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WYASX: WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS Y (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/15/1995 |
Last Dividend Date: | 12/19/2017 |
12-Mo. Yield | 0.00% |
Expenses | 0.84% |
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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 | 20 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 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 2.1 | 1.3 | 4.6 | 9.5 | 8.7 | 8.0 | 1.5 | 16.3 | -2.3 | -8.0 | -5.0 | 25.5 | 19.4 | -7.9 | 9.5 | 25.4 | -25.7 | 44.2 | 20.4 | 24.1 | 13.7 | 11.4 | 3.7 | -9.9 | 21.8 | 18.7 | 5.0 | 3.7 | 5.8 | 0.9 |
Sharpe Ratio | NA | 1.7 | 0.07 | 0.4 | 0.22 | NA | NA | 0.41 | 0.8 | 2.83 | -0.32 | -0.68 | -0.46 | 2.3 | 1.43 | -0.31 | 0.64 | 1.47 | -1.44 | 2.99 | 1.35 | 1.9 | 1.29 | 1.84 | 0.42 | -1.75 | 1.31 | 1.37 | 0.18 | -4.21 | 0.33 | 2.32 |
Draw Down(%) | NA | 6.8 | 18.3 | 21.4 | 35.5 | NA | NA | 35.5 | 6.8 | 1.9 | 7.2 | 15.6 | 12.2 | 8.2 | 11.2 | 24.7 | 14.3 | 7.9 | 35.5 | 9.3 | 15.4 | 9.7 | 10.2 | 4.3 | 7.2 | 11.6 | 5.9 | 6.7 | 10.8 | 11.6 | 7.2 | 1.3 |
Standard Deviation(%) | NA | 6.9 | 8.8 | 9.8 | 14.7 | NA | NA | 12.6 | 12.2 | 5.5 | 7.8 | 11.8 | 10.9 | 11.1 | 13.6 | 25.6 | 14.8 | 17.3 | 18.5 | 13.8 | 12.7 | 11.5 | 9.9 | 5.8 | 6.3 | 7.1 | 13.5 | 11.3 | 9.3 | 12.2 | 6.7 | 11.5 |
Treynor Ratio | NA | 0.1 | 0.01 | 0.03 | 0.03 | NA | NA | 0.06 | 0.09 | 0.13 | -0.03 | -0.06 | -0.04 | 0.2 | 0.13 | -0.05 | 0.08 | 0.29 | -0.37 | 0.28 | 0.11 | 0.15 | 0.11 | 0.53 | 0.22 | -1.54 | 0.16 | 0.25 | 0.04 | -0.47 | 0.04 | 0.16 |
Alpha | NA | 0.0 | -0.02 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.03 | -0.03 | 0.02 | 0.02 | 0.0 | -0.01 | 0.02 | -0.05 | 0.06 | -0.01 | 0.02 | -0.01 | 0.02 | 0.01 | -0.05 | 0.05 | 0.0 | 0.01 | -0.01 | -0.01 | -0.15 |
Beta | NA | 1.13 | 1.07 | 1.16 | 1.08 | NA | NA | 0.88 | 1.05 | 1.22 | 0.83 | 1.34 | 1.36 | 1.25 | 1.46 | 1.64 | 1.19 | 0.88 | 0.73 | 1.46 | 1.5 | 1.45 | 1.12 | 0.2 | 0.12 | 0.08 | 1.13 | 0.63 | 0.39 | 1.08 | 0.6 | 1.66 |
RSquared | NA | 0.8 | 0.8 | 0.75 | 0.69 | NA | NA | 0.48 | 0.89 | 0.74 | 0.81 | 0.86 | 0.71 | 0.71 | 0.81 | 0.88 | 0.77 | 0.5 | 0.64 | 0.73 | 0.77 | 0.6 | 0.72 | 0.1 | 0.07 | 0.02 | 0.33 | 0.13 | 0.2 | 0.23 | 0.19 | 0.47 |
Yield(%) | N/A | 8.1 | 2.5 | 7.1 | 5.1 | 10.2 | 9.8 | N/A | 0.0 | 8.4 | 0.0 | 0.0 | 19.5 | 5.7 | 3.0 | 1.4 | 1.5 | 1.0 | 18.8 | 8.8 | 16.0 | 4.4 | 3.2 | 1.3 | 2.0 | 3.0 | 13.2 | 1.4 | 2.9 | 3.5 | 3.2 | 0.9 |
Dividend Growth(%) | N/A | N/A | -78.3 | 19.1 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 296.6 | 123.1 | 100.0 | 0.0 | 85.7 | -97.1 | 189.2 | -44.3 | 351.5 | 50.0 | 175.0 | -33.3 | -42.9 | -75.3 | 962.5 | -50.0 | -15.8 | 11.8 | 240.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/22/2000
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