Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS C) | NA | 11.34% | -0.20% | 3.26% | 2.28% | 8.20% | NA | … | … |
Data as of 02/23/2018, Common starting date is 12/15/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS C) | 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 (%) | 0.24 | 11.34 | -0.20 | 3.26 | 2.28 | 8.20 | NA | … | … | 1.47 | 14.94 | -3.45 | -9.06 | -6.00 | 24.25 | 17.98 | -8.99 | 7.94 | 23.94 | -26.55 | 42.51 | 19.19 | 22.64 | 12.15 | 10.10 | 2.02 | -11.01 | 20.40 | 3.23 |
| Sharpe Ratio | NA | 1.51 | -0.06 | 0.28 | 0.14 | NA | NA | … | … | 0.77 | 2.57 | -0.48 | -0.77 | -0.55 | 2.17 | 1.34 | -0.35 | 0.53 | 1.38 | -1.48 | 2.88 | 1.25 | 1.79 | 1.13 | 1.61 | 0.15 | -1.89 | 1.21 | 6.71 |
| Standard Deviation(%) | NA | 7.00 | 8.81 | 9.77 | 14.69 | NA | NA | … | … | 12.36 | 5.59 | 7.60 | 11.82 | 10.87 | 11.15 | 13.49 | 25.68 | 14.92 | 17.23 | 18.47 | 13.78 | 12.73 | 11.45 | 9.92 | 5.82 | 6.22 | 7.16 | 13.49 | 15.41 |
| Draw Down(%) | NA | 6.90 | 18.97 | 23.02 | 35.91 | NA | NA | … | … | 6.90 | 1.92 | 7.28 | 15.96 | 12.84 | 8.40 | 11.41 | 24.90 | 14.74 | 8.01 | 36.11 | 9.34 | 15.53 | 9.99 | 10.35 | 4.27 | 7.33 | 12.67 | 6.00 | 2.50 |
| Yield(%) | 0.00 | 6.91 | 2.06 | 6.63 | 4.54 | 8.87 | 7.29 | … | … | 0.00 | 7.19 | 0.00 | 0.00 | 19.29 | 5.00 | 1.28 | 0.31 | 0.28 | 0.00 | 18.43 | 7.42 | 15.55 | 3.42 | 1.74 | 0.00 | 0.23 | 1.61 | 12.02 | 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 |
|---|---|---|---|---|
| WCASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS C) |
-6.20%
Dec 2013 – Dec 2016 |
-0.04%
Apr 2011 – Apr 2016 |
2.21%
Dec 2007 – Dec 2017 |
6.44%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS C) |
30.24%
Oct 2004 – Oct 2007 |
21.11%
Feb 2003 – Feb 2008 |
11.88%
Nov 2003 – Nov 2013 |
8.66%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart