Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNBDX (WADDELL & REED ADVISORS BOND FUND CLASS A) | NA | -0.32% | 2.07% | 1.45% | 3.50% | 3.58% | 4.25% | … | … |
Data as of 10/13/2017, Common starting date is 01/03/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNBDX (WADDELL & REED ADVISORS BOND FUND CLASS A) | 01/03/1980 | 10/13/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | -0.32 | 2.07 | 1.45 | 3.50 | 3.58 | 4.25 | … | … | 2.28 | 3.96 | 0.13 | 3.55 | -2.32 | 5.36 | 7.29 | 5.66 | 7.08 | -0.13 | 5.31 | 3.96 | 1.41 | 4.25 | 4.12 | 8.02 | 7.50 | 9.13 | -1.08 | 7.27 | 9.77 | 3.22 | 20.51 | -5.76 | 13.22 | 7.50 | 18.79 | 4.11 | 10.30 | 7.97 | 3.89 | 15.23 | 25.43 | 12.65 | 11.26 | 37.57 | 3.07 | -0.28 |
| Sharpe Ratio | NA | -0.25 | 0.54 | 0.40 | 0.80 | NA | NA | … | … | 0.73 | 1.07 | 0.03 | 1.48 | -0.64 | 1.82 | 1.52 | 1.34 | 1.48 | -0.18 | 0.65 | 0.24 | -0.26 | 0.87 | 0.85 | 1.64 | 1.18 | 1.46 | -1.09 | 0.81 | -10.94 | -0.05 | 2.87 | -1.45 | 1.15 | 0.89 | 2.73 | -0.22 | 1.30 | 1.08 | -0.03 | 1.94 | 3.96 | 0.97 | 0.43 | 2.05 | -0.45 | -0.35 |
| Standard Deviation(%) | NA | 3.35 | 3.41 | 3.29 | 4.06 | NA | NA | … | … | 3.19 | 3.49 | 3.62 | 2.39 | 3.70 | 2.94 | 4.77 | 4.17 | 4.72 | 5.96 | 3.51 | 2.81 | 2.88 | 3.77 | 4.02 | 4.22 | 4.47 | 3.49 | 3.96 | 4.86 | 4.14 | 6.09 | 5.82 | 6.00 | 9.69 | 5.72 | 5.48 | 5.31 | 3.52 | 3.04 | 4.53 | 5.68 | 5.11 | 6.09 | 11.99 | 14.60 | 15.39 | 23.88 |
| Draw Down(%) | NA | 3.64 | 4.20 | 6.06 | 6.06 | NA | NA | … | … | 1.74 | 4.20 | 2.77 | 1.03 | 6.06 | 1.59 | 2.00 | 3.97 | 2.02 | 5.83 | 2.09 | 1.86 | 2.55 | 4.24 | 4.50 | 2.40 | 3.24 | 3.01 | 3.52 | 3.67 | 2.69 | 4.81 | 2.28 | 8.62 | 5.64 | 4.02 | 2.87 | 3.51 | 2.17 | 1.37 | 6.65 | 5.52 | 2.45 | 8.61 | 8.99 | 5.01 | 8.85 | 16.27 |
| Yield(%) | 0.00 | 3.83 | 3.06 | 2.76 | 3.30 | 3.64 | 4.19 | … | … | 1.32 | 4.13 | 3.13 | 2.73 | 2.67 | 2.83 | 3.15 | 3.31 | 4.07 | 4.03 | 4.18 | 4.31 | 5.44 | 5.86 | 4.09 | 3.71 | 5.49 | 5.98 | 5.50 | 5.93 | 6.50 | 6.12 | 7.06 | 6.43 | 11.61 | 7.30 | 8.74 | 8.20 | 9.27 | 8.97 | 8.49 | 9.18 | 11.56 | 12.12 | 11.89 | 14.82 | 13.19 | 10.99 |
Data as of 10/13/2017, Common starting date is 01/03/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNBDX (WADDELL & REED ADVISORS BOND FUND CLASS A) |
0.42%
Dec 2012 – Dec 2015 |
1.76%
Sep 2012 – Sep 2017 |
3.44%
Aug 2005 – Aug 2015 |
3.57%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNBDX (WADDELL & REED ADVISORS BOND FUND CLASS A) |
21.78%
Jun 1982 – Jun 1985 |
21.47%
Aug 1981 – Aug 1986 |
14.71%
Sep 1981 – Sep 1991 |
12.46%
Sep 1981 – Sep 1996 |
Annualized Rolling Returns Comparison Chart