Find A Portfolio/Ticker
Comparison Box
EAD: Wells Fargo Advantage Inc Opp (CEF)
Basic Info 6.18 0(0.0%) March 22
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 02/27/2003 |
| Last Dividend Date: | 03/10/2023 |
| 12-Mo. Yield | 7.94% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.5 | 1.2 | -2.7 | 20.6 | 7.1 | 6.1 | 7.7 | 6.7 | -13.7 | 25.1 | 6.5 | 15.6 | -13.9 | 2.1 | 26.5 | -7.5 | 5.8 | -0.5 | 7.8 | 16.1 | 9.2 | 101.9 | -43.2 | -15.6 | 27.7 | -10.3 | 16.5 | 14.1 |
| SR | NA | -0.27 | -0.28 | 0.61 | 0.28 | 0.33 | NA | 0.28 | -0.74 | 2.53 | 0.16 | 1.61 | -1.41 | 0.17 | 2.07 | -0.68 | 0.63 | -0.05 | 0.5 | 0.8 | 0.54 | 2.95 | -0.78 | -0.96 | 2.92 | -1.22 | 1.29 | 2.03 |
| DD(%) | NA | 9.3 | 17.2 | 23.1 | 41.5 | 41.5 | NA | 67.3 | 23.1 | 4.7 | 41.5 | 4.8 | 18.3 | 5.7 | 11.1 | 16.5 | 9.6 | 13.9 | 11.3 | 18.9 | 13.1 | 30.4 | 63.3 | 25.0 | 4.3 | 12.8 | 10.8 | 7.7 |
| SD(%) | NA | 16.5 | 19.6 | 22.8 | 20.9 | 16.6 | NA | 21.0 | 20.5 | 9.9 | 37.9 | 8.9 | 10.8 | 8.8 | 12.6 | 11.1 | 9.2 | 12.7 | 15.7 | 20.0 | 16.9 | 34.6 | 56.1 | 19.4 | 8.4 | 10.2 | 12.0 | 8.0 |
| TR | NA | -0.04 | -0.04 | 0.07 | 0.03 | 0.03 | NA | 0.03 | -0.09 | 0.21 | 0.03 | 0.14 | -0.18 | 0.02 | 0.18 | -0.06 | 0.05 | -0.01 | 0.07 | 0.14 | 0.11 | 0.99 | -0.15 | -0.15 | 1.04 | -0.12 | 0.25 | 0.32 |
| Alpha(%) | NA | -0.03 | -0.01 | 0.02 | 0.01 | 0.0 | NA | 0.0 | 0.0 | 0.07 | 0.0 | 0.0 | -0.05 | -0.01 | 0.03 | -0.02 | 0.0 | -0.01 | -0.03 | 0.04 | 0.0 | 0.17 | 0.12 | -0.07 | 0.08 | -0.05 | 0.04 | 0.03 |
| Beta(%) | NA | 1.2 | 1.51 | 1.94 | 1.99 | 1.79 | NA | 1.72 | 1.72 | 1.17 | 2.48 | 1.02 | 0.87 | 0.63 | 1.49 | 1.27 | 1.27 | 0.82 | 1.17 | 1.15 | 0.83 | 1.03 | 2.91 | 1.25 | 0.24 | 1.03 | 0.61 | 0.5 |
| RS | NA | 0.34 | 0.4 | 0.39 | 0.41 | 0.35 | NA | 0.18 | 0.43 | 0.09 | 0.52 | 0.15 | 0.09 | 0.04 | 0.35 | 0.21 | 0.23 | 0.04 | 0.06 | 0.09 | 0.05 | 0.03 | 0.22 | 0.07 | 0.01 | 0.09 | 0.03 | 0.05 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
Best Mutual Funds
- MHITX (MFS High Income A) 0.0% (100%)
- VWEHX (Vanguard High-Yield Corporate Inv) 0.19% (95%)
- FHYTX (Federated High-Yield Svc) 0.17% (95%)
- TAHYX (Pioneer High Yield A) (95%)
- PRHYX (T. Rowe Price High-Yield) 0.36% (94%)
- RYHGX (Rydex High Yield Strategy H) 0.28% (94%)
- FYAIX (Access Flex High Yield Inv) 0.14% (93%)
- PHYTX (Principal High Yield Inst) 0.32% (93%)
- STHTX (RidgeWorth High Income I) 0.18% (93%)
- PHAYX (Putnam High Yield Advantage Y) (93%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bd) 0.09% (95%)
- PHB (PowerShares Fundamental HiYld CorpBd ETF) 0.06% (94%)
- JNK (SPDR Barclays High Yield Bond ETF) 0.11% (94%)
- HYLD (AdvisorShares Peritus High Yield ETF) 0.38% (32%)
- HYS (PIMCO 0-5 Year High Yield Corp Bd ETF) 0.20% (32%)
- SJNK (SPDR® Barclays Short Term Hi Yld Bd ETF) 0.08% (31%)
- ANGL (Market Vectors® FallenAngel HiYld Bd ETF) 0.15% (30%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield VI) 0.12% (100%)
- DSU (BlackRock Debt Strategies) 0.75% (99%)
- BLW (BlackRock Limited Duration Income) 0.71% (99%)
- DHY (Credit Suisse High Yield Bond Common) 0.0% (99%)
- CIK (Credit Suisse Income) 1.20% (99%)
- DHF (Dreyfus High Yield Strategies) 0.93% (98%)
- EAD (Wells Fargo Advantage Inc Opp) 0.0% (98%)
- HYI (Western Asset High Yield Defined Opps ) 1.19% (98%)
- MCI (Babson Capital Corporate Invs Common) 1.20% (98%)
- MPV (Babson Cap Participation Invs) 0.23% (97%)
Latest Articles Related to EAD
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
