Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNIYX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS Y) | NA | 1.26% | 4.72% | 8.89% | 5.80% | 8.96% | 5.99% | … | … |
Data as of 10/13/2017, Common starting date is 09/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNIYX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS Y) | 09/15/1995 | 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 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.78 | 1.26 | 4.72 | 8.89 | 5.80 | 8.96 | 5.99 | … | … | 0.34 | 3.88 | -0.34 | 9.80 | 33.48 | 18.66 | 1.64 | 20.91 | 23.65 | -34.30 | 14.46 | 17.45 | 9.15 | 10.14 | 17.73 | -22.07 | -15.03 | 9.48 | 16.70 | 24.28 | 17.58 | 15.00 | -3.85 |
| Sharpe Ratio | NA | 0.05 | 0.29 | 0.60 | 0.26 | NA | NA | … | … | -0.01 | 0.24 | -0.02 | 0.68 | 2.57 | 1.34 | 0.06 | 1.00 | 0.91 | -0.98 | 0.69 | 1.34 | 0.65 | 0.90 | 1.24 | -1.03 | -0.86 | 0.28 | 0.95 | 1.30 | -1.97 | 0.89 | -1.17 |
| Standard Deviation(%) | NA | 13.93 | 15.60 | 14.95 | 21.12 | NA | NA | … | … | 14.31 | 14.96 | 16.45 | 14.29 | 13.00 | 14.00 | 25.14 | 20.79 | 25.81 | 35.95 | 16.71 | 10.62 | 10.72 | 10.24 | 13.69 | 22.43 | 20.48 | 19.66 | 14.12 | 16.18 | 19.03 | 12.85 | 13.99 |
| Draw Down(%) | NA | 12.78 | 16.96 | 16.96 | 49.79 | NA | NA | … | … | 12.78 | 12.68 | 13.46 | 10.30 | 6.80 | 9.86 | 21.26 | 17.14 | 23.44 | 43.57 | 9.51 | 8.25 | 6.71 | 6.34 | 13.73 | 31.69 | 30.29 | 9.31 | 8.59 | 15.34 | 15.09 | 9.99 | 7.12 |
| Yield(%) | 0.00 | 5.43 | 9.91 | 11.03 | 6.90 | 9.77 | 1.32 | … | … | 0.00 | 5.69 | 13.00 | 12.29 | 17.17 | 7.86 | 5.81 | 0.30 | 1.18 | 1.04 | 12.87 | 17.00 | 0.48 | 0.83 | 0.94 | 0.45 | 4.18 | 22.69 | 8.21 | 4.83 | 2.40 | 1.33 | 0.14 |
Data as of 10/13/2017, Common starting date is 09/15/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIYX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS Y) |
-15.01%
Mar 2000 – Mar 2003 |
-3.49%
Apr 2000 – Apr 2005 |
-1.05%
Feb 1999 – Feb 2009 |
4.60%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIYX (WADDELL & REED ADVISORS CORE INVESTMENT FUND CLASS Y) |
25.85%
Feb 2009 – Feb 2012 |
24.09%
Feb 2009 – Feb 2014 |
10.83%
Aug 2004 – Aug 2014 |
10.01%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart