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WBASX: WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/15/1999 |
Last Dividend Date: | 12/19/2017 |
12-Mo. Yield | 0.00% |
Expenses | 2.05% |
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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 11/22/2000 |
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 | 1.9 | 0.6 | 3.5 | 8.1 | 6.6 | 1.4 | 14.7 | -3.7 | -9.1 | -6.2 | 24.0 | 17.8 | -9.1 | 7.9 | 23.8 | -26.5 | 42.4 | 19.1 | 22.6 | 12.0 | 10.1 | 2.0 | -11.0 | 20.3 | 3.2 |
Sharpe Ratio | NA | 1.48 | -0.09 | 0.26 | 0.13 | NA | 0.47 | 0.71 | 2.52 | -0.51 | -0.78 | -0.57 | 2.16 | 1.33 | -0.35 | 0.52 | 1.38 | -1.48 | 2.87 | 1.26 | 1.79 | 1.12 | 1.64 | 0.15 | -1.9 | 1.1 | 6.71 |
Draw Down(%) | NA | 6.9 | 19.1 | 23.3 | 35.9 | NA | 36.1 | 6.9 | 1.9 | 7.3 | 16.0 | 12.9 | 8.3 | 11.4 | 24.9 | 14.7 | 8.0 | 36.1 | 9.4 | 15.5 | 10.0 | 10.3 | 4.3 | 7.3 | 12.7 | 6.0 | 2.5 |
Standard Deviation(%) | NA | 7.0 | 8.8 | 9.7 | 14.7 | NA | 13.1 | 12.2 | 5.6 | 7.7 | 11.8 | 10.9 | 11.1 | 13.5 | 25.7 | 14.9 | 17.2 | 18.5 | 13.8 | 12.6 | 11.4 | 9.9 | 5.7 | 6.3 | 7.1 | 14.7 | 15.4 |
Treynor Ratio | NA | 0.09 | -0.01 | 0.02 | 0.02 | NA | 0.07 | 0.08 | 0.11 | -0.05 | -0.07 | -0.05 | 0.19 | 0.12 | -0.06 | 0.07 | 0.27 | -0.37 | 0.27 | 0.11 | 0.14 | 0.1 | 0.46 | 0.08 | -1.55 | 0.14 | -7.73 |
Alpha | NA | 0.0 | -0.02 | -0.02 | -0.01 | NA | 0.0 | 0.0 | -0.01 | -0.03 | -0.03 | -0.03 | 0.02 | 0.01 | -0.01 | -0.01 | 0.02 | -0.06 | 0.06 | -0.01 | 0.02 | -0.01 | 0.01 | 0.01 | -0.06 | 0.04 | 0.32 |
Beta | NA | 1.13 | 1.07 | 1.16 | 1.08 | NA | 0.92 | 1.05 | 1.24 | 0.82 | 1.34 | 1.36 | 1.25 | 1.45 | 1.65 | 1.2 | 0.88 | 0.73 | 1.46 | 1.49 | 1.44 | 1.12 | 0.2 | 0.12 | 0.09 | 1.13 | -0.13 |
RSquared | NA | 0.8 | 0.79 | 0.75 | 0.69 | NA | 0.53 | 0.88 | 0.75 | 0.81 | 0.86 | 0.71 | 0.71 | 0.81 | 0.88 | 0.77 | 0.51 | 0.65 | 0.73 | 0.77 | 0.6 | 0.71 | 0.1 | 0.07 | 0.02 | 0.28 | 0.0 |
Yield(%) | N/A | 6.8 | 2.0 | 6.6 | 4.5 | 8.8 | N/A | 0.0 | 7.0 | 0.0 | 0.0 | 19.2 | 5.0 | 1.1 | 0.2 | 0.2 | 0.0 | 18.4 | 7.3 | 15.6 | 3.5 | 1.6 | 0.0 | 0.3 | 1.6 | 11.9 | 0.0 |
Dividend Growth(%) | N/A | N/A | -81.0 | 31.3 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 340.0 | 455.6 | 350.0 | 0.0 | N/A | -100.0 | 242.6 | -52.8 | 453.8 | 136.4 | N/A | -100.0 | -81.8 | -85.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/22/2000
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