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WACCX: WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS C (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 | 5.52% |
Expenses | 2.16% |
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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 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 | 1.6 | 2.0 | 6.3 | 7.1 | 5.0 | 1.0 | 10.4 | 1.3 | -1.3 | 6.3 | 22.4 | 10.8 | 2.1 | 15.7 | 13.4 | -20.3 | 12.0 | 9.8 | 3.8 | 6.4 | 17.9 | -10.2 | -8.6 | 4.7 | -6.3 |
Sharpe Ratio | NA | 0.87 | 0.26 | 0.73 | 0.46 | NA | 0.28 | 0.46 | 1.83 | 0.12 | -0.13 | 0.71 | 2.5 | 1.12 | 0.12 | 1.08 | 0.93 | -0.96 | 0.85 | 0.8 | 0.22 | 0.66 | 1.69 | -0.93 | -0.99 | 0.05 | -1.68 |
Draw Down(%) | NA | 7.3 | 14.5 | 14.5 | 30.3 | NA | 32.0 | 7.3 | 2.9 | 9.9 | 10.5 | 7.4 | 4.7 | 7.1 | 15.2 | 12.1 | 14.0 | 28.7 | 4.8 | 6.1 | 4.7 | 6.4 | 6.8 | 16.9 | 16.5 | 6.5 | 9.4 |
Standard Deviation(%) | NA | 7.3 | 8.9 | 9.0 | 13.0 | NA | 12.1 | 13.8 | 5.4 | 8.7 | 11.0 | 8.9 | 8.9 | 9.6 | 17.3 | 14.4 | 14.3 | 22.1 | 10.6 | 8.2 | 7.4 | 8.3 | 10.2 | 12.1 | 11.2 | 12.8 | 48.3 |
Treynor Ratio | NA | 0.05 | 0.02 | 0.05 | 0.06 | NA | 0.03 | 0.05 | 0.08 | 0.01 | -0.01 | 0.05 | 0.18 | 0.08 | 0.02 | 0.12 | 0.16 | -0.23 | 0.08 | 0.06 | 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 | 0.0 | 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 | 1.19 | 1.15 | 1.19 | 1.05 | NA | 1.0 | 1.17 | 1.21 | 1.05 | 1.23 | 1.29 | 1.25 | 1.27 | 1.25 | 1.34 | 0.84 | 0.93 | 1.13 | 1.18 | 1.1 | 1.12 | 1.04 | 0.84 | 0.84 | 0.81 | -0.33 |
RSquared | NA | 0.89 | 0.9 | 0.91 | 0.92 | NA | 0.87 | 0.95 | 0.82 | 0.88 | 0.94 | 0.92 | 0.92 | 0.94 | 0.97 | 0.97 | 0.93 | 0.96 | 0.94 | 0.93 | 0.94 | 0.89 | 0.94 | 0.94 | 0.87 | 0.8 | 0.0 |
Yield(%) | N/A | 5.5 | 5.0 | 5.6 | 4.6 | 5.3 | N/A | 0.0 | 5.7 | 2.8 | 7.8 | 4.1 | 5.5 | 5.4 | 2.5 | 5.7 | 0.6 | 1.8 | 5.2 | 3.2 | 2.7 | 0.4 | 0.3 | 0.8 | 1.2 | 10.8 | 0.5 |
Dividend Growth(%) | N/A | 103.8 | 19.5 | 95.3 | N/A | N/A | N/A | -100.0 | 103.8 | -67.5 | 95.1 | -14.6 | 9.1 | 109.5 | -51.2 | 975.0 | -73.3 | -63.4 | 70.8 | 20.0 | 566.7 | 50.0 | -60.0 | -44.4 | -89.3 | 2000.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/24/2000
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