Performance Comparison
Comparison Box

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.
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