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NVSOX: Wells Fargo Advantage Small Cap Opp Adm (MUTUAL FUND)
Basic Info 10.55 0.14(1.31%) May 31
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 11/11/1998 |
| Last Dividend Date: | 12/15/2022 |
| 12-Mo. Yield | 0.18% |
| Expenses | 0.60% |
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Performance Analytics (As of 05/26/2023)
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 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.9 | -0.1 | -4.0 | 12.9 | 2.2 | 7.1 | 6.7 | 9.6 | -16.0 | 23.5 | 11.8 | 22.5 | -18.5 | 14.8 | 19.4 | -1.3 | 8.7 | 34.8 | 12.5 | -4.4 | 20.9 | 33.8 | -32.2 | 11.1 | 21.8 | 6.4 | 25.8 | 36.9 | -18.9 | 12.9 | 30.9 | 13.8 | 3.5 |
| SR | NA | -0.17 | -0.16 | 0.5 | 0.05 | 0.3 | NA | 0.4 | -0.64 | 1.09 | 0.26 | 1.32 | -1.12 | 1.5 | 1.28 | -0.1 | 0.66 | 2.93 | 0.93 | -0.17 | 1.1 | 1.19 | -0.89 | 0.55 | 1.38 | 0.32 | 1.84 | 2.32 | -0.88 | 0.56 | 1.19 | 0.84 | 2.04 |
| DD(%) | NA | 13.0 | 17.8 | 27.6 | 48.3 | 48.3 | NA | 51.0 | 25.5 | 9.8 | 45.3 | 9.6 | 29.0 | 5.6 | 12.2 | 12.0 | 10.7 | 4.7 | 10.6 | 26.2 | 14.7 | 26.4 | 47.1 | 9.2 | 11.4 | 8.2 | 10.0 | 12.2 | 31.6 | 17.9 | 11.2 | 12.9 | 5.9 |
| SD(%) | NA | 20.1 | 24.6 | 24.3 | 27.5 | 21.5 | NA | 20.9 | 27.2 | 21.6 | 44.1 | 16.0 | 17.6 | 9.5 | 15.1 | 13.9 | 13.1 | 11.9 | 13.5 | 26.8 | 18.9 | 28.4 | 37.3 | 14.8 | 13.5 | 13.0 | 13.5 | 15.6 | 22.9 | 19.2 | 22.6 | 12.6 | 13.0 |
| TR | NA | -0.04 | -0.05 | 0.14 | 0.01 | 0.07 | NA | 0.1 | -0.22 | 0.26 | 0.11 | 0.22 | -0.22 | 0.17 | 0.23 | -0.02 | 0.11 | 0.43 | 0.16 | -0.05 | 0.27 | 0.4 | -0.39 | 0.1 | 0.24 | 0.05 | 0.35 | 0.47 | -0.23 | 0.15 | 0.49 | 0.16 | 0.38 |
| Alpha(%) | NA | -0.06 | -0.02 | 0.03 | -0.01 | 0.0 | NA | 0.01 | 0.03 | 0.07 | -0.08 | -0.03 | -0.06 | -0.01 | 0.04 | 0.0 | 0.02 | 0.02 | 0.0 | -0.02 | -0.01 | -0.01 | 0.01 | 0.01 | 0.04 | -0.01 | 0.05 | 0.01 | -0.03 | 0.05 | 0.1 | 0.0 | -0.13 |
| Beta(%) | NA | 0.91 | 0.83 | 0.85 | 0.94 | 0.92 | NA | 0.82 | 0.78 | 0.89 | 1.1 | 0.95 | 0.88 | 0.86 | 0.84 | 0.85 | 0.81 | 0.8 | 0.77 | 0.82 | 0.78 | 0.85 | 0.85 | 0.79 | 0.78 | 0.85 | 0.71 | 0.76 | 0.86 | 0.72 | 0.55 | 0.67 | 0.69 |
| RS | NA | 0.87 | 0.88 | 0.79 | 0.86 | 0.87 | NA | 0.89 | 0.89 | 0.73 | 0.9 | 0.88 | 0.93 | 0.86 | 0.95 | 0.95 | 0.94 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.98 | 0.95 | 0.95 | 0.95 | 0.93 | 0.91 | 0.87 | 0.9 | 0.74 | 0.68 | 0.82 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/1998
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