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WYABX: WADDELL & REED ADVISORS BOND FUND CLASS Y (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/14/1995 |
Last Dividend Date: | 09/14/2017 |
12-Mo. Yield | 0.00% |
Expenses | 0.68% |
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Performance Analytics (As of 08/21/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/24/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -1.2 | 0.7 | 1.8 | 3.8 | 4.5 | 4.4 | -0.1 | 4.3 | 0.4 | 3.8 | -2.0 | 5.7 | 7.4 | 6.4 | 7.4 | 0.4 | 5.6 | 4.4 | 1.8 | 4.6 | 5.2 | 9.3 | 7.8 | 9.4 | -0.8 | 7.5 | 9.9 | 3.3 | 6.7 |
Sharpe Ratio | NA | -0.62 | 0.31 | 0.3 | 0.79 | NA | NA | 0.34 | -0.14 | 1.22 | 0.1 | 1.5 | -0.55 | 1.84 | 1.56 | 1.49 | 1.55 | -0.09 | 0.74 | 0.37 | -0.14 | 0.95 | 1.13 | 1.96 | 1.24 | 1.51 | -0.98 | 0.89 | -9.33 | -0.03 | 2.55 |
Draw Down(%) | NA | 4.2 | 4.2 | 6.1 | 6.1 | NA | NA | 6.1 | 4.2 | 4.1 | 2.7 | 1.0 | 6.1 | 1.4 | 1.9 | 3.9 | 2.0 | 5.6 | 2.1 | 1.7 | 2.5 | 4.4 | 4.5 | 2.4 | 3.2 | 3.0 | 3.4 | 3.7 | 2.6 | 4.8 | 1.8 |
Standard Deviation(%) | NA | 5.0 | 4.0 | 3.7 | 4.2 | NA | NA | 4.2 | 5.2 | 3.3 | 3.6 | 2.5 | 3.7 | 3.1 | 4.8 | 4.2 | 4.7 | 5.9 | 3.6 | 2.9 | 2.9 | 3.8 | 3.9 | 4.2 | 4.5 | 3.6 | 4.1 | 4.7 | 4.8 | 5.9 | 4.5 |
Treynor Ratio | NA | -0.04 | 0.02 | 0.01 | 0.05 | NA | NA | 0.02 | -0.01 | 0.05 | 0.0 | 0.05 | -0.02 | 0.07 | 0.08 | 0.09 | 0.12 | -0.01 | 0.04 | 0.02 | -0.01 | 0.05 | 0.07 | 0.12 | 0.09 | 0.09 | -0.06 | 0.06 | -0.7 | 0.0 | 0.15 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.06 | 0.0 | 0.01 |
Beta | NA | 0.78 | 0.77 | 0.79 | 0.71 | NA | NA | 0.69 | 0.76 | 0.75 | 0.77 | 0.72 | 0.91 | 0.85 | 0.88 | 0.73 | 0.61 | 0.6 | 0.68 | 0.65 | 0.64 | 0.72 | 0.68 | 0.66 | 0.62 | 0.57 | 0.66 | 0.66 | 0.65 | 0.82 | 0.75 |
RSquared | NA | 0.25 | 0.49 | 0.57 | 0.67 | NA | NA | 0.66 | 0.19 | 0.68 | 0.84 | 0.72 | 0.83 | 0.73 | 0.83 | 0.8 | 0.81 | 0.63 | 0.77 | 0.66 | 0.69 | 0.81 | 0.79 | 0.7 | 0.73 | 0.59 | 0.69 | 0.58 | 0.34 | 0.71 | 0.68 |
Yield(%) | N/A | 3.9 | 3.2 | 3.2 | 3.8 | 4.0 | 4.5 | N/A | 1.3 | 4.2 | 3.1 | 3.8 | 3.6 | 3.6 | 4.2 | 4.1 | 4.1 | 4.0 | 3.8 | 4.1 | 5.2 | 5.5 | 5.1 | 5.3 | 5.8 | 6.1 | 5.6 | 5.8 | 6.1 | 5.8 | 3.3 |
Dividend Growth(%) | N/A | 25.0 | -15.3 | -13.8 | N/A | N/A | N/A | N/A | -69.2 | 30.0 | -16.7 | 0.0 | 4.3 | -11.5 | 4.0 | 4.2 | -4.0 | 8.7 | -8.0 | -24.2 | -8.3 | 9.1 | 0.0 | -8.3 | 0.0 | 0.0 | -2.7 | 0.0 | 0.0 | 85.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/24/2000
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