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UNIBX: Waddell & Reed Core Investment B (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/05/2000 |
Last Dividend Date: | 12/08/2016 |
12-Mo. Yield | 0.00% |
Expenses | 2.33% |
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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 | Since 04/05/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -1.7 | 0.1 | 7.3 | 7.7 | 3.5 | 3.4 | 2.4 | -1.8 | 8.3 | 31.6 | 16.9 | 0.3 | 19.0 | 21.8 | -35.3 | 12.9 | 15.8 | 7.6 | 8.6 | 16.0 | -23.0 | -16.1 | -2.2 |
Sharpe Ratio | NA | 0.26 | 0.28 | 0.55 | 0.21 | NA | 0.13 | 0.27 | 0.15 | -0.11 | 0.58 | 2.43 | 1.21 | 0.01 | 0.9 | 0.83 | -1.01 | 0.6 | 1.19 | 0.5 | 0.74 | 1.13 | -1.08 | -0.92 | -0.38 |
Draw Down(%) | NA | 9.4 | 18.0 | 18.0 | 50.7 | NA | 50.7 | 9.4 | 12.7 | 14.1 | 10.3 | 6.9 | 10.1 | 21.4 | 17.3 | 23.5 | 44.3 | 9.6 | 8.4 | 7.1 | 6.5 | 13.9 | 32.4 | 31.0 | 9.3 |
Standard Deviation(%) | NA | 13.8 | 15.6 | 15.0 | 21.2 | NA | 18.9 | 14.0 | 14.9 | 16.5 | 14.3 | 13.0 | 14.0 | 25.1 | 20.9 | 26.0 | 36.0 | 16.7 | 10.6 | 10.7 | 10.4 | 13.6 | 22.3 | 20.4 | 18.3 |
Treynor Ratio | NA | 0.04 | 0.05 | 0.08 | 0.05 | NA | 0.03 | 0.04 | 0.02 | -0.02 | 0.08 | 0.31 | 0.19 | 0.0 | 0.18 | 0.21 | -0.38 | 0.1 | 0.17 | 0.07 | 0.13 | 0.24 | -0.36 | -0.37 | -0.18 |
Alpha | NA | -0.07 | -0.05 | -0.04 | -0.03 | NA | 0.0 | -0.09 | 0.01 | -0.04 | -0.02 | -0.02 | 0.0 | 0.0 | 0.02 | -0.04 | 0.0 | 0.01 | 0.05 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.03 |
Beta | NA | 0.86 | 0.97 | 0.99 | 0.97 | NA | 0.77 | 0.96 | 0.94 | 0.98 | 1.0 | 1.03 | 0.92 | 0.93 | 1.07 | 1.03 | 0.94 | 0.97 | 0.74 | 0.77 | 0.61 | 0.64 | 0.66 | 0.51 | 0.39 |
RSquared | NA | 0.35 | 0.76 | 0.8 | 0.91 | NA | 0.81 | 0.37 | 0.87 | 0.93 | 0.91 | 0.92 | 0.91 | 0.96 | 0.96 | 0.94 | 0.95 | 0.93 | 0.82 | 0.72 | 0.72 | 0.83 | 0.89 | 0.76 | 0.63 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/05/2000
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