Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WACYX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS Y) | NA | 8.12% | 3.77% | 8.23% | 7.25% | 8.41% | 5.66% | … | … |
Data as of 02/23/2018, Common starting date is 03/14/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WACYX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS Y) | 03/14/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 8.12 | 3.77 | 8.23 | 7.25 | 8.41 | 5.66 | … | … | 1.04 | 11.65 | 2.45 | -0.21 | 7.57 | 23.73 | 12.10 | 3.39 | 17.17 | 14.83 | -19.26 | 13.20 | 11.20 | 5.04 | 7.91 | 19.49 | -9.27 | -7.43 | 5.96 | 0.83 | 5.33 | 6.24 | -1.96 |
| Sharpe Ratio | NA | 1.02 | 0.39 | 0.86 | 0.55 | NA | NA | … | … | 0.46 | 2.08 | 0.26 | -0.02 | 0.85 | 2.68 | 1.26 | 0.19 | 1.18 | 1.02 | -0.91 | 0.96 | 0.97 | 0.38 | 0.86 | 1.85 | -0.86 | -0.88 | 0.15 | -0.17 | 0.19 | 0.19 | -0.51 |
| Standard Deviation(%) | NA | 7.21 | 8.89 | 8.97 | 12.97 | NA | NA | … | … | 13.59 | 5.33 | 8.69 | 11.10 | 8.92 | 8.86 | 9.62 | 17.36 | 14.45 | 14.43 | 22.04 | 10.62 | 8.17 | 7.52 | 8.13 | 10.15 | 12.09 | 11.30 | 12.58 | 14.30 | 10.74 | 14.27 | 11.75 |
| Draw Down(%) | NA | 7.27 | 13.78 | 13.78 | 29.59 | NA | NA | … | … | 7.27 | 2.75 | 9.84 | 10.01 | 7.11 | 4.67 | 6.90 | 14.91 | 11.97 | 13.84 | 27.96 | 4.75 | 5.93 | 4.66 | 5.85 | 6.58 | 16.81 | 15.78 | 6.52 | 10.36 | 10.23 | 11.55 | 10.64 |
| Yield(%) | 0.00 | 6.68 | 5.99 | 6.74 | 5.82 | 7.02 | 4.82 | … | … | 0.00 | 6.92 | 3.77 | 8.92 | 5.13 | 6.59 | 6.72 | 3.68 | 7.08 | 1.90 | 2.69 | 6.52 | 4.53 | 3.99 | 1.80 | 1.73 | 1.64 | 2.48 | 12.18 | 2.58 | 3.12 | 3.41 | 3.20 |
Data as of 02/23/2018, Common starting date is 03/14/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACYX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS Y) |
-5.64%
Mar 2000 – Mar 2003 |
-3.30%
Sep 1997 – Sep 2002 |
1.31%
Feb 1999 – Feb 2009 |
3.54%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACYX (WADDELL & REED ADVISORS CONTINENTAL INCOME FUND CLASS Y) |
17.95%
Feb 2009 – Feb 2012 |
16.46%
Feb 2009 – Feb 2014 |
8.98%
Aug 2004 – Aug 2014 |
8.54%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart