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SSHIX: WELLS FARGO SHORT-TERM BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 8.42 0.02(0.24%) May 02
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (88%) |
Start Date: | 09/29/1999 |
Last Dividend Date: | 04/24/2024 |
12-Mo. Yield | 3.43% |
Expenses | 0.25% |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/18/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 1.3 | 4.9 | 0.7 | 2.3 | 2.0 | 2.6 | 2.7 | 2.8 | 6.2 | -4.6 | 0.2 | 6.1 | 4.8 | 1.4 | 1.3 | 2.2 | 0.9 | 1.2 | 1.1 | 3.2 | 2.0 | 4.9 | 9.9 | -0.2 | 4.9 | 4.8 | 1.3 | 2.6 | 4.1 | 0.9 | 5.0 | 7.7 | 2.1 |
Sharpe Ratio | NA | -1.37 | 0.02 | -0.79 | 0.22 | 0.45 | NA | NA | 0.86 | 0.71 | -2.39 | 0.16 | 2.16 | 2.16 | 0.08 | 0.66 | 1.59 | 0.69 | 1.18 | 1.16 | 3.36 | 1.43 | 2.75 | 4.23 | -0.35 | 0.86 | 0.78 | -0.59 | 0.77 | 1.44 | -0.08 | 0.87 | 1.44 | 1.8 |
Draw Down(%) | NA | 0.7 | 1.2 | 6.9 | 6.9 | 6.9 | NA | NA | 6.9 | 1.4 | 6.4 | 0.6 | 5.4 | 0.6 | 0.5 | 0.4 | 0.7 | 0.5 | 0.7 | 0.7 | 0.2 | 1.0 | 0.9 | 0.9 | 4.2 | 0.8 | 0.7 | 0.7 | 2.0 | 1.5 | 2.5 | 2.2 | 0.5 | 0.4 |
Standard Deviation(%) | NA | 2.2 | 2.3 | 2.3 | 2.3 | 1.8 | NA | NA | 2.0 | 2.7 | 2.5 | 0.8 | 2.7 | 1.6 | 1.1 | 1.0 | 1.2 | 1.2 | 1.0 | 1.0 | 0.9 | 1.4 | 1.8 | 2.3 | 3.2 | 2.2 | 2.0 | 1.5 | 2.2 | 2.4 | 2.7 | 3.1 | 2.5 | 2.7 |
Treynor Ratio | NA | -0.05 | 0.0 | -0.03 | 0.01 | 0.01 | NA | NA | 0.03 | 0.03 | -0.1 | 0.0 | 0.07 | 0.05 | 0.0 | 0.02 | 0.04 | 0.02 | 0.03 | 0.03 | 0.07 | 0.03 | 0.07 | 0.15 | -0.02 | 0.03 | 0.02 | -0.01 | 0.02 | 0.04 | 0.0 | 0.03 | 0.04 | 0.06 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 |
Beta | NA | 0.63 | 0.62 | 0.63 | 0.67 | 0.64 | NA | NA | 0.69 | 0.67 | 0.62 | 0.31 | 0.83 | 0.69 | 0.54 | 0.45 | 0.54 | 0.53 | 0.49 | 0.43 | 0.46 | 0.7 | 0.67 | 0.65 | 0.56 | 0.76 | 0.93 | 0.63 | 0.93 | 0.95 | 0.78 | 0.82 | 0.81 | 0.86 |
RSquared | NA | 0.66 | 0.74 | 0.76 | 0.74 | 0.67 | NA | NA | 0.64 | 0.78 | 0.82 | 0.26 | 0.78 | 0.58 | 0.45 | 0.32 | 0.5 | 0.49 | 0.4 | 0.37 | 0.36 | 0.6 | 0.57 | 0.64 | 0.48 | 0.69 | 0.74 | 0.45 | 0.76 | 0.77 | 0.62 | 0.74 | 0.69 | 0.76 |
Yield(%) | N/A | 1.3 | 4.3 | 2.8 | 2.9 | 2.3 | 2.5 | 2.9 | N/A | 4.0 | 1.9 | 2.2 | 3.5 | 2.8 | 2.5 | 1.4 | 1.4 | 1.7 | 1.6 | 1.5 | 1.6 | 2.8 | 3.0 | 4.2 | 4.4 | 5.6 | 5.3 | 3.2 | 4.1 | 4.1 | 5.1 | 6.7 | 7.0 | 2.3 |
Dividend Growth(%) | N/A | -66.7 | 71.4 | 2.7 | 62.0 | -30.3 | N/A | N/A | N/A | 94.1 | -15.0 | -35.5 | 29.2 | 9.1 | 83.3 | 0.0 | -20.0 | 7.1 | 7.7 | -7.1 | -41.7 | -7.7 | -23.5 | -8.1 | -22.9 | 6.7 | 60.7 | -22.2 | 0.0 | -23.4 | -25.4 | -4.5 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/2000
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