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WACYX: WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS Y (MUTUAL FUND)
Basic Info
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/14/1996 |
Last Dividend Date: | 12/14/2017 |
12-Mo. Yield | 5.35% |
Expenses | 0.92% |
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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 11/24/2000 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.8 | 2.5 | 7.2 | 8.3 | 5.7 | 6.3 | 1.0 | 11.6 | 2.5 | -0.2 | 7.6 | 23.7 | 12.1 | 3.4 | 17.2 | 14.8 | -19.3 | 13.2 | 11.2 | 5.0 | 7.9 | 19.5 | -9.3 | -7.4 | 6.0 | 0.8 | 5.3 | 6.2 | -2.0 |
Sharpe Ratio | NA | 1.02 | 0.39 | 0.86 | 0.55 | NA | NA | 0.34 | 0.46 | 2.08 | 0.26 | -0.02 | 0.85 | 2.68 | 1.26 | 0.19 | 1.18 | 1.02 | -0.91 | 0.96 | 0.97 | 0.38 | 0.86 | 1.85 | -0.86 | -0.88 | 0.15 | -0.17 | 0.19 | 0.19 | -0.51 |
Draw Down(%) | NA | 7.3 | 13.8 | 13.8 | 29.6 | NA | NA | 30.9 | 7.3 | 2.7 | 9.8 | 10.0 | 7.1 | 4.7 | 6.9 | 14.9 | 12.0 | 13.8 | 28.0 | 4.7 | 5.9 | 4.7 | 5.9 | 6.6 | 16.8 | 15.8 | 6.5 | 10.4 | 10.2 | 11.5 | 10.6 |
Standard Deviation(%) | NA | 7.2 | 8.9 | 9.0 | 13.0 | NA | NA | 12.0 | 13.6 | 5.3 | 8.7 | 11.1 | 8.9 | 8.9 | 9.6 | 17.4 | 14.4 | 14.4 | 22.0 | 10.6 | 8.2 | 7.5 | 8.1 | 10.2 | 12.1 | 11.3 | 12.6 | 14.3 | 10.7 | 14.3 | 11.7 |
Treynor Ratio | NA | 0.06 | 0.03 | 0.06 | 0.07 | NA | NA | 0.04 | 0.05 | 0.09 | 0.02 | 0.0 | 0.06 | 0.19 | 0.1 | 0.03 | 0.13 | 0.18 | -0.22 | 0.09 | 0.07 | 0.03 | 0.06 | 0.18 | -0.12 | -0.12 | 0.02 | -0.03 | 0.03 | 0.03 | -0.07 |
Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.02 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.02 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | 0.03 | -0.03 | -0.02 | -0.03 | -0.04 |
Beta | NA | 1.18 | 1.15 | 1.19 | 1.05 | NA | NA | 0.98 | 1.16 | 1.21 | 1.05 | 1.24 | 1.29 | 1.24 | 1.27 | 1.26 | 1.35 | 0.84 | 0.92 | 1.13 | 1.17 | 1.12 | 1.1 | 1.04 | 0.84 | 0.85 | 0.8 | 0.87 | 0.76 | 0.9 | 0.8 |
RSquared | NA | 0.89 | 0.91 | 0.91 | 0.92 | NA | NA | 0.82 | 0.96 | 0.83 | 0.89 | 0.93 | 0.92 | 0.92 | 0.94 | 0.97 | 0.97 | 0.93 | 0.96 | 0.94 | 0.92 | 0.93 | 0.89 | 0.93 | 0.94 | 0.88 | 0.82 | 0.47 | 0.68 | 0.47 | 0.32 |
Yield(%) | N/A | 6.6 | 6.0 | 6.7 | 5.8 | 7.0 | 4.8 | N/A | 0.0 | 6.9 | 3.7 | 9.0 | 5.1 | 6.6 | 6.7 | 3.7 | 7.1 | 1.9 | 2.7 | 6.5 | 4.6 | 3.8 | 1.7 | 1.5 | 1.7 | 2.5 | 12.3 | 2.5 | 3.2 | 3.4 | 3.2 |
Dividend Growth(%) | N/A | 88.2 | 15.9 | 69.9 | N/A | N/A | N/A | N/A | -100.0 | 88.2 | -63.0 | 80.4 | -12.1 | 5.5 | 77.4 | -42.6 | 315.4 | -43.5 | -55.8 | 48.6 | 25.0 | 133.3 | 33.3 | -18.2 | -38.9 | -81.2 | 380.0 | -20.0 | -3.8 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/24/2000
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