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 |
|---|---|---|---|---|---|---|---|---|
| WYABX (WADDELL & REED ADVISORS BOND FUND CLASS Y) | NA | -2.58% | 1.49% | 1.22% | 3.57% | 3.82% | 4.52% | 4.88% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WYABX (WADDELL & REED ADVISORS BOND FUND CLASS Y) | 07/14/1995 | 10/13/2017 |
The return data shown below all have the same latest date: 10/13/2017.
AR inception is since 07/14/1995.
AR inception is since 07/14/1995.
| 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 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.49 | -2.58 | 1.49 | 1.22 | 3.57 | 3.82 | 4.52 | 4.88 | -0.10 | 4.28 | 0.39 | 3.84 | -2.03 | 5.66 | 7.43 | 6.41 | 7.43 | 0.39 | 5.64 | 4.35 | 1.78 | 4.58 | 5.16 | 9.32 | 7.83 | 9.43 | -0.79 | 7.54 | 9.88 | 3.34 | 6.73 |
| Sharpe Ratio | NA | -0.62 | 0.31 | 0.30 | 0.79 | NA | NA | 0.34 | -0.14 | 1.22 | 0.10 | 1.50 | -0.55 | 1.84 | 1.56 | 1.49 | 1.55 | -0.09 | 0.74 | 0.37 | -0.14 | 0.95 | 1.13 | 1.96 | 1.24 | 1.51 | -0.98 | 0.89 | -9.33 | -0.03 | 2.55 |
| Standard Deviation(%) | NA | 4.99 | 4.02 | 3.72 | 4.25 | NA | NA | 4.18 | 5.17 | 3.34 | 3.57 | 2.55 | 3.73 | 3.08 | 4.76 | 4.24 | 4.73 | 5.86 | 3.56 | 2.88 | 2.87 | 3.81 | 3.95 | 4.18 | 4.50 | 3.57 | 4.11 | 4.73 | 4.84 | 5.93 | 4.46 |
| Draw Down(%) | NA | 4.21 | 4.21 | 6.11 | 6.11 | NA | NA | 6.11 | 4.21 | 4.10 | 2.74 | 1.01 | 6.11 | 1.42 | 1.87 | 3.89 | 2.02 | 5.58 | 2.07 | 1.72 | 2.49 | 4.36 | 4.45 | 2.37 | 3.19 | 2.97 | 3.41 | 3.66 | 2.62 | 4.81 | 1.75 |
| Yield(%) | 0.00 | 4.10 | 3.34 | 3.03 | 3.65 | 4.04 | 4.59 | 4.91 | 1.54 | 4.44 | 3.40 | 3.01 | 2.96 | 3.13 | 3.46 | 4.03 | 4.41 | 4.37 | 4.49 | 4.68 | 5.80 | 6.18 | 5.09 | 4.92 | 5.80 | 6.25 | 5.78 | 6.17 | 6.60 | 6.25 | 3.32 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYABX (WADDELL & REED ADVISORS BOND FUND CLASS Y) |
0.71%
Dec 2012 - Dec 2015 |
2.02%
Sep 2012 - Sep 2017 |
3.81%
Aug 2005 - Aug 2015 |
3.99%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYABX (WADDELL & REED ADVISORS BOND FUND CLASS Y) |
9.94%
May 2000 - May 2003 |
7.53%
Aug 1996 - Aug 2001 |
6.47%
Aug 1995 - Aug 2005 |
5.98%
Aug 1995 - Aug 2010 |
Annualized Rolling Returns Comparison Chart