Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UNCMX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS A) | NA | 6.73% | 6.42% | 9.86% | 6.08% | 9.06% | 6.01% | 5.95% |
Data as of 10/13/2017, AR inception is 06/07/1973
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNCMX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS A) | 06/07/1973 | 10/13/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.81 | 6.73 | 6.42 | 9.86 | 6.08 | 9.06 | 6.01 | 5.95 | 5.81 | 3.67 | -0.58 | 9.59 | 33.10 | 18.39 | 1.15 | 20.57 | 23.21 | -34.49 | 14.17 | 17.13 | 8.82 | 9.83 | 17.50 | -22.05 | -15.36 | 9.25 | 16.43 | 24.13 | 17.55 | 14.97 | 24.29 | -5.39 | 12.62 | 8.29 | 25.01 | -11.42 | 12.38 | 11.81 | -10.82 | 5.79 | 24.72 | -2.31 | 26.72 | 21.66 | -4.97 | 5.80 | 0.64 | -4.13 | -10.44 | 10.95 | 21.46 | -30.80 | -9.30 |
| Sharpe Ratio | NA | 0.52 | 0.42 | 0.68 | 0.28 | NA | NA | 0.16 | 0.54 | 0.23 | -0.04 | 0.67 | 2.54 | 1.32 | 0.04 | 0.98 | 0.90 | -0.99 | 0.67 | 1.31 | 0.63 | 0.86 | 1.24 | -1.03 | -0.88 | 0.26 | 0.92 | 1.28 | 0.73 | 0.88 | 1.91 | -0.74 | 1.18 | 0.57 | 1.47 | -1.05 | 0.42 | 0.50 | -0.72 | 0.08 | 1.41 | -0.59 | 1.64 | 0.73 | -1.15 | -0.14 | -0.53 | -0.69 | -1.85 | 0.59 | 0.94 | -1.44 | -1.46 |
| Standard Deviation(%) | NA | 12.07 | 14.89 | 14.38 | 20.74 | NA | NA | 16.76 | 12.79 | 14.85 | 16.49 | 14.24 | 13.02 | 13.99 | 25.22 | 20.94 | 25.65 | 35.79 | 16.64 | 10.66 | 10.55 | 10.35 | 13.50 | 22.41 | 20.44 | 19.78 | 14.41 | 16.24 | 19.03 | 12.86 | 10.72 | 11.28 | 8.89 | 10.22 | 14.41 | 15.83 | 15.85 | 14.34 | 20.42 | 19.18 | 13.84 | 15.22 | 12.50 | 19.37 | 13.00 | 16.42 | 12.11 | 13.25 | 7.63 | 12.56 | 18.51 | 25.18 | 14.55 |
| Draw Down(%) | NA | 7.95 | 17.23 | 17.23 | 49.96 | NA | NA | 49.96 | 7.95 | 12.75 | 13.65 | 10.24 | 6.83 | 9.89 | 21.19 | 17.17 | 23.26 | 43.84 | 9.51 | 8.12 | 6.78 | 6.40 | 13.73 | 31.75 | 30.41 | 9.32 | 8.64 | 15.38 | 15.08 | 9.86 | 7.12 | 11.60 | 4.35 | 6.29 | 7.92 | 23.80 | 16.45 | 6.94 | 27.22 | 12.68 | 8.64 | 15.65 | 2.65 | 7.66 | 13.63 | 14.10 | 9.90 | 12.17 | 11.65 | 5.12 | 13.09 | 36.81 | 11.40 |
| Yield(%) | 0.00 | 5.23 | 9.73 | 10.83 | 6.69 | 9.41 | 1.29 | 2.39 | 0.00 | 5.47 | 12.81 | 12.07 | 16.92 | 7.54 | 5.51 | 0.16 | 0.82 | 0.79 | 12.59 | 16.70 | 0.16 | 0.54 | 0.75 | 0.33 | 3.88 | 22.58 | 7.97 | 4.79 | 2.37 | 1.30 | 0.30 | 0.29 | 0.36 | 0.45 | 0.65 | 0.66 | 0.78 | 0.87 | 0.77 | 0.61 | 0.93 | 0.94 | 1.19 | 1.42 | 1.33 | 1.41 | 1.19 | 1.03 | 0.95 | 0.92 | 0.96 | 0.69 | 0.43 |
Data as of 10/13/2017, AR inception is 06/07/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNCMX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS A) |
-15.19%
Mar 2000 - Mar 2003 |
-7.06%
Oct 1973 - Oct 1978 |
-1.29%
Feb 1999 - Feb 2009 |
2.41%
Jul 1973 - Jul 1988 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNCMX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS A) |
25.39%
Feb 2009 - Feb 2012 |
23.69%
Feb 2009 - Feb 2014 |
15.44%
Oct 1990 - Oct 2000 |
12.36%
Jul 1982 - Jul 1997 |
Annualized Rolling Returns Comparison Chart