Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WCABX (Waddell & Reed Advisors Bond Fd Class) | NA | -0.62% | 1.39% | 0.69% | 2.72% | 2.84% | NA | 3.49% |
Data as of 10/13/2017, AR inception is 09/15/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCABX (Waddell & Reed Advisors Bond Fd Class) | 09/15/1999 | 10/13/2017 |
| 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 (%) | -0.40 | -0.62 | 1.39 | 0.69 | 2.72 | 2.84 | NA | 3.49 | 2.28 | 3.07 | -0.77 | 2.58 | -3.35 | 4.42 | 6.33 | 5.63 | 6.19 | -0.90 | 4.23 | 3.00 | 0.64 | 3.13 | 4.20 | 8.14 | 6.61 | 8.28 | -0.04 |
| Sharpe Ratio | NA | -0.36 | 0.35 | 0.17 | 0.61 | NA | NA | 0.60 | 0.78 | 0.83 | -0.22 | 1.01 | -0.91 | 1.44 | 1.34 | 1.31 | 1.28 | -0.30 | 0.33 | -0.11 | -0.52 | 0.58 | 0.88 | 1.77 | 0.97 | 1.16 | -1.05 |
| Standard Deviation(%) | NA | 3.15 | 3.36 | 3.28 | 4.07 | NA | NA | 3.89 | 2.98 | 3.42 | 3.63 | 2.54 | 3.73 | 3.07 | 4.71 | 4.23 | 4.77 | 6.03 | 3.66 | 2.80 | 2.95 | 3.77 | 3.99 | 3.98 | 4.51 | 3.65 | 3.37 |
| Draw Down(%) | NA | 3.93 | 4.52 | 6.50 | 6.50 | NA | NA | 6.50 | 1.45 | 4.52 | 2.94 | 1.13 | 6.50 | 1.50 | 2.00 | 4.03 | 2.02 | 6.35 | 2.19 | 2.24 | 2.84 | 4.33 | 4.64 | 2.47 | 3.38 | 3.07 | 1.45 |
| Yield(%) | 0.00 | 3.08 | 2.21 | 1.93 | 2.47 | 2.91 | 3.03 | 3.37 | 0.73 | 3.25 | 2.24 | 1.78 | 1.80 | 1.92 | 2.24 | 3.27 | 3.23 | 3.13 | 3.32 | 3.40 | 4.53 | 4.93 | 4.01 | 3.97 | 4.66 | 5.03 | 1.62 |
Data as of 10/13/2017, AR inception is 09/15/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCABX (Waddell & Reed Advisors Bond Fd Class) |
-0.54%
Dec 2012 - Dec 2015 |
0.83%
Sep 2012 - Sep 2017 |
2.59%
Aug 2005 - Aug 2015 |
2.78%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCABX (Waddell & Reed Advisors Bond Fd Class) |
8.89%
May 2000 - May 2003 |
6.23%
Jan 2000 - Jan 2005 |
4.67%
Sep 2000 - Sep 2010 |
4.04%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart