20.6 | 23.2 | -34.5 | 14.2 | 17.1 | 8.8 | 9.8 | 17.5 | -22.0 | -15.4 | 9.2 | 16.4 | 24.1 | 17.5 | 15.0 | 24.3 | -5.4 | 12.6 | 8.3 | 25.0 | -11.4 | 12.4 | 11.8 | -10.8 | 5.8 | 24.7 | -2.3 | 26.7 | 21.7 | -5.0 | 5.8 | 0.6 | -4.1 | -10.4 | 10.9 | 21.5 | -30.8 | -9.3 |
Sharpe Ratio | NA | 0.52 | 0.42 | 0.68 | 0.28 | NA | NA | 0.16 | 0.54 | 0.23 | -0.04 | 0.67 | 2.54 | 1.32 | 0.04 | 0.98 | 0.9 | -0.99 | 0.67 | 1.31 | 0.63 | 0.86 | 1.24 | -1.03 | -0.88 | 0.26 | 0.92 | 1.28 | 0.73 | 0.88 | 1.91 | -0.74 | 1.18 | 0.57 | 1.47 | -1.05 | 0.42 | 0.5 | -0.72 | 0.08 | 1.41 | -0.59 | 1.64 | 0.73 | -1.15 | -0.14 | -0.53 | -0.69 | -1.85 | 0.59 | 0.94 | -1.44 | -1.46 |
Draw Down(%) | NA | 7.9 | 17.2 | 17.2 | 50.0 | NA | NA | 50.0 | 7.9 | 12.7 | 13.6 | 10.2 | 6.8 | 9.9 | 21.2 | 17.2 | 23.3 | 43.8 | 9.5 | 8.1 | 6.8 | 6.4 | 13.7 | 31.8 | 30.4 | 9.3 | 8.6 | 15.4 | 15.1 | 9.9 | 7.1 | 11.6 | 4.3 | 6.3 | 7.9 | 23.8 | 16.5 | 6.9 | 27.2 | 12.7 | 8.6 | 15.7 | 2.7 | 7.7 | 13.6 | 14.1 | 9.9 | 12.2 | 11.6 | 5.1 | 13.1 | 36.8 | 11.4 |
Standard Deviation(%) | NA | 12.1 | 14.9 | 14.4 | 20.7 | NA | NA | 16.8 | 12.8 | 14.9 | 16.5 | 14.2 | 13.0 | 14.0 | 25.2 | 20.9 | 25.6 | 35.8 | 16.6 | 10.7 | 10.6 | 10.3 | 13.5 | 22.4 | 20.4 | 19.8 | 14.4 | 16.2 | 19.0 | 12.9 | 10.7 | 11.3 | 8.9 | 10.2 | 14.4 | 15.8 | 15.9 | 14.3 | 20.4 | 19.2 | 13.8 | 15.2 | 12.5 | 19.4 | 13.0 | 16.4 | 12.1 | 13.3 | 7.6 | 12.6 | 18.5 | 25.2 | 14.5 |
Treynor Ratio | NA | 0.07 | 0.06 | 0.1 | 0.06 | NA | NA | 0.04 | 0.07 | 0.04 | -0.01 | 0.1 | 0.32 | 0.2 | 0.01 | 0.19 | 0.23 | -0.38 | 0.12 | 0.19 | 0.09 | 0.15 | 0.26 | -0.35 | -0.36 | 0.11 | 0.21 | 0.34 | 0.17 | 0.17 | 0.34 | -0.1 | 0.15 | 0.08 | 0.25 | -0.22 | 0.08 | 0.09 | -1.31 | 0.05 | 2.99 | -0.18 | 0.65 | 0.18 | -0.49 | -0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.05 | -0.03 | -0.02 | -0.01 | NA | NA | 0.01 | -0.08 | 0.02 | -0.03 | -0.01 | -0.01 | 0.01 | 0.01 | 0.03 | -0.04 | 0.01 | 0.02 | 0.05 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.06 | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | -0.03 | 0.05 | 0.03 | -0.04 | -0.06 | -0.05 | 0.02 | -0.04 | 0.03 | 0.07 | -0.01 | 0.07 | 0.02 | -0.04 | -0.04 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.85 | 0.97 | 0.98 | 0.97 | NA | NA | 0.64 | 0.95 | 0.94 | 0.99 | 1.0 | 1.04 | 0.92 | 0.93 | 1.07 | 1.02 | 0.94 | 0.97 | 0.75 | 0.77 | 0.61 | 0.64 | 0.67 | 0.5 | 0.46 | 0.61 | 0.61 | 0.82 | 0.66 | 0.61 | 0.87 | 0.72 | 0.72 | 0.85 | 0.75 | 0.79 | 0.81 | 0.11 | 0.31 | 0.07 | 0.5 | 0.31 | 0.8 | 0.3 | 0.4 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.44 | 0.81 | 0.85 | 0.93 | NA | NA | 0.52 | 0.43 | 0.88 | 0.93 | 0.91 | 0.92 | 0.91 | 0.96 | 0.96 | 0.95 | 0.96 | 0.93 | 0.83 | 0.74 | 0.74 | 0.83 | 0.89 | 0.75 | 0.63 | 0.82 | 0.82 | 0.76 | 0.54 | 0.35 | 0.69 | 0.65 | 0.61 | 0.85 | 0.83 | 0.45 | 0.79 | 0.05 | 0.12 | 0.01 | 0.29 | 0.21 | 0.75 | 0.18 | 0.24 | 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
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