Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGVBX (WADDELL & REED ADVISORS GOVERNMENT SECURITIES FUND CLASS B) | NA | -2.16% | -0.48% | -1.00% | 1.45% | 1.59% | NA | … | … |
Data as of 10/13/2017, Common starting date is 10/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGVBX (WADDELL & REED ADVISORS GOVERNMENT SECURITIES FUND CLASS B) | 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 (%) | 0.20 | -2.16 | -0.48 | -1.00 | 1.45 | 1.59 | NA | … | … | 0.91 | -0.85 | -1.13 | 2.06 | -5.59 | 0.53 | 5.92 | 3.27 | -0.42 | 7.38 | 5.00 | 2.36 | 1.07 | 2.08 | 0.52 | 8.62 | 5.79 | 10.07 | 1.01 |
| Sharpe Ratio | NA | -0.84 | -0.22 | -0.35 | 0.30 | NA | NA | … | … | 0.19 | -0.30 | -0.34 | 0.77 | -1.50 | 0.16 | 1.22 | 0.77 | -0.12 | 1.08 | 0.54 | -0.29 | -0.33 | 0.29 | -0.04 | 1.80 | 0.68 | 1.51 | 0.54 |
| Standard Deviation(%) | NA | 3.19 | 3.31 | 3.28 | 4.02 | NA | NA | … | … | 3.02 | 3.52 | 3.44 | 2.65 | 3.75 | 3.10 | 4.82 | 4.13 | 4.40 | 5.96 | 3.67 | 3.21 | 3.33 | 3.98 | 4.16 | 4.17 | 5.18 | 4.01 | 3.95 |
| Draw Down(%) | NA | 3.96 | 5.65 | 7.07 | 7.45 | NA | NA | … | … | 1.46 | 5.65 | 2.94 | 0.99 | 6.70 | 1.97 | 2.93 | 4.11 | 3.65 | 3.46 | 2.50 | 2.55 | 2.43 | 4.59 | 4.88 | 2.51 | 4.76 | 2.82 | 1.33 |
| Yield(%) | 0.00 | 0.16 | 0.23 | 0.42 | 1.43 | 1.90 | 2.25 | … | … | 0.15 | 0.07 | 0.33 | 0.59 | 0.47 | 1.22 | 2.31 | 3.09 | 2.18 | 2.51 | 3.22 | 3.19 | 2.85 | 3.30 | 2.96 | 3.76 | 4.17 | 4.76 | 1.19 |
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 |
|---|---|---|---|---|
| WGVBX (WADDELL & REED ADVISORS GOVERNMENT SECURITIES FUND CLASS B) |
-1.67%
Aug 2012 – Aug 2015 |
-1.11%
Jan 2012 – Jan 2017 |
1.39%
Sep 2007 – Sep 2017 |
1.53%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGVBX (WADDELL & REED ADVISORS GOVERNMENT SECURITIES FUND CLASS B) |
8.57%
May 2000 – May 2003 |
5.53%
Jan 2000 – Jan 2005 |
4.39%
Jan 2000 – Jan 2010 |
3.32%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart