Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WACCX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS C) | NA | 7.09% | 2.65% | 7.06% | 6.01% | 7.12% | NA | … | … |
Data as of 02/23/2018, Common starting date is 12/15/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WACCX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS C) | 12/15/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 7.09 | 2.65 | 7.06 | 6.01 | 7.12 | NA | … | … | 1.04 | 10.37 | 1.30 | -1.35 | 6.34 | 22.41 | 10.77 | 2.13 | 15.69 | 13.43 | -20.31 | 11.99 | 9.80 | 3.77 | 6.43 | 17.88 | -10.18 | -8.56 | 4.71 | -6.25 |
| Sharpe Ratio | NA | 0.87 | 0.26 | 0.73 | 0.46 | NA | NA | … | … | 0.46 | 1.83 | 0.12 | -0.13 | 0.71 | 2.50 | 1.12 | 0.12 | 1.08 | 0.93 | -0.96 | 0.85 | 0.80 | 0.22 | 0.66 | 1.69 | -0.93 | -0.99 | 0.05 | -1.68 |
| Standard Deviation(%) | NA | 7.29 | 8.89 | 8.98 | 12.96 | NA | NA | … | … | 13.82 | 5.36 | 8.73 | 10.99 | 8.93 | 8.95 | 9.63 | 17.27 | 14.42 | 14.34 | 22.13 | 10.62 | 8.19 | 7.42 | 8.26 | 10.15 | 12.10 | 11.17 | 12.75 | 48.26 |
| Draw Down(%) | NA | 7.33 | 14.52 | 14.52 | 30.27 | NA | NA | … | … | 7.33 | 2.87 | 9.88 | 10.52 | 7.36 | 4.71 | 7.13 | 15.24 | 12.11 | 14.01 | 28.69 | 4.75 | 6.07 | 4.68 | 6.40 | 6.75 | 16.94 | 16.47 | 6.53 | 9.36 |
| Yield(%) | 0.00 | 5.59 | 5.04 | 5.60 | 4.61 | 5.35 | 3.38 | … | … | 0.00 | 5.79 | 2.84 | 7.81 | 4.11 | 5.48 | 5.42 | 2.45 | 5.75 | 0.66 | 1.64 | 5.24 | 3.21 | 2.74 | 0.53 | 0.28 | 0.69 | 1.35 | 10.82 | 0.50 |
Data as of 02/23/2018, Common starting date is 12/15/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACCX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS C) |
-6.80%
Mar 2000 – Mar 2003 |
-0.71%
Feb 2004 – Feb 2009 |
1.50%
Aug 2000 – Aug 2010 |
4.37%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACCX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS C) |
16.47%
Feb 2009 – Feb 2012 |
15.07%
Feb 2009 – Feb 2014 |
7.66%
Aug 2004 – Aug 2014 |
7.23%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart