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EMGBX: Wells Fargo Advantage Emerg Mkts Eq B (MUTUAL FUND)
Basic Info
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/09/2011 |
12-Mo. Yield | 0.00% |
Expenses | 2.45% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -9.5 | -5.2 | 5.0 | 3.4 | 3.5 | 16.7 | 10.8 | -14.0 | -5.9 | -3.3 | 11.6 | -14.8 | 21.4 | 71.6 | -48.0 | 32.5 | 45.2 | 31.6 | 17.0 | 56.7 | -4.4 | -0.1 | -33.8 | 54.2 | -23.9 | 12.8 | -1.5 |
Sharpe Ratio | NA | 1.8 | 0.1 | 0.08 | 0.09 | NA | NA | 0.17 | 6.88 | 0.63 | -0.86 | -0.5 | -0.28 | 0.82 | -0.69 | 1.14 | 2.56 | -1.06 | 1.25 | 2.15 | 2.41 | 0.96 | 4.17 | -0.24 | -0.12 | -1.71 | 3.14 | -1.79 | -2.43 | -0.72 |
Draw Down(%) | NA | 10.8 | 34.5 | 34.5 | 62.1 | NA | NA | 62.1 | 2.6 | 11.2 | 24.5 | 18.2 | 13.7 | 16.6 | 22.8 | 14.2 | 21.3 | 61.0 | 19.2 | 26.2 | 10.6 | 21.7 | 12.3 | 31.7 | 34.3 | 41.2 | 11.5 | 32.8 | 20.6 | 10.3 |
Standard Deviation(%) | NA | 13.1 | 14.9 | 14.2 | 23.0 | NA | NA | 20.4 | 8.2 | 16.8 | 16.3 | 11.9 | 12.2 | 14.2 | 21.5 | 18.6 | 28.0 | 46.2 | 23.6 | 19.6 | 12.2 | 16.7 | 13.4 | 22.7 | 20.8 | 22.1 | 16.2 | 15.2 | 17.4 | 8.9 |
Treynor Ratio | NA | 0.25 | 0.02 | 0.01 | 0.02 | NA | NA | 0.04 | 0.68 | 0.11 | -0.16 | -0.07 | -0.04 | 0.14 | -0.18 | 0.25 | 0.84 | -0.55 | 0.31 | 0.41 | 0.33 | 0.17 | 0.66 | -0.08 | -0.03 | -0.39 | 0.69 | -0.65 | -0.56 | -0.08 |
Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.07 | 0.0 | 0.0 | -0.03 | 0.0 | -0.01 | 0.0 | 0.02 | 0.02 | 0.0 | -0.01 | 0.04 | 0.01 | -0.02 | 0.02 | 0.01 | 0.01 | -0.04 | 0.03 | -0.08 | 0.05 | -0.02 |
Beta | NA | 0.96 | 0.9 | 0.87 | 0.87 | NA | NA | 0.83 | 0.83 | 0.93 | 0.87 | 0.88 | 0.82 | 0.84 | 0.81 | 0.86 | 0.85 | 0.88 | 0.96 | 1.02 | 0.9 | 0.93 | 0.85 | 0.71 | 0.75 | 0.97 | 0.73 | 0.42 | 0.76 | 0.78 |
RSquared | NA | 0.89 | 0.92 | 0.91 | 0.94 | NA | NA | 0.83 | 0.77 | 0.93 | 0.93 | 0.91 | 0.89 | 0.94 | 0.95 | 0.96 | 0.98 | 0.92 | 0.97 | 0.95 | 0.91 | 0.85 | 0.85 | 0.32 | 0.72 | 0.81 | 0.59 | 0.57 | 0.71 | 0.58 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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