Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/23/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WACBX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS B) | NA | 6.85% | 2.38% | 6.77% | 5.78% | 6.96% | NA | 4.41% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WACBX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS B) | 12/15/1999 | 02/23/2018 |
The return data shown below all have the same latest date: 02/23/2018.
AR inception is since 12/15/1999.
AR inception is since 12/15/1999.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 6.85 | 2.38 | 6.77 | 5.78 | 6.96 | NA | 4.41 | 1.05 | 10.04 | 0.97 | -1.59 | 6.17 | 22.03 | 10.52 | 1.83 | 15.55 | 13.27 | -20.34 | 11.97 | 9.76 | 3.77 | 6.55 | 17.71 | -9.90 | -8.49 | 4.80 | -6.25 |
| Sharpe Ratio | NA | 0.83 | 0.23 | 0.70 | 0.44 | NA | NA | 0.27 | 0.46 | 1.75 | 0.09 | -0.15 | 0.69 | 2.47 | 1.09 | 0.10 | 1.08 | 0.91 | -0.96 | 0.85 | 0.79 | 0.21 | 0.68 | 1.67 | -0.91 | -0.99 | 0.06 | -1.68 |
| Standard Deviation(%) | NA | 7.33 | 8.93 | 8.98 | 12.97 | NA | NA | 12.05 | 13.85 | 5.38 | 8.74 | 11.10 | 8.88 | 8.90 | 9.69 | 17.28 | 14.31 | 14.46 | 22.12 | 10.61 | 8.17 | 7.58 | 8.25 | 10.16 | 12.04 | 11.15 | 12.53 | 48.26 |
| Draw Down(%) | NA | 7.39 | 14.73 | 14.73 | 30.29 | NA | NA | 31.99 | 7.39 | 2.90 | 9.95 | 10.60 | 7.40 | 4.72 | 7.13 | 15.33 | 12.12 | 14.01 | 28.70 | 4.75 | 6.07 | 4.68 | 6.42 | 6.75 | 16.94 | 16.42 | 6.53 | 9.36 |
| Yield(%) | 0.00 | 5.35 | 4.84 | 5.44 | 4.46 | 5.20 | 3.32 | 3.68 | 0.00 | 5.53 | 2.73 | 7.53 | 4.13 | 5.42 | 5.29 | 2.28 | 5.62 | 0.51 | 1.61 | 5.23 | 3.17 | 2.74 | 0.51 | 0.28 | 0.98 | 1.42 | 10.91 | 0.50 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACBX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS B) |
-6.67%
Mar 2000 - Mar 2003 |
-0.73%
Feb 2004 - Feb 2009 |
1.50%
Aug 2000 - Aug 2010 |
4.28%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACBX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS B) |
16.26%
Feb 2009 - Feb 2012 |
14.82%
Feb 2009 - Feb 2014 |
7.53%
Aug 2004 - Aug 2014 |
7.07%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart