Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNMBX (WADDELL & REED ADVISORS MUNICIPAL BOND FUND CLASS A) | NA | -0.99% | 1.49% | 1.90% | 4.13% | 3.73% | 3.98% | … | … |
Data as of 10/13/2017, Common starting date is 01/03/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNMBX (WADDELL & REED ADVISORS MUNICIPAL BOND FUND CLASS A) | 01/03/1980 | 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 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.23 | -0.99 | 1.49 | 1.90 | 4.13 | 3.73 | 3.98 | … | … | 0.67 | 0.69 | 2.68 | 8.59 | -3.30 | 7.64 | 9.84 | 2.57 | 13.15 | -1.18 | 3.26 | 3.65 | 2.00 | 3.47 | 4.08 | 8.01 | 2.44 | 9.93 | -5.52 | 5.19 | 10.24 | 4.13 | 19.34 | -7.67 | 10.56 | 6.14 | 11.44 | 5.67 | 7.51 | 13.81 | -1.61 | 11.24 | 20.77 | 10.02 | 8.56 | 36.09 | -10.52 | -16.46 |
| Sharpe Ratio | NA | -0.55 | 0.61 | 0.82 | 1.50 | NA | NA | … | … | 0.11 | 0.24 | 1.57 | 5.23 | -1.33 | 3.74 | 4.04 | 0.96 | 4.27 | -0.50 | 0.14 | 0.22 | -0.07 | 0.70 | 0.86 | 1.95 | 0.05 | 2.44 | -3.18 | 0.60 | -14.54 | 0.12 | 3.05 | -1.67 | 1.56 | 0.73 | 2.22 | 0.06 | 0.40 | 2.02 | -0.58 | 0.57 | 3.17 | 0.43 | 0.34 | 2.52 | -1.48 | -1.35 |
| Standard Deviation(%) | NA | 2.72 | 2.07 | 2.12 | 2.59 | NA | NA | … | … | 2.57 | 1.99 | 1.69 | 1.64 | 2.51 | 2.05 | 2.43 | 2.60 | 3.06 | 4.21 | 1.77 | 1.66 | 2.43 | 3.59 | 3.95 | 3.54 | 2.39 | 2.41 | 2.75 | 3.12 | 3.08 | 5.35 | 5.08 | 6.36 | 5.41 | 5.12 | 3.45 | 6.50 | 4.46 | 4.50 | 9.65 | 12.40 | 4.90 | 7.57 | 7.36 | 11.31 | 13.82 | 18.16 |
| Draw Down(%) | NA | 2.92 | 3.63 | 6.51 | 7.55 | NA | NA | … | … | 2.49 | 3.63 | 1.85 | 0.93 | 6.51 | 1.53 | 2.21 | 5.25 | 1.92 | 7.55 | 1.30 | 1.00 | 2.38 | 5.67 | 6.17 | 4.34 | 4.47 | 3.45 | 7.13 | 2.46 | 1.76 | 4.84 | 3.60 | 12.38 | 4.33 | 6.12 | 2.27 | 5.47 | 3.36 | 3.46 | 16.00 | 9.33 | 4.17 | 5.33 | 4.65 | 2.79 | 15.84 | 17.84 |
| Yield(%) | 0.00 | 2.76 | 2.74 | 2.81 | 3.61 | 3.47 | 3.81 | … | … | 1.87 | 2.83 | 2.76 | 3.23 | 3.10 | 3.52 | 4.34 | 3.87 | 4.46 | 3.63 | 4.04 | 3.71 | 3.51 | 3.55 | 2.89 | 2.97 | 5.09 | 5.24 | 5.89 | 6.40 | 6.49 | 7.23 | 5.82 | 5.01 | 5.45 | 5.89 | 6.42 | 6.76 | 7.09 | 7.25 | 6.69 | 7.85 | 9.06 | 9.02 | 8.61 | 11.46 | 9.67 | 7.09 |
Data as of 10/13/2017, Common starting date is 01/03/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNMBX (WADDELL & REED ADVISORS MUNICIPAL BOND FUND CLASS A) |
1.81%
Nov 2005 – Nov 2008 |
2.22%
Dec 2003 – Dec 2008 |
2.86%
Nov 1998 – Nov 2008 |
3.70%
Oct 1993 – Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNMBX (WADDELL & REED ADVISORS MUNICIPAL BOND FUND CLASS A) |
18.17%
Jan 1982 – Jan 1985 |
18.69%
Aug 1981 – Aug 1986 |
11.97%
Dec 1981 – Dec 1991 |
9.99%
Dec 1981 – Dec 1996 |
Annualized Rolling Returns Comparison Chart