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WCASX: WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS C (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 | 1.95% |
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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 | 0.7 | 3.7 | 8.2 | 6.8 | 1.5 | 14.9 | -3.4 | -9.1 | -6.0 | 24.2 | 18.0 | -9.0 | 7.9 | 23.9 | -26.5 | 42.5 | 19.2 | 22.6 | 12.1 | 10.1 | 2.0 | -11.0 | 20.4 | 3.2 |
Sharpe Ratio | NA | 1.51 | -0.06 | 0.28 | 0.14 | NA | 0.48 | 0.77 | 2.57 | -0.48 | -0.77 | -0.55 | 2.17 | 1.34 | -0.35 | 0.53 | 1.38 | -1.48 | 2.88 | 1.25 | 1.79 | 1.13 | 1.61 | 0.15 | -1.89 | 1.21 | 6.71 |
Draw Down(%) | NA | 6.9 | 19.0 | 23.0 | 35.9 | NA | 36.1 | 6.9 | 1.9 | 7.3 | 16.0 | 12.8 | 8.4 | 11.4 | 24.9 | 14.7 | 8.0 | 36.1 | 9.3 | 15.5 | 10.0 | 10.3 | 4.3 | 7.3 | 12.7 | 6.0 | 2.5 |
Standard Deviation(%) | NA | 7.0 | 8.8 | 9.8 | 14.7 | NA | 13.1 | 12.4 | 5.6 | 7.6 | 11.8 | 10.9 | 11.1 | 13.5 | 25.7 | 14.9 | 17.2 | 18.5 | 13.8 | 12.7 | 11.5 | 9.9 | 5.8 | 6.2 | 7.2 | 13.5 | 15.4 |
Treynor Ratio | NA | 0.09 | 0.0 | 0.02 | 0.02 | NA | 0.07 | 0.09 | 0.12 | -0.05 | -0.07 | -0.04 | 0.19 | 0.12 | -0.05 | 0.07 | 0.27 | -0.38 | 0.27 | 0.11 | 0.14 | 0.1 | 0.44 | 0.08 | -1.5 | 0.15 | -7.73 |
Alpha | NA | 0.0 | -0.02 | -0.01 | -0.01 | NA | 0.0 | 0.0 | 0.0 | -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 | -0.05 | 0.04 | 0.32 |
Beta | NA | 1.14 | 1.07 | 1.16 | 1.08 | NA | 0.92 | 1.06 | 1.23 | 0.81 | 1.35 | 1.35 | 1.26 | 1.45 | 1.64 | 1.2 | 0.88 | 0.73 | 1.46 | 1.5 | 1.43 | 1.12 | 0.21 | 0.11 | 0.09 | 1.12 | -0.13 |
RSquared | NA | 0.79 | 0.79 | 0.75 | 0.69 | NA | 0.53 | 0.87 | 0.74 | 0.81 | 0.86 | 0.71 | 0.72 | 0.81 | 0.88 | 0.77 | 0.5 | 0.65 | 0.73 | 0.77 | 0.59 | 0.71 | 0.11 | 0.06 | 0.02 | 0.33 | 0.0 |
Yield(%) | N/A | 6.9 | 2.1 | 6.6 | 4.5 | 8.9 | N/A | 0.0 | 7.2 | 0.0 | 0.0 | 19.3 | 5.0 | 1.3 | 0.3 | 0.2 | 0.0 | 18.5 | 7.4 | 15.6 | 3.5 | 1.7 | 0.0 | 0.3 | 1.6 | 12.1 | 0.0 |
Dividend Growth(%) | N/A | N/A | -80.6 | 30.8 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 344.0 | 354.5 | 266.7 | 50.0 | N/A | -100.0 | 239.1 | -52.1 | 453.8 | 116.7 | N/A | -100.0 | -81.8 | -85.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/22/2000
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