Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WYHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS Y) | NA | 5.26% | 5.24% | 5.68% | 8.32% | 7.95% | 6.25% | … | … |
Data as of 02/23/2018, Common starting date is 01/11/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WYHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS Y) | 01/11/1996 | 02/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 5.26 | 5.24 | 5.68 | 8.32 | 7.95 | 6.25 | … | … | 0.16 | 7.49 | 16.63 | -6.13 | 2.80 | 11.13 | 19.47 | 5.20 | 14.45 | 40.24 | -20.27 | 3.43 | 8.82 | 2.47 | 8.86 | 16.89 | 0.74 | 7.16 | -6.21 | 3.15 | 4.06 | 14.42 | 11.38 |
| Sharpe Ratio | NA | 1.49 | 1.19 | 1.45 | 1.75 | NA | NA | … | … | 0.02 | 2.42 | 3.44 | -1.43 | 0.86 | 3.62 | 5.56 | 0.93 | 3.63 | 7.98 | -2.77 | 0.14 | 3.42 | 0.13 | 3.47 | 6.58 | -0.11 | 1.18 | -3.03 | -0.02 | 0.21 | 4.53 | 3.24 |
| Standard Deviation(%) | NA | 3.04 | 4.11 | 3.78 | 4.67 | NA | NA | … | … | 3.68 | 2.85 | 4.76 | 4.30 | 3.25 | 3.07 | 3.52 | 5.54 | 3.96 | 5.03 | 7.63 | 2.99 | 1.62 | 2.30 | 2.28 | 2.46 | 3.13 | 4.18 | 3.38 | 3.24 | 3.46 | 2.39 | 2.54 |
| Draw Down(%) | NA | 1.91 | 14.49 | 14.49 | 26.34 | NA | NA | … | … | 1.91 | 1.77 | 5.32 | 10.82 | 5.02 | 3.61 | 2.23 | 9.01 | 4.50 | 5.22 | 26.34 | 4.98 | 2.00 | 5.26 | 3.48 | 2.93 | 6.93 | 4.75 | 8.85 | 3.87 | 8.91 | 3.18 | 1.69 |
| Yield(%) | 0.00 | 6.89 | 6.78 | 7.64 | 8.30 | 8.02 | 5.98 | … | … | 0.46 | 7.00 | 7.79 | 7.56 | 9.17 | 10.08 | 8.74 | 8.21 | 8.15 | 9.63 | 7.37 | 7.59 | 7.48 | 7.01 | 7.15 | 7.65 | 7.20 | 8.82 | 8.60 | 8.72 | 8.31 | 8.78 | 8.71 |
Data as of 02/23/2018, Common starting date is 01/11/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS Y) |
-4.66%
Nov 2005 – Nov 2008 |
-0.50%
Nov 2003 – Nov 2008 |
1.65%
Nov 1998 – Nov 2008 |
6.02%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WYHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS Y) |
19.95%
Nov 2008 – Nov 2011 |
18.41%
Nov 2008 – Nov 2013 |
9.13%
Jan 2003 – Jan 2013 |
8.23%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart