Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Thursday, January 7, 2010, 4:58AM ET - U.S. Markets open in 4 hours and 32 minutes. Dow Up 0.02% Nasdaq  0.00%
Waddell & Reed Bond Y (WYABX)On Jan 6: 6.11  Down 0.01 (0.16%)  
MORE ON WYABX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:8.98%
5-Year Average Return:4.46%
Number of Years Up:5
Number of Years Down:0
Best 1-Yr Total Return (2007):5.90%
Worst 1-Yr Total Return (2008):0.40%
Best 3-Yr Total Return (2005-7):4.00%
Worst 3-Yr Total Return (2006-8):3.52%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnWYABXCategoryDiffIndex*Diff
Year To Date8.9814.86-5.887.611.37
1-Month1.341.130.211.290.05
3-Month2.713.76-1.052.86-0.15
1-Year11.7718.84-7.0711.630.14
3-Year4.854.580.276.40-1.55
5-Year4.464.200.265.49-1.03
Last Bull Market ( 28-Feb-09 to 30-Sep-09)7.6813.91-6.237.060.62
Last Bear Market ( 31-Aug-08 to 31-Aug-09)7.256.570.687.94-0.69
* Index means [ BarCap US Agg Bond TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearWYABXCategoryDiff
2009N/AN/AN/A
2008
 
0.40-4.705.10
2007
 
5.904.701.20
2006
 
4.354.150.20
2005
 
1.781.80-0.02
2004
 
4.593.910.68
2003
 
5.305.100.20
2002
 
9.618.041.57
2001
 
7.847.640.20
2000
 
9.449.440.00
1999
 
-0.80-1.350.55
PAST QUARTERLY RETURNS (%) FOR WYABX 
Q1Q2Q3Q4
20090.752.153.96N/A
20080.18-0.75-0.931.93
20071.66-0.652.542.26
2006-0.480.143.401.27
2005-0.562.80-0.770.33
20042.67-2.483.211.21
20031.672.710.110.71
2002-0.023.634.161.56
20012.670.344.610.06
20002.390.882.103.76
1999N/AN/AN/A0.02
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date923112681.97
1-Month899116876.97
3-Month880115875.99
6-Month923114080.96
1-Year802112071.61
3-Year51597053.09
5-Year41485448.48

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder