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WRRBX: W&R Adv:Retirement;B (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/21/2000 |
Last Dividend Date: | 12/14/2006 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 07/28/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/21/2000 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -33.6 | -11.5 | -2.7 | -6.4 | 8.9 | -48.6 | 14.8 | 5.2 | 14.8 | 3.3 | 24.3 | -21.3 | -13.5 | -18.2 |
Sharpe Ratio | NA | -0.7 | -0.41 | -0.17 | -0.34 | 0.63 | -1.04 | 0.66 | 0.13 | 1.04 | 0.17 | 1.76 | -0.94 | -0.64 | -1.56 |
Draw Down(%) | NA | 52.3 | 60.5 | 60.5 | 60.5 | 18.8 | 58.9 | 12.2 | 12.4 | 9.3 | 15.8 | 10.7 | 34.7 | 35.0 | 23.9 |
Standard Deviation(%) | NA | 48.3 | 32.7 | 27.1 | 24.2 | 25.5 | 47.6 | 18.0 | 14.1 | 12.2 | 14.0 | 13.4 | 23.7 | 25.2 | 30.0 |
Treynor Ratio | NA | -0.21 | -0.08 | -0.03 | -0.05 | 0.14 | -0.27 | 0.06 | 0.01 | 0.08 | 0.01 | 0.18 | -0.14 | -0.09 | -0.22 |
Alpha | NA | -0.18 | -0.08 | -0.06 | -0.04 | -0.01 | -0.06 | 0.02 | -0.04 | 0.03 | -0.04 | -0.01 | -0.02 | -0.02 | -0.06 |
Beta | NA | 1.59 | 1.66 | 1.67 | 1.67 | 1.17 | 1.81 | 1.84 | 1.76 | 1.62 | 1.69 | 1.31 | 1.61 | 1.89 | 2.1 |
RSquared | NA | 0.78 | 0.77 | 0.76 | 0.8 | 0.86 | 0.79 | 0.87 | 0.7 | 0.75 | 0.71 | 0.85 | 0.89 | 0.87 | 0.9 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 21.8 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -99.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/21/2000
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