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UNVGX: WADDELL & REED ADVISORS VANGUARD FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/09/1980 |
Last Dividend Date: | 02/21/2018 |
12-Mo. Yield | 12.61% |
Expenses | 1.25% |
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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 | 4.3 | 5.8 | 11.0 | 10.7 | 8.2 | 9.0 | 3.3 | 29.2 | 1.0 | 6.9 | 11.4 | 35.0 | 10.5 | 2.2 | 13.6 | 25.6 | -39.5 | 27.9 | 2.7 | 15.2 | 5.6 | 30.1 | -20.4 | -24.7 | -1.1 | 43.9 | 31.2 | 19.6 | 7.7 | 18.3 | -2.4 | 11.5 | 3.4 | 26.1 | -7.2 | 5.6 | 12.0 | -13.3 | 2.4 | 23.1 | -3.2 | 9.7 | 44.4 | 6.8 | 54.2 |
Sharpe Ratio | NA | 1.71 | 0.68 | 1.05 | 0.43 | NA | NA | 0.35 | 0.88 | 2.98 | 0.06 | 0.4 | 0.74 | 2.64 | 0.73 | 0.08 | 0.66 | 1.13 | -1.11 | 1.42 | -0.04 | 1.14 | 0.33 | 1.65 | -0.96 | -1.07 | -0.15 | 1.71 | 1.25 | 0.93 | 0.32 | 0.9 | -0.36 | 0.85 | 0.09 | 1.72 | -0.82 | 0.0 | 0.56 | -0.54 | -0.09 | 1.99 | -1.19 | 0.19 | 1.79 | -0.23 | 3.95 |
Draw Down(%) | NA | 9.7 | 16.5 | 16.5 | 46.9 | NA | NA | 55.0 | 9.7 | 3.5 | 13.7 | 12.4 | 9.5 | 8.2 | 11.7 | 19.1 | 16.8 | 18.7 | 48.1 | 8.4 | 11.7 | 7.9 | 16.1 | 9.6 | 27.2 | 39.5 | 25.2 | 13.7 | 24.8 | 12.3 | 13.6 | 13.4 | 13.4 | 8.5 | 13.0 | 8.4 | 22.5 | 17.8 | 8.6 | 36.9 | 16.6 | 6.4 | 12.8 | 18.3 | 3.5 | 10.0 | 2.0 |
Standard Deviation(%) | NA | 13.6 | 15.0 | 14.8 | 20.6 | NA | NA | 19.0 | 26.6 | 9.6 | 14.8 | 17.2 | 15.4 | 13.2 | 14.5 | 27.0 | 20.4 | 22.5 | 36.4 | 17.6 | 13.7 | 11.4 | 14.0 | 17.9 | 22.4 | 25.6 | 33.7 | 23.8 | 22.3 | 17.3 | 13.1 | 16.0 | 14.7 | 11.0 | 11.3 | 12.9 | 15.2 | 15.8 | 13.0 | 32.0 | 19.6 | 9.0 | 8.3 | 19.1 | 20.5 | 14.4 | 22.5 |
Treynor Ratio | NA | 0.21 | 0.1 | 0.15 | 0.09 | NA | NA | 0.09 | 0.2 | 0.27 | 0.01 | 0.07 | 0.1 | 0.33 | 0.11 | 0.02 | 0.13 | 0.28 | -0.42 | 0.24 | -0.01 | 0.15 | 0.05 | 0.34 | -0.32 | -0.4 | -0.06 | 0.4 | 0.33 | 0.2 | 0.06 | 0.16 | -0.06 | 0.11 | 0.01 | 0.32 | -0.18 | 0.0 | 0.1 | -1.33 | -0.06 | 2.31 | -17.93 | 0.07 | 0.52 | -0.05 | 1.06 |
Alpha | NA | -0.03 | -0.01 | -0.01 | -0.01 | NA | NA | 0.02 | -0.13 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.01 | 0.01 | -0.02 | -0.02 | 0.06 | 0.0 | 0.02 | 0.0 | 0.02 | 0.02 | -0.02 | 0.07 | 0.09 | 0.02 | 0.01 | -0.01 | -0.03 | -0.02 | 0.05 | 0.01 | -0.02 | -0.04 | -0.07 | 0.02 | -0.03 | 0.02 | 0.06 | -0.04 | 0.02 | 0.1 | 0.02 | 0.1 |
Beta | NA | 1.11 | 1.04 | 1.05 | 0.99 | NA | NA | 0.73 | 1.15 | 1.07 | 0.98 | 1.05 | 1.1 | 1.07 | 0.96 | 1.01 | 1.04 | 0.9 | 0.96 | 1.03 | 0.98 | 0.89 | 0.9 | 0.87 | 0.67 | 0.68 | 0.88 | 1.03 | 0.85 | 0.78 | 0.65 | 0.9 | 0.86 | 0.84 | 0.79 | 0.7 | 0.68 | 0.68 | 0.75 | 0.13 | 0.27 | 0.08 | 0.01 | 0.52 | 0.71 | 0.62 | 0.84 |
RSquared | NA | 0.85 | 0.93 | 0.94 | 0.96 | NA | NA | 0.62 | 0.79 | 0.92 | 0.96 | 0.97 | 0.96 | 0.94 | 0.94 | 0.98 | 0.97 | 0.97 | 0.98 | 0.93 | 0.87 | 0.84 | 0.87 | 0.87 | 0.9 | 0.88 | 0.82 | 0.84 | 0.85 | 0.83 | 0.5 | 0.35 | 0.4 | 0.58 | 0.6 | 0.73 | 0.74 | 0.35 | 0.83 | 0.03 | 0.1 | 0.03 | 0.0 | 0.25 | 0.51 | 0.59 | 0.52 |
Yield(%) | N/A | 12.6 | 9.0 | 12.8 | 7.1 | 9.7 | 7.8 | N/A | 4.6 | 7.8 | 6.7 | 10.0 | 11.5 | 19.3 | 4.9 | 0.0 | 0.0 | 0.3 | 5.4 | 11.3 | 8.6 | 5.2 | 0.1 | 0.0 | 0.0 | 0.2 | 14.3 | 9.5 | 1.7 | 24.5 | 16.8 | 0.7 | 0.3 | 0.5 | 0.6 | 4.8 | 2.9 | 4.0 | 2.8 | 3.0 | 2.7 | 4.4 | 5.2 | 2.4 | 6.8 | 6.8 | 4.9 |
Dividend Growth(%) | N/A | 97.0 | -12.9 | 479.9 | 32.7 | N/A | N/A | N/A | -29.2 | 14.3 | -36.4 | -13.2 | -34.1 | 322.0 | N/A | N/A | -100.0 | -96.4 | -45.0 | 20.5 | 88.6 | 4300.0 | N/A | N/A | -100.0 | -98.9 | 103.4 | 625.0 | -93.4 | 29.8 | 2720.0 | 150.0 | -33.3 | -25.0 | -84.0 | 47.1 | -26.1 | 53.3 | -21.1 | 11.8 | -26.1 | -23.3 | 130.8 | -51.9 | 0.0 | 107.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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