Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNCIX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS A) | NA | 7.86% | 3.50% | 7.94% | 6.90% | 8.07% | 0.42% | … | … |
Data as of 02/23/2018, Common starting date is 06/07/1973
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNCIX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS A) | 06/07/1973 | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 7.86 | 3.50 | 7.94 | 6.90 | 8.07 | 0.42 | … | … | 1.04 | 11.39 | 2.07 | -0.48 | 7.28 | 23.39 | 11.77 | 3.07 | 16.48 | 14.44 | -19.47 | 12.89 | 10.86 | 4.74 | 7.58 | 19.11 | -9.59 | -7.68 | 5.77 | 11.05 | -63.53 | 7.70 | 1.87 | 17.54 | -4.49 | 8.54 | 7.48 | 22.30 | -9.31 | 19.08 | 7.10 | -25.51 | 7.80 | 28.43 | 8.36 | 20.40 | 23.32 | -4.30 | 15.10 | 7.44 | -2.89 | -2.41 | 20.85 | 21.90 | -23.77 | -8.14 |
| Sharpe Ratio | NA | 0.99 | 0.36 | 0.83 | 0.52 | NA | NA | … | … | 0.46 | 2.04 | 0.21 | -0.05 | 0.81 | 2.62 | 1.23 | 0.18 | 1.14 | 1.00 | -0.92 | 0.93 | 0.93 | 0.34 | 0.80 | 1.84 | -0.88 | -0.89 | 0.14 | 0.74 | -0.61 | 0.35 | -0.16 | 1.77 | -0.91 | 1.05 | 0.82 | 1.86 | -1.24 | 1.56 | 0.29 | -1.40 | 0.27 | 1.80 | 0.16 | 1.32 | 0.98 | -1.08 | 0.44 | 0.03 | -0.58 | -1.30 | 1.78 | 1.21 | -1.72 | -1.78 |
| Standard Deviation(%) | NA | 7.22 | 8.88 | 8.97 | 12.97 | NA | NA | … | … | 13.74 | 5.29 | 8.76 | 11.03 | 8.92 | 8.92 | 9.58 | 17.28 | 14.44 | 14.39 | 22.13 | 10.67 | 8.13 | 7.59 | 8.24 | 10.02 | 12.20 | 11.38 | 12.67 | 10.55 | 110.09 | 11.86 | 10.22 | 7.74 | 8.14 | 6.14 | 6.12 | 9.94 | 11.72 | 8.55 | 8.46 | 21.05 | 13.22 | 12.92 | 10.05 | 10.82 | 16.02 | 13.19 | 15.86 | 11.61 | 13.49 | 4.68 | 9.70 | 14.75 | 16.93 | 10.86 |
| Draw Down(%) | NA | 7.28 | 13.98 | 13.98 | 29.73 | NA | NA | … | … | 7.28 | 2.75 | 9.95 | 10.09 | 7.14 | 4.65 | 7.01 | 15.09 | 12.17 | 13.84 | 28.16 | 4.75 | 5.93 | 4.59 | 5.96 | 6.58 | 17.04 | 15.96 | 6.64 | 7.28 | 70.18 | 9.05 | 8.67 | 6.19 | 8.82 | 3.05 | 4.09 | 5.08 | 15.81 | 5.10 | 4.71 | 34.92 | 11.81 | 5.63 | 7.58 | 2.93 | 5.29 | 12.36 | 11.52 | 7.47 | 11.85 | 3.86 | 2.09 | 7.69 | 27.22 | 9.13 |
| Yield(%) | 0.00 | 6.43 | 5.75 | 6.45 | 5.49 | 6.58 | 1.76 | … | … | 0.00 | 6.67 | 3.51 | 8.64 | 4.83 | 6.29 | 6.40 | 3.36 | 6.46 | 1.56 | 2.45 | 6.23 | 4.21 | 3.69 | 1.49 | 1.40 | 1.31 | 2.23 | 11.86 | 12.44 | 2.66 | 4.72 | 3.79 | 1.14 | 1.08 | 1.22 | 1.46 | 1.59 | 1.64 | 2.18 | 2.17 | 1.50 | 1.38 | 2.34 | 2.39 | 2.16 | 3.15 | 2.39 | 2.49 | 2.28 | 2.11 | 1.95 | 2.21 | 2.39 | 1.75 | 1.16 |
Data as of 02/23/2018, Common starting date is 06/07/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNCIX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS A) |
-28.77%
Aug 1995 – Aug 1998 |
-19.93%
Sep 1997 – Sep 2002 |
-7.57%
Mar 1993 – Mar 2003 |
-4.17%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNCIX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS A) |
25.54%
Jun 1982 – Jun 1985 |
20.84%
Mar 1982 – Mar 1987 |
11.97%
May 1976 – May 1986 |
9.16%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart