Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNGVX (WADDELL & REED ADVISORS GOVERNMENT SECURITIES FUND CLASS A) | NA | -1.94% | 0.51% | 0.06% | 2.50% | 2.58% | 3.70% | … | … |
Data as of 10/13/2017, Common starting date is 05/24/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNGVX (WADDELL & REED ADVISORS GOVERNMENT SECURITIES FUND CLASS A) | 05/24/1984 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | -1.94 | 0.51 | 0.06 | 2.50 | 2.58 | 3.70 | … | … | 0.80 | 0.43 | 0.29 | 3.37 | -4.47 | 1.68 | 7.17 | 4.21 | 0.46 | 8.39 | 5.94 | 3.36 | 1.99 | 2.95 | 1.25 | 9.10 | 6.80 | 11.37 | -0.61 | 7.51 | 9.21 | 1.81 | 19.36 | -3.86 | 10.20 | 7.20 | 17.15 | 7.17 | 11.54 | 7.35 | -6.50 | 7.38 | 22.45 | 12.01 |
| Sharpe Ratio | NA | -0.74 | 0.08 | -0.03 | 0.56 | NA | NA | … | … | 0.14 | 0.06 | 0.07 | 1.25 | -1.19 | 0.52 | 1.48 | 0.98 | 0.08 | 1.24 | 0.78 | 0.02 | -0.05 | 0.50 | 0.13 | 1.90 | 0.87 | 1.79 | -0.93 | 0.94 | -11.49 | -0.32 | 3.18 | -1.28 | 1.88 | 0.93 | 2.47 | 0.36 | 1.21 | 0.56 | -0.95 | 0.29 | 2.51 | 1.86 |
| Standard Deviation(%) | NA | 3.30 | 3.38 | 3.34 | 4.07 | NA | NA | … | … | 3.16 | 3.56 | 3.49 | 2.69 | 3.78 | 3.15 | 4.82 | 4.21 | 4.44 | 5.99 | 3.74 | 3.32 | 3.40 | 4.03 | 4.20 | 4.22 | 5.21 | 4.10 | 4.12 | 4.45 | 3.99 | 5.28 | 4.88 | 5.33 | 4.30 | 5.15 | 5.40 | 5.24 | 4.82 | 4.75 | 11.08 | 11.04 | 6.88 | 7.49 |
| Draw Down(%) | NA | 3.85 | 5.14 | 6.38 | 6.38 | NA | NA | … | … | 2.00 | 5.14 | 2.59 | 0.79 | 6.38 | 1.88 | 2.87 | 3.93 | 3.31 | 3.24 | 2.43 | 2.35 | 2.33 | 4.35 | 4.82 | 2.51 | 4.69 | 2.75 | 3.21 | 3.23 | 1.97 | 4.93 | 2.46 | 7.51 | 3.29 | 4.28 | 2.26 | 3.30 | 3.00 | 3.37 | 17.27 | 13.15 | 3.44 | 0.80 |
| Yield(%) | 0.00 | 1.21 | 1.50 | 1.60 | 2.59 | 2.89 | 3.71 | … | … | 0.89 | 1.38 | 1.74 | 1.87 | 1.61 | 2.36 | 3.51 | 4.01 | 3.05 | 3.45 | 4.11 | 4.14 | 3.75 | 4.14 | 3.68 | 4.22 | 5.12 | 5.94 | 5.54 | 5.99 | 6.23 | 5.93 | 6.87 | 5.66 | 6.01 | 6.48 | 7.75 | 8.27 | 8.71 | 7.84 | 7.76 | 8.45 | 10.60 | 7.64 |
Data as of 10/13/2017, Common starting date is 05/24/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNGVX (WADDELL & REED ADVISORS GOVERNMENT SECURITIES FUND CLASS A) |
-0.41%
Mar 1986 – Mar 1989 |
0.11%
Jul 2012 – Jul 2017 |
2.53%
Sep 2007 – Sep 2017 |
2.57%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNGVX (WADDELL & REED ADVISORS GOVERNMENT SECURITIES FUND CLASS A) |
13.54%
Aug 1990 – Aug 1993 |
11.59%
Aug 1988 – Aug 1993 |
8.84%
Jun 1984 – Jun 1994 |
8.32%
Jun 1984 – Jun 1999 |
Annualized Rolling Returns Comparison Chart