Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS B) | NA | 11.04% | -0.43% | 3.05% | 2.12% | 8.07% | NA | … | … |
Data as of 02/23/2018, Common starting date is 12/15/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS B) | 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 (%) | 0.25 | 11.04 | -0.43 | 3.05 | 2.12 | 8.07 | NA | … | … | 1.36 | 14.67 | -3.73 | -9.11 | -6.20 | 23.98 | 17.78 | -9.11 | 7.89 | 23.83 | -26.53 | 42.40 | 19.08 | 22.64 | 12.05 | 10.10 | 2.02 | -11.04 | 20.28 | 3.23 |
| Sharpe Ratio | NA | 1.48 | -0.09 | 0.26 | 0.13 | NA | NA | … | … | 0.71 | 2.52 | -0.51 | -0.78 | -0.57 | 2.16 | 1.33 | -0.35 | 0.52 | 1.38 | -1.48 | 2.87 | 1.26 | 1.79 | 1.12 | 1.64 | 0.15 | -1.90 | 1.10 | 6.71 |
| Standard Deviation(%) | NA | 6.95 | 8.79 | 9.75 | 14.69 | NA | NA | … | … | 12.16 | 5.60 | 7.70 | 11.76 | 10.86 | 11.07 | 13.46 | 25.74 | 14.88 | 17.22 | 18.51 | 13.79 | 12.60 | 11.42 | 9.90 | 5.73 | 6.29 | 7.14 | 14.73 | 15.41 |
| Draw Down(%) | NA | 6.86 | 19.08 | 23.27 | 35.94 | NA | NA | … | … | 6.86 | 1.94 | 7.33 | 16.05 | 12.89 | 8.33 | 11.45 | 24.90 | 14.67 | 8.02 | 36.09 | 9.35 | 15.53 | 9.99 | 10.35 | 4.27 | 7.33 | 12.70 | 6.00 | 2.50 |
| Yield(%) | 0.00 | 6.71 | 1.99 | 6.57 | 4.48 | 8.78 | 7.21 | … | … | 0.00 | 6.99 | 0.00 | 0.00 | 19.22 | 5.02 | 1.05 | 0.22 | 0.21 | 0.00 | 18.42 | 7.38 | 15.55 | 3.42 | 1.66 | 0.00 | 0.23 | 1.58 | 11.91 | 0.05 |
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 |
|---|---|---|---|---|
| WBASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS B) |
-6.37%
Dec 2013 – Dec 2016 |
-0.21%
Apr 2011 – Apr 2016 |
2.06%
Dec 2007 – Dec 2017 |
6.35%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS B) |
30.17%
Oct 2004 – Oct 2007 |
21.06%
Feb 2003 – Feb 2008 |
11.79%
Nov 2003 – Nov 2013 |
8.58%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart