Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS A) | NA | 12.17% | 0.62% | 4.11% | 3.12% | 9.09% | 8.71% | … | … |
Data as of 02/23/2018, Common starting date is 06/16/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS A) | 06/16/1995 | 02/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 12.17 | 0.62 | 4.11 | 3.12 | 9.09 | 8.71 | … | … | 1.52 | 15.92 | -2.70 | -8.22 | -5.27 | 25.25 | 18.92 | -8.25 | 8.90 | 24.91 | -25.92 | 43.62 | 20.26 | 23.68 | 13.04 | 10.93 | 3.28 | -10.70 | 21.35 | 21.86 | 9.26 | 12.14 | 5.39 | 3.42 |
| Sharpe Ratio | NA | 1.66 | 0.03 | 0.37 | 0.20 | NA | NA | … | … | 0.80 | 2.80 | -0.37 | -0.70 | -0.49 | 2.26 | 1.42 | -0.32 | 0.59 | 1.45 | -1.45 | 2.96 | 1.34 | 1.88 | 1.22 | 1.80 | 0.34 | -1.85 | 1.29 | 1.88 | 0.70 | -4.88 | 0.28 | 0.45 |
| Standard Deviation(%) | NA | 6.89 | 8.82 | 9.77 | 14.68 | NA | NA | … | … | 12.23 | 5.49 | 7.75 | 11.83 | 10.82 | 11.18 | 13.44 | 25.72 | 14.83 | 17.12 | 18.47 | 13.76 | 12.67 | 11.43 | 9.94 | 5.70 | 6.35 | 7.13 | 13.46 | 9.93 | 8.46 | 8.80 | 6.69 | 5.99 |
| Draw Down(%) | NA | 6.90 | 18.45 | 21.74 | 35.52 | NA | NA | … | … | 6.90 | 1.93 | 7.24 | 15.75 | 12.38 | 8.23 | 11.27 | 24.78 | 14.65 | 7.99 | 35.62 | 9.30 | 15.36 | 9.84 | 10.21 | 4.27 | 7.12 | 12.39 | 5.86 | 5.39 | 10.14 | 6.79 | 7.28 | 4.45 |
| Yield(%) | 0.00 | 7.68 | 2.33 | 6.91 | 4.91 | 9.76 | 9.64 | … | … | 0.00 | 8.01 | 0.00 | 0.00 | 19.40 | 5.39 | 2.50 | 1.08 | 1.01 | 0.44 | 18.71 | 8.50 | 15.79 | 4.13 | 2.70 | 0.80 | 1.31 | 2.06 | 12.76 | 4.55 | 6.91 | 11.60 | 3.01 | 1.86 |
Data as of 02/23/2018, Common starting date is 06/16/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS A) |
-5.42%
Dec 2013 – Dec 2016 |
0.77%
Apr 2011 – Apr 2016 |
3.05%
Dec 2007 – Dec 2017 |
7.32%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS A) |
31.29%
Oct 2004 – Oct 2007 |
22.13%
Feb 2003 – Feb 2008 |
14.85%
Oct 1997 – Oct 2007 |
11.74%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart