Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBMBX (WADDELL & REED ADVISORS MUNICIPAL BOND FUND CLASS B) | NA | -1.15% | 0.87% | 1.10% | 3.23% | 2.91% | NA | … | … |
Data as of 10/13/2017, Common starting date is 10/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBMBX (WADDELL & REED ADVISORS MUNICIPAL BOND FUND CLASS B) | 10/13/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.48 | -1.15 | 0.87 | 1.10 | 3.23 | 2.91 | NA | … | … | 0.81 | -0.25 | 1.72 | 7.55 | -4.29 | 6.72 | 8.64 | 1.70 | 12.08 | -2.06 | 2.16 | 2.69 | 1.09 | 2.55 | 4.15 | 8.34 | 1.39 | 9.27 | -2.60 |
| Sharpe Ratio | NA | -0.77 | 0.35 | 0.48 | 1.19 | NA | NA | … | … | 0.23 | -0.25 | 1.01 | 4.45 | -1.72 | 3.35 | 3.50 | 0.61 | 4.13 | -0.70 | -0.47 | -0.35 | -0.47 | 0.45 | 0.92 | 2.11 | -0.40 | 0.96 | -3.26 |
| Standard Deviation(%) | NA | 2.17 | 1.82 | 1.97 | 2.52 | NA | NA | … | … | 1.97 | 1.81 | 1.68 | 1.69 | 2.51 | 2.01 | 2.46 | 2.65 | 2.90 | 4.23 | 1.82 | 1.76 | 2.30 | 3.61 | 3.75 | 3.44 | 2.40 | 5.45 | 4.57 |
| Draw Down(%) | NA | 2.89 | 3.95 | 7.10 | 8.25 | NA | NA | … | … | 1.82 | 3.95 | 2.16 | 1.14 | 6.97 | 1.51 | 2.30 | 5.43 | 2.01 | 8.25 | 1.60 | 1.18 | 2.51 | 5.90 | 6.23 | 4.41 | 4.71 | 6.51 | 3.19 |
| Yield(%) | 0.00 | 1.90 | 1.83 | 1.90 | 2.61 | 2.60 | 2.65 | … | … | 1.24 | 1.88 | 1.83 | 2.23 | 2.10 | 2.48 | 3.35 | 3.00 | 3.43 | 2.76 | 3.13 | 2.78 | 2.62 | 2.66 | 2.80 | 3.42 | 4.06 | 4.64 | 1.08 |
Data as of 10/13/2017, Common starting date is 10/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBMBX (WADDELL & REED ADVISORS MUNICIPAL BOND FUND CLASS B) |
0.89%
Nov 2005 – Nov 2008 |
1.27%
Dec 2003 – Dec 2008 |
3.03%
Dec 2003 – Dec 2013 |
2.96%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBMBX (WADDELL & REED ADVISORS MUNICIPAL BOND FUND CLASS B) |
7.55%
May 2000 – May 2003 |
5.71%
Feb 2008 – Feb 2013 |
4.28%
May 2000 – May 2010 |
4.19%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart