Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/13/2017.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WBABX (WADDELL & REED ADVISORS BOND FUND CLASS B) | NA | -0.52% | 1.13% | 0.39% | 2.40% | 2.63% | NA | 3.33% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBABX (WADDELL & REED ADVISORS BOND FUND CLASS B) | 09/15/1999 | 10/13/2017 |
The return data shown below all have the same latest date: 10/13/2017.
AR inception is since 09/15/1999.
AR inception is since 09/15/1999.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | -0.52 | 1.13 | 0.39 | 2.40 | 2.63 | NA | 3.33 | 2.44 | 2.59 | -1.15 | 2.26 | -3.59 | 3.90 | 6.04 | 4.69 | 6.04 | -1.03 | 4.18 | 2.95 | 0.64 | 3.11 | 4.40 | 8.36 | 6.61 | 8.19 | 0.13 |
| Sharpe Ratio | NA | -0.33 | 0.27 | 0.08 | 0.53 | NA | NA | 0.56 | 0.88 | 0.71 | -0.33 | 0.90 | -0.97 | 1.30 | 1.27 | 1.09 | 1.23 | -0.32 | 0.31 | -0.12 | -0.51 | 0.58 | 0.92 | 1.82 | 0.98 | 1.18 | -0.88 |
| Standard Deviation(%) | NA | 3.11 | 3.28 | 3.24 | 4.06 | NA | NA | 3.88 | 2.88 | 3.36 | 3.58 | 2.48 | 3.75 | 2.99 | 4.75 | 4.20 | 4.83 | 6.05 | 3.69 | 2.84 | 2.98 | 3.76 | 4.03 | 3.99 | 4.45 | 3.51 | 3.38 |
| Draw Down(%) | NA | 3.83 | 4.54 | 6.60 | 6.60 | NA | NA | 6.60 | 1.61 | 4.54 | 3.31 | 1.17 | 6.60 | 1.53 | 2.00 | 4.06 | 2.02 | 6.46 | 2.20 | 2.27 | 2.84 | 4.33 | 4.64 | 2.47 | 3.38 | 3.06 | 1.45 |
| Yield(%) | 0.00 | 2.60 | 1.78 | 1.55 | 2.08 | 2.67 | 2.86 | 3.17 | 0.34 | 2.76 | 1.86 | 1.46 | 1.41 | 1.57 | 1.96 | 2.36 | 3.07 | 3.00 | 3.27 | 3.35 | 4.53 | 4.92 | 4.20 | 4.18 | 4.66 | 5.11 | 1.62 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBABX (WADDELL & REED ADVISORS BOND FUND CLASS B) |
-0.86%
Dec 2012 - Dec 2015 |
0.42%
Sep 2012 - Sep 2017 |
2.27%
Nov 2006 - Nov 2016 |
2.53%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBABX (WADDELL & REED ADVISORS BOND FUND CLASS B) |
9.03%
May 2000 - May 2003 |
6.33%
Jan 2000 - Jan 2005 |
4.58%
Sep 2000 - Sep 2010 |
3.89%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart