Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS A) | NA | 4.40% | 4.77% | 5.29% | 7.91% | 7.58% | 5.82% | … | … |
Data as of 02/23/2018, Common starting date is 01/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS A) | 01/17/1980 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 4.40 | 4.77 | 5.29 | 7.91 | 7.58 | 5.82 | … | … | 0.14 | 6.61 | 16.30 | -6.39 | 2.53 | 10.86 | 19.08 | 4.91 | 13.76 | 40.01 | -20.68 | 3.11 | 8.46 | 2.15 | 8.56 | 15.97 | -0.45 | 6.71 | -6.47 | 2.92 | 3.84 | 14.30 | 11.85 | 17.80 | -3.65 | 17.69 | 16.62 | 37.44 | -14.78 | -8.06 | 11.65 | -2.46 | 14.05 | 23.25 | 6.87 | 13.95 | 32.74 | 3.92 | 7.83 |
| Sharpe Ratio | NA | 1.25 | 1.09 | 1.36 | 1.67 | NA | NA | … | … | -0.01 | 2.20 | 3.39 | -1.51 | 0.78 | 3.58 | 5.55 | 0.89 | 3.51 | 7.96 | -2.83 | 0.03 | 3.23 | -0.01 | 3.34 | 5.70 | -0.50 | 1.12 | -3.13 | -0.14 | 0.13 | 3.75 | 2.36 | 7.34 | -2.45 | 10.94 | 5.80 | 9.88 | -2.61 | -4.06 | 1.21 | -0.86 | 1.87 | 2.67 | 0.01 | 1.34 | 2.47 | -0.50 | 0.01 |
| Standard Deviation(%) | NA | 2.93 | 4.06 | 3.73 | 4.63 | NA | NA | … | … | 3.67 | 2.73 | 4.72 | 4.26 | 3.21 | 3.02 | 3.46 | 5.50 | 3.90 | 5.02 | 7.61 | 2.95 | 1.60 | 2.36 | 2.28 | 2.68 | 3.12 | 3.99 | 3.36 | 2.16 | 3.96 | 2.86 | 3.52 | 1.90 | 2.69 | 1.42 | 2.43 | 3.39 | 7.65 | 3.39 | 5.74 | 7.56 | 5.26 | 6.77 | 10.00 | 5.87 | 10.18 | 12.18 | 12.77 |
| Draw Down(%) | NA | 1.91 | 14.66 | 14.66 | 26.49 | NA | NA | … | … | 1.91 | 1.77 | 5.34 | 10.95 | 5.09 | 3.64 | 2.26 | 9.03 | 4.50 | 5.25 | 26.49 | 5.03 | 2.02 | 5.34 | 3.52 | 2.95 | 7.40 | 5.07 | 9.03 | 3.69 | 8.98 | 3.09 | 1.69 | 0.55 | 6.83 | 0.54 | 2.55 | 1.38 | 16.27 | 11.87 | 4.43 | 11.19 | 1.89 | 2.04 | 8.54 | 3.75 | 1.77 | 7.33 | 8.57 |
| Yield(%) | 0.00 | 6.06 | 6.35 | 7.30 | 7.92 | 7.68 | 5.68 | … | … | 0.45 | 6.17 | 7.50 | 7.29 | 8.91 | 9.83 | 8.39 | 7.93 | 7.53 | 9.21 | 7.07 | 7.28 | 7.15 | 6.71 | 6.87 | 6.69 | 6.20 | 8.40 | 8.34 | 8.50 | 8.14 | 8.70 | 8.64 | 9.42 | 8.23 | 9.02 | 10.15 | 14.28 | 12.93 | 12.69 | 12.66 | 11.84 | 12.50 | 13.73 | 12.54 | 12.69 | 15.30 | 14.22 | 13.17 |
Data as of 02/23/2018, Common starting date is 01/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS A) |
-5.21%
Jan 1988 – Jan 1991 |
-0.81%
Nov 2003 – Nov 2008 |
1.19%
Nov 1998 – Nov 2008 |
3.67%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS A) |
24.44%
Jan 1991 – Jan 1994 |
19.39%
Sep 1981 – Sep 1986 |
11.21%
Jan 1991 – Jan 2001 |
11.22%
Sep 1981 – Sep 1996 |
Annualized Rolling Returns Comparison Chart