Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/13/2017.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WGBBX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS B) | NA | 2.37% | -0.22% | 0.34% | 2.20% | 3.64% | NA | 3.25% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGBBX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS B) | 10/26/1999 | 10/13/2017 |
The return data shown below all have the same latest date: 10/13/2017.
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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 2.37 | -0.22 | 0.34 | 2.20 | 3.64 | NA | 3.25 | 2.73 | 5.40 | -4.85 | -2.09 | 0.39 | 5.52 | -0.31 | 5.43 | 15.26 | -5.99 | 9.16 | 3.87 | 2.10 | 4.04 | 10.72 | 0.99 | 7.74 | -5.54 | 3.25 |
| Sharpe Ratio | NA | 0.75 | -0.14 | 0.08 | 0.66 | NA | NA | 0.61 | 1.27 | 1.77 | -1.44 | -0.69 | 0.14 | 2.65 | -0.13 | 2.49 | 5.92 | -1.43 | 2.01 | 0.16 | -0.03 | 0.83 | 2.90 | -0.03 | 1.85 | -2.46 | 4.87 |
| Standard Deviation(%) | NA | 2.48 | 3.10 | 2.85 | 2.99 | NA | NA | 3.20 | 2.29 | 2.92 | 3.38 | 3.04 | 2.54 | 2.08 | 2.54 | 2.15 | 2.56 | 4.83 | 3.07 | 3.59 | 2.69 | 3.73 | 3.46 | 4.04 | 2.97 | 3.89 | 3.22 |
| Draw Down(%) | NA | 1.90 | 10.27 | 11.58 | 14.08 | NA | NA | 14.08 | 0.81 | 1.90 | 6.86 | 6.98 | 3.98 | 2.03 | 4.80 | 1.50 | 1.22 | 14.08 | 1.46 | 2.55 | 2.03 | 4.18 | 4.03 | 5.52 | 1.13 | 6.74 | 0.51 |
| Yield(%) | 0.00 | 0.52 | 0.89 | 1.67 | 2.41 | 3.00 | 2.72 | 3.21 | 0.33 | 0.23 | 1.40 | 2.38 | 2.64 | 3.67 | 2.69 | 1.80 | 2.62 | 5.18 | 3.03 | 2.72 | 2.35 | 3.11 | 3.72 | 4.90 | 4.93 | 6.94 | 1.92 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGBBX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS B) |
-2.74%
Jan 2013 - Jan 2016 |
-0.58%
Jan 2011 - Jan 2016 |
2.24%
Jan 2006 - Jan 2016 |
3.12%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGBBX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS B) |
8.29%
Oct 2008 - Oct 2011 |
6.58%
Oct 2002 - Oct 2007 |
5.18%
Dec 2000 - Dec 2010 |
3.65%
May 2000 - May 2015 |
Annualized Rolling Returns Comparison Chart