Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRRBX (W&R Adv:Retirement;B) | NA | -33.64% | -11.49% | -2.65% | NA | NA | NA | … | … |
Data as of 07/28/2009, Common starting date is 08/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRRBX (W&R Adv:Retirement;B) | 08/21/2000 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -33.64 | -11.49 | -2.65 | NA | NA | NA | … | … | 8.92 | -48.58 | 14.79 | 5.18 | 14.83 | 3.28 | 24.27 | -21.25 | -13.55 | -18.16 |
| Sharpe Ratio | NA | -0.70 | -0.41 | -0.17 | NA | NA | NA | … | … | 0.63 | -1.04 | 0.66 | 0.13 | 1.04 | 0.17 | 1.76 | -0.94 | -0.64 | -1.56 |
| Standard Deviation(%) | NA | 48.28 | 32.69 | 27.10 | NA | NA | NA | … | … | 25.53 | 47.56 | 17.99 | 14.05 | 12.21 | 13.99 | 13.38 | 23.69 | 25.22 | 29.99 |
| Draw Down(%) | NA | 52.30 | 60.52 | 60.52 | NA | NA | NA | … | … | 18.80 | 58.95 | 12.24 | 12.36 | 9.29 | 15.77 | 10.65 | 34.65 | 35.00 | 23.87 |
| Yield(%) | 0.00 | 0.00 | 0.01 | 0.01 | 2.19 | 1.46 | 1.10 | … | … | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.18 | 21.78 |
Data as of 07/28/2009, Common starting date is 08/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRRBX (W&R Adv:Retirement;B) |
-17.79%
Feb 2006 – Feb 2009 |
-8.07%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRRBX (W&R Adv:Retirement;B) |
17.47%
Sep 2002 – Sep 2005 |
15.48%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart