Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGBCX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS C) | NA | 2.75% | 0.25% | 0.79% | 2.52% | 3.87% | NA | … | … |
Data as of 10/13/2017, Common starting date is 10/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGBCX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS C) | 10/26/1999 | 10/13/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.67 | 2.75 | 0.25 | 0.79 | 2.52 | 3.87 | NA | … | … | 3.01 | 5.60 | -4.08 | -1.64 | 0.85 | 5.89 | -0.06 | 5.66 | 15.39 | -5.94 | 9.25 | 3.93 | 2.16 | 4.16 | 10.55 | 0.76 | 7.56 | -5.61 | 3.28 |
| Sharpe Ratio | NA | 0.97 | 0.01 | 0.24 | 0.75 | NA | NA | … | … | 1.46 | 1.80 | -1.23 | -0.52 | 0.31 | 2.55 | -0.03 | 2.57 | 6.09 | -1.39 | 1.98 | 0.17 | -0.01 | 0.85 | 2.87 | -0.08 | 1.80 | -2.48 | 4.29 |
| Standard Deviation(%) | NA | 2.31 | 3.11 | 2.91 | 3.05 | NA | NA | … | … | 2.24 | 2.98 | 3.33 | 3.15 | 2.66 | 2.30 | 2.66 | 2.17 | 2.51 | 4.93 | 3.15 | 3.66 | 2.69 | 3.76 | 3.44 | 4.02 | 2.95 | 3.89 | 3.69 |
| Draw Down(%) | NA | 1.57 | 9.68 | 10.87 | 14.08 | NA | NA | … | … | 0.81 | 1.98 | 6.82 | 6.74 | 4.02 | 2.26 | 4.83 | 1.70 | 1.42 | 14.08 | 1.48 | 2.58 | 2.03 | 4.31 | 4.03 | 5.62 | 1.13 | 6.82 | 0.52 |
| Yield(%) | 0.00 | 1.03 | 1.36 | 2.11 | 2.73 | 3.26 | 2.87 | … | … | 0.68 | 0.72 | 1.91 | 2.84 | 3.09 | 4.02 | 2.94 | 2.03 | 2.73 | 5.23 | 3.11 | 2.77 | 2.40 | 3.22 | 3.57 | 4.67 | 4.75 | 6.86 | 1.95 |
Data as of 10/13/2017, Common starting date is 10/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGBCX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS C) |
-2.22%
Feb 2013 – Feb 2016 |
-0.11%
Jan 2011 – Jan 2016 |
2.53%
Jan 2006 – Jan 2016 |
3.30%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGBCX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS C) |
8.50%
Oct 2008 – Oct 2011 |
6.60%
Oct 2002 – Oct 2007 |
5.28%
Jul 2002 – Jul 2012 |
3.84%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart