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STNFX: WELLS FARGO LARGE CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 42.15 0.52(1.25%) May 02
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (2%) |
Start Date: | 07/30/2010 |
Last Dividend Date: | 12/11/2023 |
12-Mo. Yield | 18.92% |
Expenses | 0.95% |
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Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/30/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 10.2 | 35.6 | 5.3 | 12.1 | 13.0 | 14.3 | 40.9 | -30.9 | 15.8 | 32.3 | 33.1 | 1.2 | 33.4 | -2.1 | 4.7 | 9.9 | 34.9 | 13.0 | 3.3 | 19.8 |
Sharpe Ratio | NA | 2.01 | 2.25 | 0.13 | 0.42 | 0.58 | 0.67 | 2.34 | -1.05 | 0.85 | 0.87 | 2.03 | 0.0 | 3.52 | -0.15 | 0.28 | 0.69 | 2.81 | 0.85 | 0.13 | 3.51 |
Draw Down(%) | NA | 7.8 | 9.9 | 36.6 | 36.6 | 36.6 | 36.6 | 9.9 | 34.1 | 9.8 | 32.9 | 7.9 | 22.7 | 3.4 | 14.9 | 12.2 | 9.1 | 5.7 | 12.2 | 18.6 | 7.0 |
Standard Deviation(%) | NA | 18.3 | 16.2 | 22.4 | 25.2 | 21.1 | 20.3 | 15.8 | 30.9 | 18.6 | 36.7 | 15.6 | 22.1 | 9.3 | 15.2 | 16.6 | 14.4 | 12.4 | 15.4 | 25.4 | 15.1 |
Treynor Ratio | NA | 0.39 | 0.42 | 0.04 | 0.12 | 0.13 | 0.15 | 0.46 | -0.4 | 0.19 | 0.32 | 0.44 | 0.0 | 0.31 | -0.02 | 0.05 | 0.1 | 0.35 | 0.13 | 0.03 | 0.55 |
Alpha | NA | 0.04 | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | -0.07 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.02 | 0.02 |
Beta | NA | 0.95 | 0.87 | 0.82 | 0.89 | 0.91 | 0.92 | 0.8 | 0.82 | 0.83 | 1.0 | 0.72 | 1.05 | 1.06 | 1.01 | 1.02 | 1.04 | 1.01 | 1.03 | 0.95 | 0.97 |
RSquared | NA | 0.96 | 0.92 | 0.94 | 0.94 | 0.93 | 0.93 | 0.91 | 0.96 | 0.91 | 0.95 | 0.71 | 0.98 | 0.94 | 0.97 | 0.97 | 0.97 | 0.95 | 0.95 | 0.99 | 0.96 |
Yield(%) | N/A | 0.0 | 19.3 | 11.3 | 13.2 | 13.3 | N/A | 22.1 | 6.8 | 15.5 | 15.5 | 11.6 | 23.7 | 24.3 | 5.2 | 5.9 | 4.7 | 4.3 | 0.4 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 102.8 | -17.6 | 2.0 | N/A | N/A | 102.8 | -54.9 | 12.6 | 63.4 | -62.2 | 5.9 | 346.8 | -14.4 | 31.9 | 39.1 | 1272.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/2010
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