Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/23/2018.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
UMUHX (WADDELL & REED ADVISORS MUNICIPAL HIGH INCOME FUND CLASS A) | NA | 2.22% | 2.30% | 3.18% | 4.86% | 4.82% | 4.42% | 6.05% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
UMUHX (WADDELL & REED ADVISORS MUNICIPAL HIGH INCOME FUND CLASS A) | 01/24/1986 | 02/23/2018 |
The return data shown below all have the same latest date: 02/23/2018.
AR inception is since 01/24/1986.
AR inception is since 01/24/1986.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.21 | 2.22 | 2.30 | 3.18 | 4.86 | 4.82 | 4.42 | 6.05 | -0.95 | 3.99 | 0.49 | 4.52 | 13.27 | -4.01 | 11.18 | 9.36 | 4.88 | 29.46 | -17.94 | -0.12 | 6.90 | 7.11 | 6.12 | 4.87 | 5.39 | 5.15 | 5.40 | -5.17 | 6.85 | 11.79 | 6.92 | 16.75 | -3.57 | 11.68 | 9.27 | 11.92 | 7.18 | 10.82 | 9.40 | -0.14 | 14.55 |
Sharpe Ratio | NA | 0.68 | 0.83 | 1.08 | 1.33 | NA | NA | 1.14 | -3.52 | 1.53 | 0.10 | 1.94 | 5.28 | -1.10 | 4.68 | 3.23 | 1.50 | 6.85 | -3.12 | -1.10 | 1.64 | 2.00 | 1.83 | 1.34 | 1.60 | 1.28 | 0.51 | -2.76 | 1.43 | 2.94 | 0.86 | 3.54 | -1.33 | 3.17 | 2.28 | 2.91 | 0.61 | 1.76 | 1.35 | -0.78 | 2.72 |
Standard Deviation(%) | NA | 2.21 | 2.38 | 2.75 | 3.46 | NA | NA | 3.34 | 2.08 | 2.21 | 2.67 | 2.32 | 2.51 | 3.69 | 2.40 | 2.89 | 3.19 | 4.29 | 6.03 | 2.87 | 2.21 | 2.47 | 2.83 | 3.12 | 2.68 | 2.24 | 2.64 | 3.04 | 2.46 | 2.80 | 3.92 | 3.65 | 4.90 | 3.02 | 2.99 | 2.79 | 3.11 | 2.89 | 3.48 | 5.36 | 4.23 |
Draw Down(%) | NA | 1.05 | 4.71 | 8.34 | 19.53 | NA | NA | 20.82 | 0.95 | 1.05 | 4.71 | 1.27 | 0.82 | 8.34 | 1.37 | 2.60 | 5.52 | 1.90 | 20.41 | 2.98 | 0.79 | 1.00 | 3.41 | 3.85 | 2.83 | 1.77 | 2.33 | 7.25 | 1.40 | 0.90 | 3.02 | 1.50 | 7.58 | 1.65 | 2.49 | 1.00 | 2.61 | 0.82 | 2.36 | 6.95 | 1.56 |
Yield(%) | 0.00 | 3.89 | 4.24 | 4.51 | 4.95 | 4.91 | 4.59 | 6.11 | 0.32 | 3.92 | 4.40 | 5.00 | 5.65 | 4.59 | 4.92 | 5.79 | 5.13 | 6.87 | 4.91 | 4.61 | 4.75 | 5.12 | 4.92 | 5.14 | 5.06 | 5.46 | 6.06 | 5.56 | 8.09 | 7.51 | 6.62 | 6.99 | 6.24 | 6.62 | 7.03 | 7.59 | 7.87 | 8.38 | 8.62 | 8.36 | 8.02 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
UMUHX (WADDELL & REED ADVISORS MUNICIPAL HIGH INCOME FUND CLASS A) |
-4.31%
Dec 2005 - Dec 2008 |
-0.08%
Dec 2003 - Dec 2008 |
1.47%
Dec 1998 - Dec 2008 |
3.45%
Dec 1993 - Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
UMUHX (WADDELL & REED ADVISORS MUNICIPAL HIGH INCOME FUND CLASS A) |
14.08%
Dec 2008 - Dec 2011 |
10.72%
Aug 1988 - Aug 1993 |
9.14%
Aug 1988 - Aug 1998 |
7.30%
May 1986 - May 2001 |
Annualized Rolling Returns Comparison Chart