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WCABX: Waddell & Reed Advisors Bond Fd Class (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/15/1999 |
Last Dividend Date: | 09/14/2017 |
12-Mo. Yield | 0.62% |
Expenses | 1.87% |
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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 |
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 | -0.2 | 0.9 | 1.4 | 2.8 | 3.4 | 2.3 | 3.1 | -0.8 | 2.6 | -3.3 | 4.4 | 6.3 | 5.6 | 6.2 | -0.9 | 4.2 | 3.0 | 0.6 | 3.1 | 4.2 | 8.1 | 6.6 | 8.3 | -0.0 |
Sharpe Ratio | NA | -0.36 | 0.35 | 0.17 | 0.61 | NA | 0.6 | 0.78 | 0.83 | -0.22 | 1.01 | -0.91 | 1.44 | 1.34 | 1.31 | 1.28 | -0.3 | 0.33 | -0.11 | -0.52 | 0.58 | 0.88 | 1.77 | 0.97 | 1.16 | -1.05 |
Draw Down(%) | NA | 3.9 | 4.5 | 6.5 | 6.5 | NA | 6.5 | 1.5 | 4.5 | 2.9 | 1.1 | 6.5 | 1.5 | 2.0 | 4.0 | 2.0 | 6.4 | 2.2 | 2.2 | 2.8 | 4.3 | 4.6 | 2.5 | 3.4 | 3.1 | 1.5 |
Standard Deviation(%) | NA | 3.2 | 3.4 | 3.3 | 4.1 | NA | 3.9 | 3.0 | 3.4 | 3.6 | 2.5 | 3.7 | 3.1 | 4.7 | 4.2 | 4.8 | 6.0 | 3.7 | 2.8 | 3.0 | 3.8 | 4.0 | 4.0 | 4.5 | 3.7 | 3.4 |
Treynor Ratio | NA | -0.01 | 0.01 | 0.01 | 0.03 | NA | 0.03 | 0.03 | 0.04 | -0.01 | 0.04 | -0.04 | 0.05 | 0.07 | 0.08 | 0.1 | -0.03 | 0.02 | 0.0 | -0.02 | 0.03 | 0.05 | 0.11 | 0.07 | 0.07 | -0.06 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.02 |
Beta | NA | 0.84 | 0.79 | 0.8 | 0.71 | NA | 0.68 | 0.84 | 0.77 | 0.78 | 0.71 | 0.89 | 0.84 | 0.88 | 0.72 | 0.62 | 0.61 | 0.7 | 0.64 | 0.64 | 0.71 | 0.7 | 0.63 | 0.63 | 0.57 | 0.55 |
RSquared | NA | 0.72 | 0.74 | 0.75 | 0.73 | NA | 0.72 | 0.67 | 0.68 | 0.83 | 0.72 | 0.79 | 0.72 | 0.83 | 0.77 | 0.81 | 0.63 | 0.78 | 0.68 | 0.66 | 0.8 | 0.81 | 0.72 | 0.74 | 0.56 | 0.67 |
Yield(%) | N/A | 3.6 | 2.6 | 2.2 | 2.7 | 3.2 | N/A | 1.1 | 3.4 | 2.7 | 1.9 | 2.0 | 1.9 | 2.3 | 3.0 | 3.9 | 3.5 | 3.8 | 3.9 | 5.0 | 5.2 | 4.2 | 3.9 | 4.2 | 4.6 | 1.5 |
Dividend Growth(%) | N/A | 64.3 | 28.9 | -18.9 | N/A | N/A | N/A | -66.7 | 23.5 | 41.7 | -7.7 | 8.3 | -14.3 | -22.2 | -21.7 | 4.5 | -4.3 | -4.2 | -25.0 | -5.9 | 25.9 | 12.5 | -7.7 | -3.7 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/24/2000
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