UNASX - Waddell & Reed Advs Wilshire Glb Allc A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return15.92%
5-Year Average Return4.20%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (Dec 30, 2017)43.61%
Worst 1 Yr Total Return (Dec 30, 2017)-25.93%
Best 3-Yr Total Return43.61%
Worst 3-Yr Total Return-5.42%

Trailing Returns (%) Vs. Benchmarks

ReturnUNASXCategory
YTD15.92%14.79%
1-Month1.24%1.09%
3-Month3.28%3.21%
1-Year15.92%14.79%
3-Year1.16%5.18%
5-Year4.20%5.90%
10-Year3.05%4.22%
Last Bull Market22.30%12.51%
Last Bear Market-22.15%-13.04%

Annual Total Return (%) History

Year
UNASXCategory
2017
15.92%14.79%
2016
-2.70%6.04%
2015
-8.22%-4.15%
2014
-5.27%1.54%
2013
25.25%10.07%
2012
18.91%10.74%
2011
-8.26%-3.99%
2010
8.90%10.58%
2009
24.91%24.37%
2008
-25.93%-28.98%
2007
43.61%11.39%
2006
20.26%16.61%
2005
23.67%6.56%
2004
13.04%15.24%
2003
10.93%25.32%
2002
3.28%-2.16%
2001
-10.70%-3.23%
2000
21.35%0.23%
1999
21.85%21.83%
1998
9.26%9.68%
1997
12.14%13.17%
1996
5.40%14.59%
1995
N/A16.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20175.55%2.63%3.61%3.28%
2016-3.80%1.28%1.51%-1.61%
20151.46%-1.44%-10.70%2.77%
2014-1.36%0.52%-4.20%-0.27%
20134.57%-0.78%9.89%9.85%
201213.95%-7.05%7.14%4.79%
20114.07%2.78%-19.34%6.33%
20100.46%-8.17%10.03%7.29%
20093.31%3.06%13.38%3.47%
2008-1.57%1.68%-18.47%-9.21%
20073.40%8.73%13.39%12.67%
200612.03%3.35%-2.22%6.22%
20052.37%0.77%15.73%3.58%
20043.24%-3.36%3.85%9.10%
2003-1.28%4.30%0.94%6.74%
20021.96%0.96%-1.12%1.46%
2001-7.55%-1.40%0.79%-2.80%
200015.10%-0.13%1.20%4.32%
19990.54%5.59%-0.26%15.07%
19987.38%4.07%-3.16%0.96%
1997-4.82%11.92%5.62%-0.33%
1996-0.38%2.29%-0.93%4.40%
19953.98%4.81%-1.42%N/A

Rank In Category (By Total Return)

YTD40
1-Month32
3-Month50
1-Year40
3-Year95
5-Year84

Load Adjusted Returns

1-Year9.25%
3-Year-0.82%
5-Year2.97%
10-Year2.44%