Find A Portfolio/Ticker
Comparison Box
WARYX: Waddell & Reed Advisor Retire Shares Y (MUTUAL FUND)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/22/2000 |
Last Dividend Date: | 12/11/2008 |
12-Mo. Yield | - |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/28/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/22/2000 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -32.7 | -10.3 | -1.3 | -3.3 | 9.8 | -47.8 | 16.2 | 6.6 | 16.3 | 4.8 | 26.2 | -20.2 | -12.4 | -1.5 |
Sharpe Ratio | NA | -0.67 | -0.36 | -0.12 | -0.2 | 0.69 | -1.0 | 0.74 | 0.23 | 1.16 | 0.27 | 1.93 | -0.9 | -0.59 | -0.47 |
Draw Down(%) | NA | 52.0 | 59.8 | 59.8 | 59.8 | 18.6 | 58.5 | 12.2 | 12.1 | 9.1 | 15.2 | 10.2 | 34.1 | 34.5 | 13.8 |
Standard Deviation(%) | NA | 49.5 | 33.4 | 27.6 | 24.4 | 25.6 | 48.6 | 18.0 | 14.0 | 12.2 | 14.0 | 13.2 | 23.6 | 25.4 | 39.1 |
Treynor Ratio | NA | -0.33 | -0.12 | -0.03 | -0.05 | 0.25 | -0.44 | 0.13 | 0.03 | 0.14 | 0.04 | 0.35 | -0.25 | -0.14 | -0.13 |
Alpha | NA | -0.16 | -0.07 | -0.05 | -0.02 | 0.01 | -0.04 | 0.04 | -0.04 | 0.04 | -0.02 | 0.02 | -0.01 | 0.01 | -0.04 |
Beta | NA | 1.0 | 1.02 | 1.03 | 0.98 | 0.71 | 1.11 | 1.06 | 1.15 | 1.01 | 1.08 | 0.72 | 0.86 | 1.08 | 1.44 |
RSquared | NA | 0.86 | 0.83 | 0.81 | 0.83 | 0.86 | 0.87 | 0.89 | 0.68 | 0.72 | 0.73 | 0.86 | 0.9 | 0.84 | 0.85 |
Yield(%) | N/A | 0.5 | 0.6 | 0.7 | N/A | 0.0 | 0.4 | 0.7 | 1.0 | 0.3 | 0.0 | 0.8 | 1.1 | 1.2 | 26.3 |
Dividend Growth(%) | N/A | 33.3 | 114.3 | N/A | N/A | -100.0 | -33.3 | -25.0 | 300.0 | N/A | -100.0 | -42.9 | -22.2 | -96.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/22/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |