Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGBYX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS Y) | NA | 2.59% | 0.94% | 1.74% | 3.58% | 5.02% | 4.15% | … | … |
Data as of 10/13/2017, Common starting date is 03/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGBYX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS Y) | 03/26/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.79 | 2.59 | 0.94 | 1.74 | 3.58 | 5.02 | 4.15 | … | … | 2.36 | 7.22 | -3.23 | -0.20 | 2.06 | 7.22 | 1.17 | 6.12 | 17.19 | -4.83 | 10.44 | 5.65 | 3.49 | 5.36 | 11.75 | 2.00 | 9.15 | -4.41 | 2.51 | 2.92 | 15.22 | 10.67 |
| Sharpe Ratio | NA | 0.70 | 0.22 | 0.53 | 1.08 | NA | NA | … | … | 0.81 | 2.39 | -1.04 | -0.07 | 0.74 | 3.16 | 0.43 | 2.74 | 6.31 | -1.19 | 2.32 | 0.67 | 0.46 | 1.15 | 3.14 | 0.22 | 2.21 | -2.09 | -0.18 | -0.10 | -11.46 | 2.69 |
| Standard Deviation(%) | NA | 2.95 | 3.20 | 2.99 | 3.09 | NA | NA | … | … | 3.00 | 2.92 | 3.15 | 3.22 | 2.76 | 2.29 | 2.66 | 2.20 | 2.71 | 4.80 | 3.22 | 3.53 | 2.87 | 3.85 | 3.52 | 4.15 | 3.15 | 4.04 | 4.01 | 4.13 | 3.48 | 3.93 |
| Draw Down(%) | NA | 1.79 | 8.40 | 9.41 | 13.66 | NA | NA | … | … | 1.79 | 1.69 | 6.18 | 6.56 | 3.57 | 1.93 | 4.39 | 1.70 | 1.42 | 13.66 | 1.28 | 2.37 | 1.92 | 4.09 | 3.92 | 4.94 | 1.13 | 5.89 | 3.96 | 9.71 | 3.32 | 1.22 |
| Yield(%) | 0.00 | 2.09 | 2.44 | 3.20 | 3.87 | 4.63 | 4.25 | … | … | 1.47 | 2.01 | 3.04 | 4.02 | 4.27 | 5.29 | 4.14 | 3.00 | 3.84 | 6.38 | 4.51 | 4.15 | 3.69 | 4.36 | 4.70 | 5.85 | 6.24 | 8.05 | 9.16 | 8.45 | 8.81 | 7.48 |
Data as of 10/13/2017, Common starting date is 03/26/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGBYX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS Y) |
-1.05%
Feb 2013 – Feb 2016 |
1.09%
Feb 2011 – Feb 2016 |
3.69%
Nov 1998 – Nov 2008 |
4.53%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGBYX (WADDELL & REED ADVISORS GLOBAL BOND FUND CLASS Y) |
9.74%
Apr 1996 – Apr 1999 |
7.98%
Oct 2002 – Oct 2007 |
6.55%
Oct 2002 – Oct 2012 |
6.12%
Apr 1996 – Apr 2011 |
Annualized Rolling Returns Comparison Chart