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EKWYX: WELLS FARGO ADVANTAGE PRECIOUS METALS FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 84.37 1.61(1.87%) May 08
| Asset Class: | EQUITY PRECIOUS METALS |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 12/20/2000 |
| Last Dividend Date: | 12/15/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.09% |
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Performance Analytics (As of 05/02/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/20/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.5 | 47.9 | 63.3 | 17.8 | 11.0 | 11.1 | 2.5 | 7.9 | 11.5 | 20.3 | 9.2 | -7.5 | -10.7 | 24.8 | 40.8 | -12.6 | 10.0 | 45.7 | -24.3 | -6.5 | -48.5 | -7.4 | -15.7 | 38.1 | 47.1 | -21.8 | 23.9 | 36.8 | 36.0 | -5.6 | 67.2 | 72.9 | 24.5 | 0.9 |
| Sharpe Ratio | NA | 5.26 | 1.74 | 0.43 | 0.26 | 0.27 | NA | NA | 0.29 | 0.49 | 0.18 | -0.25 | -0.39 | 0.51 | 1.66 | -0.58 | 0.38 | 1.04 | -0.64 | -0.19 | -1.26 | -0.28 | -0.53 | 1.38 | 1.1 | -0.34 | 0.69 | 0.95 | 1.31 | -0.22 | 2.49 | 2.21 | 0.96 | 6.85 |
| Draw Down(%) | NA | 8.2 | 18.9 | 36.4 | 48.9 | 48.9 | NA | NA | 76.4 | 18.9 | 26.2 | 42.7 | 26.0 | 32.8 | 15.8 | 28.7 | 17.9 | 38.8 | 39.5 | 36.2 | 51.2 | 31.0 | 25.5 | 19.1 | 19.0 | 67.9 | 20.8 | 29.9 | 23.7 | 29.4 | 21.6 | 35.0 | 16.3 | 0.3 |
| Standard Deviation(%) | NA | 34.2 | 30.1 | 30.9 | 31.3 | 33.0 | NA | NA | 34.4 | 27.9 | 26.9 | 36.0 | 27.7 | 47.8 | 23.7 | 23.8 | 24.5 | 43.7 | 38.0 | 34.6 | 38.6 | 26.6 | 29.9 | 27.6 | 42.7 | 67.1 | 30.4 | 35.4 | 25.7 | 29.9 | 26.7 | 32.4 | 23.5 | 6.2 |
| Treynor Ratio | NA | 1.93 | 0.49 | 0.11 | 0.07 | 0.09 | NA | NA | 0.11 | 0.1 | 0.04 | -0.07 | -0.11 | 0.44 | 0.83 | -0.15 | 0.09 | 0.42 | -0.21 | -0.05 | -0.33 | -0.09 | -0.22 | 0.52 | 0.8 | -0.26 | 0.21 | 0.28 | 0.28 | -0.05 | 0.54 | 0.57 | 0.24 | 0.53 |
| Alpha | NA | 0.29 | 0.16 | 0.03 | -0.02 | 0.03 | NA | NA | 0.02 | 0.07 | 0.0 | -0.05 | -0.1 | 0.09 | 0.11 | 0.1 | -0.01 | -0.02 | 0.05 | 0.05 | 0.01 | 0.02 | 0.0 | 0.04 | 0.04 | 0.21 | -0.03 | -0.01 | -0.04 | -0.06 | -0.02 | 0.08 | 0.03 | -0.32 |
| Beta | NA | 0.93 | 1.06 | 1.21 | 1.13 | 1.0 | NA | NA | 0.95 | 1.31 | 1.27 | 1.25 | 0.95 | 0.55 | 0.47 | 0.94 | 1.03 | 1.08 | 1.15 | 1.38 | 1.47 | 0.86 | 0.72 | 0.74 | 0.59 | 0.87 | 1.01 | 1.22 | 1.21 | 1.33 | 1.23 | 1.26 | 0.94 | 0.79 |
| RSquared | NA | 0.47 | 0.47 | 0.52 | 0.42 | 0.5 | NA | NA | 0.57 | 0.49 | 0.45 | 0.56 | 0.29 | 0.13 | 0.04 | 0.57 | 0.92 | 0.93 | 0.9 | 0.81 | 0.64 | 0.65 | 0.68 | 0.62 | 0.34 | 0.57 | 0.77 | 0.79 | 0.64 | 0.78 | 0.73 | 0.82 | 0.63 | 0.75 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.6 | 1.0 | 1.2 | 1.7 | 5.1 | N/A | 0.0 | 0.0 | 1.9 | 1.4 | 2.4 | 0.5 | 0.0 | 1.5 | 2.1 | 0.0 | 0.0 | 0.3 | 2.9 | 2.4 | 14.8 | 0.0 | 2.4 | 8.9 | 7.3 | 1.3 | 0.0 | 4.6 | 1.7 | 0.0 | 0.4 |
| Dividend Growth(%) | N/A | N/A | N/A | -54.8 | 134.9 | -84.7 | N/A | N/A | N/A | N/A | -100.0 | 13.5 | -23.6 | 551.2 | N/A | -100.0 | 4.8 | N/A | N/A | -100.0 | -90.6 | 7.4 | -81.2 | N/A | -100.0 | -66.3 | 43.9 | 724.5 | N/A | -100.0 | 352.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/2000
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See EQUITY PRECIOUS METALS Asset Class Trend Rankings |
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* Day change on 05/08/2025.Latest Articles Related to EKWYX
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