Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBMHX (Waddell & Reed Advisors Municipal High Incme C) | NA | 1.62% | 1.42% | 2.21% | 3.90% | 3.93% | NA | … | … |
Data as of 02/23/2018, Common starting date is 10/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBMHX (Waddell & Reed Advisors Municipal High Incme C) | 10/26/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 1.62 | 1.42 | 2.21 | 3.90 | 3.93 | NA | … | … | -1.01 | 3.36 | -0.45 | 3.34 | 12.07 | -4.96 | 10.14 | 8.31 | 4.05 | 28.30 | -18.68 | -0.99 | 5.98 | 6.23 | 5.27 | 4.40 | 5.16 | 4.32 | 4.40 | -0.81 |
| Sharpe Ratio | NA | 0.43 | 0.48 | 0.76 | 1.09 | NA | NA | … | … | -3.84 | 1.32 | -0.26 | 1.53 | 5.10 | -1.39 | 4.50 | 3.02 | 1.28 | 6.72 | -3.26 | -1.47 | 1.30 | 1.74 | 1.58 | 1.22 | 1.56 | 0.96 | 0.15 | -2.19 |
| Standard Deviation(%) | NA | 2.09 | 2.25 | 2.63 | 3.36 | NA | NA | … | … | 2.01 | 2.08 | 2.55 | 2.16 | 2.36 | 3.59 | 2.26 | 2.74 | 3.09 | 4.20 | 5.99 | 2.74 | 2.07 | 2.34 | 2.73 | 3.04 | 2.60 | 2.10 | 2.41 | 3.58 |
| Draw Down(%) | NA | 1.05 | 4.86 | 8.63 | 19.70 | NA | NA | … | … | 1.01 | 1.05 | 4.86 | 1.56 | 0.91 | 8.63 | 1.37 | 2.60 | 5.60 | 1.96 | 21.06 | 3.04 | 0.79 | 1.06 | 3.55 | 3.91 | 2.83 | 1.83 | 2.41 | 2.95 |
| Yield(%) | 0.00 | 3.30 | 3.40 | 3.60 | 4.03 | 4.06 | 3.73 | … | … | 0.25 | 3.31 | 3.47 | 3.87 | 4.52 | 3.64 | 3.93 | 4.82 | 4.31 | 5.84 | 4.07 | 3.75 | 3.87 | 4.29 | 4.12 | 4.69 | 4.84 | 4.66 | 5.10 | 1.19 |
Data as of 02/23/2018, Common starting date is 10/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBMHX (Waddell & Reed Advisors Municipal High Incme C) |
-5.15%
Dec 2005 – Dec 2008 |
-0.93%
Dec 2003 – Dec 2008 |
3.40%
Nov 2006 – Nov 2016 |
3.91%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBMHX (Waddell & Reed Advisors Municipal High Incme C) |
13.08%
Dec 2008 – Dec 2011 |
8.64%
Dec 2008 – Dec 2013 |
4.97%
Nov 2002 – Nov 2012 |
4.74%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart