Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/13/2017.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UNHHX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS A) | NA | 2.89% | 0.88% | 1.49% | 3.28% | 4.61% | 3.70% | 5.89% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNHHX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS A) | 07/24/1986 | 10/13/2017 |
The return data shown below all have the same latest date: 10/13/2017.
AR inception is since 07/24/1986.
AR inception is since 07/24/1986.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.23 | 2.89 | 0.88 | 1.49 | 3.28 | 4.61 | 3.70 | 5.89 | 2.72 | 6.80 | -3.55 | -0.56 | 1.67 | 6.77 | 0.79 | 6.10 | 16.48 | -5.18 | 9.98 | 5.22 | 3.09 | 5.01 | 10.71 | 0.48 | 8.77 | -4.72 | 1.51 | 2.78 | 15.08 | 12.07 | 17.00 | -3.99 | 17.48 | 15.69 | 31.49 | -5.13 | -3.14 | 13.37 | 2.18 | 5.14 |
| Sharpe Ratio | NA | 0.99 | 0.21 | 0.47 | 1.01 | NA | NA | 0.61 | 1.23 | 2.28 | -1.12 | -0.19 | 0.59 | 3.09 | 0.29 | 2.79 | 6.42 | -1.28 | 2.18 | 0.54 | 0.33 | 1.09 | 2.86 | -0.15 | 2.12 | -2.20 | -0.46 | -0.13 | -11.58 | 2.23 | 3.97 | -1.65 | 4.97 | 3.29 | 4.83 | -1.84 | -1.81 | 2.24 | -0.36 | 2.04 |
| Standard Deviation(%) | NA | 2.41 | 3.05 | 2.86 | 3.00 | NA | NA | 3.74 | 2.37 | 2.88 | 3.20 | 3.04 | 2.78 | 2.19 | 2.64 | 2.16 | 2.55 | 4.74 | 3.20 | 3.59 | 2.77 | 3.74 | 3.50 | 4.05 | 3.09 | 3.99 | 3.70 | 4.11 | 3.45 | 3.81 | 3.31 | 4.21 | 3.09 | 4.01 | 5.71 | 5.62 | 4.88 | 3.86 | 5.13 | 4.09 |
| Draw Down(%) | NA | 1.52 | 8.72 | 9.78 | 13.74 | NA | NA | 15.50 | 1.23 | 1.89 | 6.36 | 6.45 | 3.90 | 1.96 | 4.46 | 1.50 | 1.14 | 13.74 | 1.31 | 2.42 | 1.95 | 4.18 | 3.94 | 5.82 | 1.13 | 6.12 | 4.09 | 9.75 | 3.35 | 1.97 | 0.77 | 7.40 | 0.96 | 2.71 | 1.52 | 10.74 | 8.54 | 1.51 | 7.36 | 1.50 |
| Yield(%) | 0.00 | 1.79 | 2.13 | 2.87 | 3.52 | 4.14 | 3.86 | 5.36 | 1.25 | 1.61 | 2.72 | 3.66 | 3.89 | 4.86 | 3.77 | 2.72 | 3.46 | 6.03 | 4.07 | 3.74 | 3.31 | 4.03 | 3.75 | 4.38 | 5.89 | 7.74 | 8.26 | 8.31 | 8.69 | 8.75 | 9.24 | 8.09 | 8.81 | 9.82 | 13.32 | 11.35 | 11.53 | 11.68 | 10.95 | 5.39 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNHHX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS A) |
-1.41%
Feb 2013 - Feb 2016 |
0.72%
Jan 2011 - Jan 2016 |
3.04%
Nov 1998 - Nov 2008 |
3.99%
Jun 1998 - Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNHHX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS A) |
21.54%
Jan 1991 - Jan 1994 |
15.03%
Jan 1991 - Jan 1996 |
10.54%
Oct 1987 - Oct 1997 |
8.52%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart