Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNIBX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS B) | NA | 4.12% | 4.65% | 8.26% | 4.68% | 7.67% | NA | … | … |
Data as of 10/13/2017, Common starting date is 04/05/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNIBX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS B) | 04/05/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.06 | 4.12 | 4.65 | 8.26 | 4.68 | 7.67 | NA | … | … | 3.43 | 2.43 | -1.85 | 8.28 | 31.62 | 16.86 | 0.29 | 19.00 | 21.81 | -35.34 | 12.91 | 15.80 | 7.55 | 8.60 | 16.01 | -23.04 | -16.10 | -2.16 |
| Sharpe Ratio | NA | 0.26 | 0.28 | 0.55 | 0.21 | NA | NA | … | … | 0.27 | 0.15 | -0.11 | 0.58 | 2.43 | 1.21 | 0.01 | 0.90 | 0.83 | -1.01 | 0.60 | 1.19 | 0.50 | 0.74 | 1.13 | -1.08 | -0.92 | -0.38 |
| Standard Deviation(%) | NA | 13.82 | 15.57 | 14.97 | 21.16 | NA | NA | … | … | 13.97 | 14.86 | 16.47 | 14.34 | 12.98 | 13.99 | 25.11 | 20.91 | 26.01 | 35.96 | 16.65 | 10.58 | 10.69 | 10.40 | 13.61 | 22.26 | 20.43 | 18.31 |
| Draw Down(%) | NA | 9.40 | 17.96 | 17.96 | 50.71 | NA | NA | … | … | 9.40 | 12.70 | 14.06 | 10.35 | 6.92 | 10.14 | 21.42 | 17.27 | 23.45 | 44.33 | 9.57 | 8.41 | 7.09 | 6.50 | 13.94 | 32.39 | 30.98 | 9.26 |
| Yield(%) | 0.00 | 5.76 | 10.30 | 11.12 | 6.48 | 8.69 | 4.12 | … | … | 0.00 | 5.95 | 13.79 | 12.63 | 17.63 | 7.57 | 5.49 | 0.00 | 0.00 | 0.05 | 12.17 | 16.79 | 0.00 | 0.00 | 0.00 | 0.00 | 3.75 | 20.20 |
Data as of 10/13/2017, Common starting date is 04/05/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIBX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS B) |
-13.40%
Sep 2000 – Sep 2003 |
-4.27%
Jun 2000 – Jun 2005 |
-1.97%
Aug 2000 – Aug 2010 |
3.15%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIBX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS B) |
23.98%
Feb 2009 – Feb 2012 |
22.26%
Feb 2009 – Feb 2014 |
9.23%
Aug 2004 – Aug 2014 |
8.42%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart