Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNFDX (W&R Adv:Retirement;A) | NA | -32.95% | -10.61% | -1.65% | -1.08% | NA | NA | … | … |
Data as of 07/28/2009, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNFDX (W&R Adv:Retirement;A) | 06/20/1996 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -32.95 | -10.61 | -1.65 | -1.08 | NA | NA | … | … | 9.42 | -47.97 | 15.97 | 6.17 | 16.01 | 4.29 | 25.71 | -20.43 | -12.66 | -6.58 | 43.99 | 9.77 | 18.16 | 6.41 |
| Sharpe Ratio | NA | -0.67 | -0.37 | -0.13 | -0.12 | NA | NA | … | … | 0.67 | -1.00 | 0.72 | 0.21 | 1.12 | 0.24 | 1.89 | -0.91 | -0.60 | -0.39 | 2.79 | 0.62 | -3.72 | 1.20 |
| Standard Deviation(%) | NA | 49.67 | 33.47 | 27.74 | 25.24 | NA | NA | … | … | 25.58 | 48.78 | 18.01 | 14.03 | 12.34 | 14.08 | 13.27 | 23.71 | 25.33 | 27.25 | 14.62 | 10.37 | 9.93 | 7.43 |
| Draw Down(%) | NA | 52.12 | 60.03 | 60.03 | 60.03 | NA | NA | … | … | 18.64 | 58.70 | 12.21 | 12.12 | 9.15 | 15.34 | 10.37 | 34.22 | 34.62 | 23.49 | 7.89 | 11.37 | 6.11 | 5.03 |
| Yield(%) | 0.00 | 0.12 | 0.33 | 0.33 | 4.78 | 5.65 | 4.24 | … | … | 0.00 | 0.11 | 0.32 | 0.67 | 0.13 | 0.00 | 0.28 | 0.82 | 0.96 | 25.28 | 20.16 | 6.87 | 13.25 | 9.42 |
Data as of 07/28/2009, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNFDX (W&R Adv:Retirement;A) |
-16.88%
Feb 2006 – Feb 2009 |
-7.07%
Feb 2004 – Feb 2009 |
-1.74%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNFDX (W&R Adv:Retirement;A) |
26.35%
Mar 1997 – Mar 2000 |
16.72%
Sep 2002 – Sep 2007 |
7.80%
Oct 1997 – Oct 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart