Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS B) | NA | 3.79% | 3.88% | 4.25% | 6.85% | 6.49% | NA | … | … |
Data as of 02/23/2018, Common starting date is 10/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS B) | 10/13/1999 | 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 (%) | -0.30 | 3.79 | 3.88 | 4.25 | 6.85 | 6.49 | NA | … | … | 0.05 | 5.97 | 14.90 | -7.14 | 1.32 | 9.57 | 17.76 | 3.79 | 12.70 | 38.47 | -21.45 | 2.26 | 7.39 | 1.03 | 7.53 | 15.91 | 0.00 | 5.83 | -7.46 | 2.39 |
| Sharpe Ratio | NA | 1.10 | 0.90 | 1.13 | 1.47 | NA | NA | … | … | -0.18 | 2.08 | 3.17 | -1.74 | 0.43 | 3.39 | 5.52 | 0.70 | 3.37 | 7.74 | -2.92 | -0.26 | 2.47 | -0.50 | 2.93 | 6.38 | -0.38 | 0.86 | -1.91 | 3.76 |
| Standard Deviation(%) | NA | 2.79 | 3.93 | 3.58 | 4.53 | NA | NA | … | … | 3.60 | 2.57 | 4.61 | 4.12 | 3.02 | 2.82 | 3.24 | 5.37 | 3.75 | 4.96 | 7.64 | 2.92 | 1.66 | 2.27 | 2.24 | 2.38 | 2.92 | 4.16 | 6.01 | 2.11 |
| Draw Down(%) | NA | 1.91 | 14.93 | 15.18 | 26.90 | NA | NA | … | … | 1.91 | 1.77 | 5.42 | 11.06 | 5.44 | 3.74 | 2.35 | 9.21 | 4.50 | 5.35 | 26.90 | 5.18 | 2.12 | 5.46 | 3.62 | 3.05 | 7.38 | 5.50 | 10.34 | 0.41 |
| Yield(%) | 0.00 | 5.48 | 5.56 | 6.38 | 6.90 | 6.64 | 5.04 | … | … | 0.36 | 5.56 | 6.23 | 6.52 | 7.71 | 8.64 | 7.19 | 6.85 | 6.57 | 7.92 | 6.18 | 6.33 | 6.16 | 5.78 | 5.92 | 6.61 | 6.51 | 7.57 | 7.47 | 2.13 |
Data as of 02/23/2018, Common starting date is 10/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS B) |
-5.85%
Nov 2005 – Nov 2008 |
-1.77%
Nov 2003 – Nov 2008 |
3.84%
Nov 1999 – Nov 2009 |
5.00%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS B) |
18.23%
Nov 2008 – Nov 2011 |
16.72%
Nov 2008 – Nov 2013 |
7.69%
Jan 2003 – Jan 2013 |
6.82%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart