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EGWAX: WELLS FARGO ADVANTAGE TRADITIONAL SMALL CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 13.55 0.14(1.02%) July 07
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 07/01/1996 |
| Last Dividend Date: | 12/09/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.23% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 0.7 | 10.4 | 10.0 | 3.0 | 7.2 | 10.0 | 7.7 | 7.5 | 13.6 | 13.1 | -42.5 | -18.0 | 61.6 | 35.2 | -2.3 | 21.8 | 8.0 | -7.4 | 2.2 | 43.4 | 13.7 | -5.1 | 27.2 | 40.9 | -41.8 | 10.3 | 10.7 | 6.1 | 13.7 | 38.7 | -26.9 | -7.2 | 14.6 | 21.3 | 1.6 | 18.6 | 2.0 |
| Sharpe Ratio | NA | 0.01 | 0.33 | 0.28 | 0.03 | 0.23 | NA | NA | 0.24 | 0.36 | 0.48 | -1.09 | -0.53 | 1.55 | 1.92 | -0.18 | 1.89 | 0.4 | -0.41 | 0.11 | 2.69 | 0.73 | -0.15 | 1.17 | 1.33 | -1.05 | 0.38 | 0.44 | 0.26 | 0.7 | 1.96 | -1.09 | -0.32 | 0.32 | 1.04 | -0.08 | 0.93 | 0.04 |
| Draw Down(%) | NA | 24.7 | 26.5 | 26.5 | 51.1 | 51.1 | NA | NA | 57.0 | 10.7 | 19.1 | 44.1 | 31.6 | 37.9 | 12.7 | 27.9 | 4.1 | 18.7 | 17.3 | 18.5 | 6.8 | 13.1 | 31.7 | 17.1 | 22.0 | 53.0 | 12.3 | 19.0 | 11.2 | 18.5 | 12.2 | 38.5 | 31.7 | 22.9 | 18.1 | 39.9 | 17.1 | 12.1 |
| Standard Deviation(%) | NA | 28.3 | 25.3 | 23.2 | 27.0 | 25.3 | NA | NA | 24.4 | 19.3 | 18.7 | 40.5 | 33.9 | 39.4 | 17.6 | 20.4 | 11.2 | 19.6 | 18.2 | 20.0 | 16.1 | 18.9 | 34.5 | 23.2 | 30.7 | 40.6 | 19.2 | 17.1 | 14.8 | 18.1 | 19.4 | 25.6 | 29.9 | 33.2 | 17.3 | 22.2 | 16.1 | 14.9 |
| Treynor Ratio | NA | 0.0 | 0.09 | 0.07 | 0.01 | 0.06 | NA | NA | 0.06 | 0.07 | 0.1 | -0.37 | -0.14 | 0.6 | 0.32 | -0.04 | 0.21 | 0.07 | -0.07 | 0.02 | 0.41 | 0.13 | -0.05 | 0.28 | 0.44 | -0.46 | 0.07 | 0.08 | 0.04 | 0.13 | 0.39 | -0.28 | -0.09 | 0.12 | 0.21 | -0.02 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | -0.02 | 0.0 | NA | NA | 0.0 | -0.01 | -0.02 | -0.05 | -0.1 | 0.07 | 0.0 | 0.02 | 0.0 | -0.01 | -0.02 | -0.01 | 0.01 | -0.02 | -0.01 | -0.01 | 0.01 | -0.03 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.06 | -0.02 | 0.06 | 0.01 | 0.01 | NA | NA |
| Beta | NA | 0.94 | 0.98 | 0.97 | 1.09 | 1.06 | NA | NA | 1.0 | 0.99 | 0.91 | 1.18 | 1.31 | 1.01 | 1.07 | 1.02 | 1.0 | 1.07 | 1.07 | 1.2 | 1.07 | 1.06 | 1.06 | 0.96 | 0.93 | 0.93 | 1.02 | 0.99 | 0.98 | 0.97 | 0.97 | 0.99 | 1.12 | 0.87 | 0.87 | 0.88 | NA | NA |
| RSquared | NA | 0.93 | 0.93 | 0.93 | 0.92 | 0.93 | NA | NA | 0.9 | 0.91 | 0.91 | 0.92 | 0.7 | 0.96 | 0.92 | 0.93 | 0.84 | 0.91 | 0.88 | 0.89 | 0.91 | 0.93 | 0.99 | 0.98 | 0.98 | 0.98 | 0.95 | 0.97 | 0.96 | 0.97 | 0.95 | 0.93 | 0.9 | 0.86 | 0.61 | 0.75 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 4.8 | 15.6 | 3.7 | 8.4 | 27.0 | 7.5 | 3.1 | 21.5 | 17.0 | 20.6 | 1.4 | 0.0 | 0.0 | 0.0 | 0.1 | 17.4 | 12.6 | 11.8 | 0.0 | 0.0 | 0.0 | 0.0 | 29.2 | 5.1 | 3.2 | 7.7 | 14.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -74.1 | 563.3 | -43.6 | -77.8 | 312.9 | 165.1 | -90.0 | 7.5 | -3.6 | 1550.2 | N/A | N/A | N/A | -100.0 | -99.4 | 32.3 | 4.4 | N/A | N/A | N/A | N/A | -100.0 | 555.9 | 54.8 | -52.9 | -53.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/1996
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