Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/23/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WCMHX (WADDELL & REED ADVISORS MUNICIPAL HIGH INCOME FUND CLASS C) | NA | 1.79% | 1.59% | 2.36% | 4.00% | 3.99% | NA | 3.99% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCMHX (WADDELL & REED ADVISORS MUNICIPAL HIGH INCOME FUND CLASS C) | 10/26/1999 | 02/23/2018 |
The return data shown below all have the same latest date: 02/23/2018.
AR inception is since 10/26/1999.
AR inception is since 10/26/1999.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 1.79 | 1.59 | 2.36 | 4.00 | 3.99 | NA | 3.99 | -1.01 | 3.55 | -0.31 | 3.55 | 12.14 | -4.82 | 10.25 | 8.45 | 4.09 | 28.24 | -18.68 | -1.01 | 5.94 | 6.19 | 5.27 | 4.29 | 4.92 | 4.34 | 3.99 | -0.89 |
| Sharpe Ratio | NA | 0.50 | 0.55 | 0.81 | 1.11 | NA | NA | 0.93 | -3.84 | 1.39 | -0.20 | 1.61 | 5.11 | -1.35 | 4.53 | 3.05 | 1.30 | 6.71 | -3.26 | -1.48 | 1.28 | 1.73 | 1.58 | 1.19 | 1.49 | 0.97 | -0.02 | -2.33 |
| Standard Deviation(%) | NA | 2.11 | 2.27 | 2.65 | 3.37 | NA | NA | 3.03 | 2.01 | 2.11 | 2.56 | 2.18 | 2.37 | 3.60 | 2.27 | 2.76 | 3.09 | 4.19 | 5.99 | 2.74 | 2.07 | 2.33 | 2.73 | 3.03 | 2.57 | 2.10 | 2.42 | 3.55 |
| Draw Down(%) | NA | 1.05 | 4.85 | 8.59 | 19.70 | NA | NA | 21.59 | 1.01 | 1.05 | 4.85 | 1.49 | 0.91 | 8.59 | 1.37 | 2.60 | 5.60 | 1.96 | 21.06 | 3.04 | 0.79 | 1.08 | 3.55 | 3.91 | 2.83 | 1.83 | 2.39 | 2.95 |
| Yield(%) | 0.00 | 3.47 | 3.56 | 3.74 | 4.13 | 4.12 | 3.73 | 4.14 | 0.25 | 3.50 | 3.61 | 4.07 | 4.59 | 3.78 | 4.03 | 4.95 | 4.35 | 5.79 | 4.07 | 3.73 | 3.83 | 4.25 | 4.12 | 4.59 | 4.61 | 4.68 | 4.72 | 1.11 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMHX (WADDELL & REED ADVISORS MUNICIPAL HIGH INCOME FUND CLASS C) |
-5.17%
Dec 2005 - Dec 2008 |
-0.95%
Dec 2003 - Dec 2008 |
3.48%
Nov 2006 - Nov 2016 |
3.96%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMHX (WADDELL & REED ADVISORS MUNICIPAL HIGH INCOME FUND CLASS C) |
13.12%
Dec 2008 - Dec 2011 |
8.72%
Dec 2008 - Dec 2013 |
4.97%
Nov 2002 - Nov 2012 |
4.71%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart