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 |
|---|---|---|---|---|---|---|---|---|
| WYASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS Y) | NA | 12.54% | 0.91% | 4.41% | 3.46% | 9.47% | 8.71% | 8.54% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WYASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS Y) | 12/15/1995 | 02/23/2018 |
The return data shown below all have the same latest date: 02/23/2018.
AR inception is since 12/15/1995.
AR inception is since 12/15/1995.
| 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 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 12.54 | 0.91 | 4.41 | 3.46 | 9.47 | 8.71 | 8.54 | 1.50 | 16.26 | -2.31 | -7.96 | -5.02 | 25.51 | 19.38 | -7.93 | 9.53 | 25.40 | -25.74 | 44.18 | 20.38 | 24.08 | 13.66 | 11.36 | 3.71 | -9.94 | 21.76 | 18.72 | 5.04 | 3.73 | 5.77 | 0.95 |
| Sharpe Ratio | NA | 1.70 | 0.07 | 0.40 | 0.22 | NA | NA | 0.41 | 0.80 | 2.83 | -0.32 | -0.68 | -0.46 | 2.30 | 1.43 | -0.31 | 0.64 | 1.47 | -1.44 | 2.99 | 1.35 | 1.90 | 1.29 | 1.84 | 0.42 | -1.75 | 1.31 | 1.37 | 0.18 | -4.21 | 0.33 | 2.32 |
| Standard Deviation(%) | NA | 6.94 | 8.81 | 9.77 | 14.69 | NA | NA | 12.56 | 12.17 | 5.54 | 7.78 | 11.78 | 10.88 | 11.09 | 13.60 | 25.64 | 14.77 | 17.26 | 18.49 | 13.83 | 12.70 | 11.51 | 9.86 | 5.78 | 6.26 | 7.13 | 13.53 | 11.33 | 9.31 | 12.19 | 6.74 | 11.52 |
| Draw Down(%) | NA | 6.83 | 18.33 | 21.39 | 35.47 | NA | NA | 35.52 | 6.83 | 1.91 | 7.19 | 15.65 | 12.24 | 8.20 | 11.22 | 24.74 | 14.31 | 7.95 | 35.52 | 9.28 | 15.42 | 9.72 | 10.20 | 4.27 | 7.16 | 11.57 | 5.86 | 6.72 | 10.77 | 11.64 | 7.21 | 1.34 |
| Yield(%) | 0.00 | 8.09 | 2.46 | 7.07 | 5.10 | 10.18 | 9.73 | 9.72 | 0.00 | 8.43 | 0.00 | 0.00 | 19.48 | 5.69 | 3.00 | 1.37 | 1.50 | 0.99 | 18.77 | 8.89 | 16.04 | 4.52 | 3.12 | 1.20 | 1.73 | 2.86 | 13.16 | 1.59 | 2.85 | 3.38 | 3.36 | 0.93 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS Y) |
-5.12%
Dec 2013 - Dec 2016 |
1.07%
Apr 2011 - Apr 2016 |
3.40%
Dec 2007 - Dec 2017 |
7.73%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYASX (WADDELL & REED ADVISORS WILSHIRE GLOBAL ALLOCATION FUND CLASS Y) |
31.76%
Oct 2004 - Oct 2007 |
22.54%
Feb 2003 - Feb 2008 |
14.48%
Dec 1997 - Dec 2007 |
11.88%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart