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UNHIX: WADDELL & REED ADVISORS HIGH INCOME FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/17/1980 |
Last Dividend Date: | 01/26/2018 |
12-Mo. Yield | 6.06% |
Expenses | 1.10% |
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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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.4 | 2.7 | 5.9 | 7.6 | 5.8 | 6.6 | 0.1 | 6.6 | 16.3 | -6.4 | 2.5 | 10.9 | 19.1 | 4.9 | 13.8 | 40.0 | -20.7 | 3.1 | 8.5 | 2.2 | 8.6 | 16.0 | -0.4 | 6.7 | -6.5 | 2.9 | 3.8 | 14.3 | 11.9 | 17.8 | -3.7 | 17.7 | 16.6 | 37.4 | -14.8 | -8.1 | 11.7 | -2.5 | 14.0 | 23.2 | 6.9 | 14.0 | 32.7 | 3.9 | 7.8 |
Sharpe Ratio | NA | 1.25 | 1.09 | 1.36 | 1.67 | NA | NA | 0.92 | -0.01 | 2.2 | 3.39 | -1.51 | 0.78 | 3.58 | 5.55 | 0.89 | 3.51 | 7.96 | -2.83 | 0.03 | 3.23 | -0.01 | 3.34 | 5.7 | -0.5 | 1.12 | -3.13 | -0.14 | 0.13 | 3.75 | 2.36 | 7.34 | -2.45 | 10.94 | 5.8 | 9.88 | -2.61 | -4.06 | 1.21 | -0.86 | 1.87 | 2.67 | 0.01 | 1.34 | 2.47 | -0.5 | 0.01 |
Draw Down(%) | NA | 1.9 | 14.7 | 14.7 | 26.5 | NA | NA | 26.8 | 1.9 | 1.8 | 5.3 | 11.0 | 5.1 | 3.6 | 2.3 | 9.0 | 4.5 | 5.3 | 26.5 | 5.0 | 2.0 | 5.3 | 3.5 | 3.0 | 7.4 | 5.1 | 9.0 | 3.7 | 9.0 | 3.1 | 1.7 | 0.6 | 6.8 | 0.5 | 2.5 | 1.4 | 16.3 | 11.9 | 4.4 | 11.2 | 1.9 | 2.0 | 8.5 | 3.7 | 1.8 | 7.3 | 8.6 |
Standard Deviation(%) | NA | 2.9 | 4.1 | 3.7 | 4.6 | NA | NA | 5.5 | 3.7 | 2.7 | 4.7 | 4.3 | 3.2 | 3.0 | 3.5 | 5.5 | 3.9 | 5.0 | 7.6 | 2.9 | 1.6 | 2.4 | 2.3 | 2.7 | 3.1 | 4.0 | 3.4 | 2.2 | 4.0 | 2.9 | 3.5 | 1.9 | 2.7 | 1.4 | 2.4 | 3.4 | 7.6 | 3.4 | 5.7 | 7.6 | 5.3 | 6.8 | 10.0 | 5.9 | 10.2 | 12.2 | 12.8 |
Treynor Ratio | NA | 0.07 | 0.06 | 0.07 | 0.1 | NA | NA | 0.15 | 0.0 | 0.13 | 0.22 | -0.08 | 0.03 | 0.14 | 0.21 | 0.05 | 0.2 | 0.64 | -0.29 | 0.0 | 0.22 | 0.0 | 0.19 | 0.42 | -0.04 | 0.11 | -0.28 | -0.01 | 0.01 | 0.19 | 0.1 | 0.23 | -0.1 | 0.42 | 0.26 | 0.73 | -0.26 | -0.14 | 0.1 | -0.07 | 0.35 | -1.16 | -0.02 | 1.13 | -18.82 | -1.27 | 0.45 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | NA | NA | 0.02 | 0.03 | 0.01 | 0.03 | -0.02 | 0.0 | 0.03 | 0.02 | -0.01 | 0.02 | 0.05 | -0.02 | 0.0 | 0.02 | 0.0 | 0.02 | 0.04 | -0.01 | 0.02 | -0.04 | 0.02 | 0.02 | 0.04 | 0.04 | 0.04 | 0.01 | 0.05 | 0.05 | 0.09 | -0.01 | 0.01 | 0.04 | 0.03 | 0.04 | 0.06 | 0.0 | 0.03 | 0.09 | -0.02 | 0.0 |
Beta | NA | 0.52 | 0.7 | 0.73 | 0.75 | NA | NA | 0.33 | 0.75 | 0.45 | 0.73 | 0.76 | 0.77 | 0.8 | 0.93 | 0.94 | 0.69 | 0.62 | 0.74 | 0.52 | 0.23 | 0.48 | 0.4 | 0.36 | 0.36 | 0.39 | 0.37 | 0.5 | 0.7 | 0.57 | 0.85 | 0.61 | 0.67 | 0.37 | 0.55 | 0.46 | 0.77 | 0.99 | 0.72 | 0.99 | 0.28 | -0.16 | -0.07 | 0.07 | -0.01 | 0.05 | 0.0 |
RSquared | NA | 0.3 | 0.5 | 0.55 | 0.66 | NA | NA | 0.1 | 0.6 | 0.22 | 0.6 | 0.5 | 0.68 | 0.71 | 0.7 | 0.83 | 0.62 | 0.58 | 0.76 | 0.52 | 0.14 | 0.38 | 0.31 | 0.21 | 0.29 | 0.52 | 0.17 | 0.28 | 0.3 | 0.26 | 0.44 | 0.46 | 0.65 | 0.32 | 0.27 | 0.15 | 0.27 | 0.54 | 0.07 | 0.27 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 6.1 | 6.3 | 7.3 | 7.9 | 7.7 | 5.7 | N/A | 0.4 | 6.1 | 7.5 | 7.3 | 8.9 | 9.8 | 8.4 | 8.2 | 7.6 | 9.0 | 6.9 | 7.0 | 7.0 | 6.5 | 6.6 | 6.5 | 6.2 | 8.7 | 8.1 | 9.0 | 8.6 | 9.2 | 8.3 | 8.9 | 8.6 | 9.4 | 10.1 | 14.2 | 13.0 | 12.5 | 12.9 | 12.0 | 12.5 | 13.8 | 12.3 | 12.5 | 15.2 | 14.4 | 13.4 |
Dividend Growth(%) | N/A | -10.4 | -32.7 | 8.0 | -9.6 | N/A | N/A | N/A | -92.7 | -10.9 | -11.5 | -23.5 | -8.1 | 27.6 | 0.0 | 13.7 | 8.5 | -4.1 | -5.8 | 2.0 | 2.0 | 0.0 | 11.1 | -2.2 | -30.3 | -8.3 | -15.3 | 0.0 | -1.2 | 13.2 | 0.0 | -8.4 | -1.2 | -1.2 | -14.1 | -20.2 | -16.2 | -4.5 | -7.2 | -2.9 | -2.8 | 5.4 | -1.2 | -5.6 | -6.2 | 2.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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