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CBMDX: WELLS FARGO C&B MID CAP VALUE FUND INVESTOR CLASS (MUTUAL FUND)

Basic Info

Asset Class:	MID-CAP VALUE
MyPlanIQ Rating:	Not Rated
Start Date:	02/19/1998
Last Dividend Date:	12/16/2014
12-Mo. Yield	0.12%
Expenses	1.25%
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Performance Analytics (As of 08/21/2020)

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	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 02/19/1998	2015	2014
Annualized Return(%) ?	0.0	0.0	0.0	1.2	7.6	9.1	8.9	-0.1	4.4
Sharpe Ratio ?	NA	0.21	1.06	0.75	0.08	NA	0.2	-0.01	0.36
Draw Down(%) ?	NA	13.2	13.2	24.4	69.8	NA	69.8	13.2	10.6

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 02/19/1998	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998
Annualized Return(%) ?	0.0	0.0	0.0	1.2	7.6	9.1	8.9	-0.1	4.4	36.7	18.3	-2.2	20.7	28.2	-34.8	-27.5	11.8	-2.2	7.8	37.6	-9.6	18.1	32.5	-3.0	-0.3
Sharpe Ratio ?	NA	0.21	1.06	0.75	0.08	NA	0.2	-0.01	0.36	3.08	1.26	-0.08	1.05	0.96	-0.9	-1.06	0.52	-0.3	0.51	2.02	-0.48	0.96	1.47	-0.4	-0.21
Draw Down(%) ?	NA	13.2	13.2	24.4	69.8	NA	69.8	13.2	10.6	4.1	10.6	24.4	18.1	29.8	48.0	34.9	11.6	10.9	11.9	15.5	31.9	15.3	10.6	19.2	25.0
Standard Deviation(%) ?	NA	14.0	12.9	16.9	24.5	NA	21.1	14.4	12.1	11.9	14.6	26.6	19.6	29.2	39.6	28.8	16.6	14.8	13.4	18.2	22.4	16.7	19.4	15.5	17.0
Treynor Ratio ?	NA	0.03	0.15	0.13	0.02	NA	0.05	0.0	0.05	0.39	0.18	-0.02	0.23	0.36	-0.41	-0.31	0.08	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Alpha	NA	-0.02	-0.02	-0.02	-0.04	NA	0.0	0.0	-0.03	0.01	0.01	-0.01	0.01	0.0	-0.02	-0.1	0.0	NA	NA	NA	NA	NA	NA	NA	NA
Beta	NA	0.89	0.94	0.98	0.89	NA	0.88	0.89	0.97	0.93	1.0	0.99	0.88	0.78	0.86	1.0	1.09	NA	NA	NA	NA	NA	NA	NA	NA
RSquared ?	NA	0.88	0.88	0.93	0.75	NA	0.54	0.88	0.86	0.91	0.92	0.96	0.93	0.92	0.92	0.39	0.1	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Yield(%)	N/A	0.1	0.5	0.6	4.5	5.4	N/A	0.0	0.1	0.4	1.1	0.5	0.6	0.6	1.1	18.7	13.8	8.7	3.1	1.3	0.0	0.5	0.9	0.0	0.0
Dividend Growth(%)	N/A	-55.7	19.0	-95.0	N/A	N/A	N/A	-100.0	-55.7	-59.8	100.0	4.8	36.1	-65.9	-95.7	51.6	58.3	197.4	215.7	2983.3	-90.3	-29.5	N/A	N/A	N/A

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 02/19/1998	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998
Annualized Return(%) ?	0.0	0.0	0.0	1.2	7.6	9.1	8.9	-0.1	4.4	36.7	18.3	-2.2	20.7	28.2	-34.8	-27.5	11.8	-2.2	7.8	37.6	-9.6	18.1	32.5	-3.0	-0.3
Sharpe Ratio ?	NA	0.21	1.06	0.75	0.08	NA	0.2	-0.01	0.36	3.08	1.26	-0.08	1.05	0.96	-0.9	-1.06	0.52	-0.3	0.51	2.02	-0.48	0.96	1.47	-0.4	-0.21
Draw Down(%) ?	NA	13.2	13.2	24.4	69.8	NA	69.8	13.2	10.6	4.1	10.6	24.4	18.1	29.8	48.0	34.9	11.6	10.9	11.9	15.5	31.9	15.3	10.6	19.2	25.0
Standard Deviation(%) ?	NA	14.0	12.9	16.9	24.5	NA	21.1	14.4	12.1	11.9	14.6	26.6	19.6	29.2	39.6	28.8	16.6	14.8	13.4	18.2	22.4	16.7	19.4	15.5	17.0
Treynor Ratio ?	NA	0.03	0.15	0.13	0.02	NA	0.05	0.0	0.05	0.39	0.18	-0.02	0.23	0.36	-0.41	-0.31	0.08	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Alpha	NA	-0.02	-0.02	-0.02	-0.04	NA	0.0	0.0	-0.03	0.01	0.01	-0.01	0.01	0.0	-0.02	-0.1	0.0	NA	NA	NA	NA	NA	NA	NA	NA
Beta	NA	0.89	0.94	0.98	0.89	NA	0.88	0.89	0.97	0.93	1.0	0.99	0.88	0.78	0.86	1.0	1.09	NA	NA	NA	NA	NA	NA	NA	NA
RSquared ?	NA	0.88	0.88	0.93	0.75	NA	0.54	0.88	0.86	0.91	0.92	0.96	0.93	0.92	0.92	0.39	0.1	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Yield(%)	N/A	0.1	0.5	0.6	4.5	5.4	N/A	0.0	0.1	0.4	1.1	0.5	0.6	0.6	1.1	18.7	13.8	8.7	3.1	1.3	0.0	0.5	0.9	0.0	0.0
Dividend Growth(%)	N/A	-55.7	19.0	-95.0	N/A	N/A	N/A	-100.0	-55.7	-59.8	100.0	4.8	36.1	-65.9	-95.7	51.6	58.3	197.4	215.7	2983.3	-90.3	-29.5	N/A	N/A	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/19/1998

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CBMDX: WELLS FARGO C&B MID CAP VALUE FUND INVESTOR CLASS (MUTUAL FUND)

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CBMDX: WELLS FARGO C&B MID CAP VALUE FUND INVESTOR CLASS (MUTUAL FUND)

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