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WACBX: WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/15/1999 |
Last Dividend Date: | 12/14/2017 |
12-Mo. Yield | 5.28% |
Expenses | 2.29% |
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Performance Analytics (As of 08/18/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/24/2000 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 2.5 | 2.0 | 6.2 | 6.9 | 4.9 | 1.1 | 10.0 | 1.0 | -1.6 | 6.2 | 22.0 | 10.5 | 1.8 | 15.6 | 13.3 | -20.3 | 12.0 | 9.8 | 3.8 | 6.6 | 17.7 | -9.9 | -8.5 | 4.8 | -6.3 |
Sharpe Ratio | NA | 0.83 | 0.23 | 0.7 | 0.44 | NA | 0.27 | 0.46 | 1.75 | 0.09 | -0.15 | 0.69 | 2.47 | 1.09 | 0.1 | 1.08 | 0.91 | -0.96 | 0.85 | 0.79 | 0.21 | 0.68 | 1.67 | -0.91 | -0.99 | 0.06 | -1.68 |
Draw Down(%) | NA | 7.4 | 14.7 | 14.7 | 30.3 | NA | 32.0 | 7.4 | 2.9 | 9.9 | 10.6 | 7.4 | 4.7 | 7.1 | 15.3 | 12.1 | 14.0 | 28.7 | 4.8 | 6.1 | 4.7 | 6.4 | 6.8 | 16.9 | 16.4 | 6.5 | 9.4 |
Standard Deviation(%) | NA | 7.3 | 8.9 | 9.0 | 13.0 | NA | 12.0 | 13.8 | 5.4 | 8.7 | 11.1 | 8.9 | 8.9 | 9.7 | 17.3 | 14.3 | 14.5 | 22.1 | 10.6 | 8.2 | 7.6 | 8.2 | 10.2 | 12.0 | 11.1 | 12.5 | 48.3 |
Treynor Ratio | NA | 0.05 | 0.02 | 0.05 | 0.05 | NA | 0.03 | 0.05 | 0.08 | 0.01 | -0.01 | 0.05 | 0.18 | 0.08 | 0.01 | 0.12 | 0.16 | -0.23 | 0.08 | 0.05 | 0.01 | 0.05 | 0.16 | -0.13 | -0.13 | 0.01 | 2.42 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.01 | NA | -0.01 | 0.0 | -0.02 | -0.03 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.03 | 0.02 | -0.52 |
Beta | NA | 1.2 | 1.15 | 1.19 | 1.05 | NA | 1.0 | 1.18 | 1.22 | 1.05 | 1.24 | 1.28 | 1.25 | 1.28 | 1.25 | 1.33 | 0.84 | 0.93 | 1.12 | 1.18 | 1.12 | 1.11 | 1.05 | 0.84 | 0.84 | 0.8 | -0.33 |
RSquared | NA | 0.89 | 0.9 | 0.91 | 0.92 | NA | 0.87 | 0.95 | 0.82 | 0.88 | 0.93 | 0.92 | 0.92 | 0.94 | 0.97 | 0.97 | 0.93 | 0.96 | 0.94 | 0.93 | 0.93 | 0.89 | 0.94 | 0.94 | 0.87 | 0.82 | 0.0 |
Yield(%) | N/A | 5.3 | 4.8 | 5.4 | 4.4 | 5.2 | N/A | 0.0 | 5.5 | 2.7 | 7.5 | 4.1 | 5.4 | 5.2 | 2.3 | 5.7 | 0.4 | 1.5 | 5.2 | 3.2 | 2.7 | 0.4 | 0.2 | 0.9 | 1.5 | 10.9 | 0.5 |
Dividend Growth(%) | N/A | 100.0 | 15.3 | 97.5 | N/A | N/A | N/A | -100.0 | 100.0 | -67.1 | 85.4 | -12.8 | 9.3 | 126.3 | -55.8 | 1333.3 | -76.9 | -68.3 | 70.8 | 20.0 | 566.7 | 200.0 | -83.3 | -45.5 | -87.1 | 2025.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/24/2000
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