Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCMBX (WADDELL & REED ADVISORS MUNICIPAL BOND FUND CLASS C) | NA | -1.01% | 0.82% | 1.22% | 3.31% | 3.22% | NA | … | … |
Data as of 10/19/2017, Common starting date is 10/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCMBX (WADDELL & REED ADVISORS MUNICIPAL BOND FUND CLASS C) | 10/13/1999 | 10/19/2017 |
| 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 (%) | -1.14 | -1.01 | 0.82 | 1.22 | 3.31 | 3.22 | NA | … | … | 0.81 | -0.17 | 1.81 | 7.66 | -4.13 | 6.73 | 8.87 | 2.35 | 12.18 | -2.07 | 2.15 | 2.64 | 1.06 | 2.51 | 3.83 | 8.22 | 1.47 | 8.90 | -2.60 |
| Sharpe Ratio | NA | -0.67 | 0.32 | 0.54 | 1.22 | NA | NA | … | … | 0.20 | -0.21 | 1.07 | 4.51 | -1.63 | 3.31 | 3.68 | 0.84 | 4.42 | -0.69 | -0.50 | -0.36 | -0.49 | 0.43 | 0.84 | 2.07 | -0.36 | 1.94 | -3.31 |
| Standard Deviation(%) | NA | 2.30 | 1.82 | 2.00 | 2.52 | NA | NA | … | … | 2.12 | 1.76 | 1.66 | 1.70 | 2.55 | 2.03 | 2.40 | 2.68 | 2.73 | 4.33 | 1.75 | 1.81 | 2.28 | 3.61 | 3.75 | 3.44 | 2.44 | 2.50 | 4.50 |
| Draw Down(%) | NA | 2.88 | 3.91 | 6.85 | 8.26 | NA | NA | … | … | 1.88 | 3.91 | 2.14 | 1.26 | 6.80 | 1.50 | 2.30 | 5.27 | 2.08 | 8.26 | 1.52 | 1.21 | 2.51 | 5.90 | 6.23 | 4.41 | 4.74 | 3.60 | 3.19 |
| Yield(%) | 0.00 | 1.83 | 1.84 | 2.00 | 2.75 | 2.78 | 2.68 | … | … | 1.29 | 1.96 | 1.91 | 2.34 | 2.27 | 2.63 | 3.44 | 3.65 | 3.50 | 2.75 | 3.11 | 2.74 | 2.59 | 2.61 | 2.64 | 3.17 | 4.13 | 4.29 | 1.08 |
Data as of 10/19/2017, 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 |
|---|---|---|---|---|
| WCMBX (WADDELL & REED ADVISORS MUNICIPAL BOND FUND CLASS C) |
0.86%
Nov 2005 – Nov 2008 |
1.24%
Dec 2003 – Dec 2008 |
3.13%
Mar 2001 – Mar 2011 |
3.03%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCMBX (WADDELL & REED ADVISORS MUNICIPAL BOND FUND CLASS C) |
7.72%
Dec 2008 – Dec 2011 |
5.95%
Feb 2008 – Feb 2013 |
4.32%
Nov 2002 – Nov 2012 |
4.23%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart