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SCNSX: WELLS FARGO COMMON STOCK FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 19.79 0.2(1.02%) May 24
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (3%) |
Start Date: | 07/30/2010 |
Last Dividend Date: | 12/11/2023 |
12-Mo. Yield | 3.54% |
Expenses | 0.83% |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/30/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.1 | 2.9 | 18.5 | 2.4 | 8.9 | 8.3 | 10.6 | 16.3 | -17.4 | 21.7 | 15.8 | 27.6 | -9.7 | 18.0 | 14.5 | -1.9 | 6.4 | 29.9 | 18.7 | -1.9 | 17.4 |
Sharpe Ratio | NA | 0.25 | 0.94 | 0.0 | 0.28 | 0.34 | 0.47 | 0.7 | -0.67 | 1.26 | 0.36 | 1.88 | -0.66 | 1.79 | 0.8 | -0.12 | 0.48 | 2.38 | 1.21 | -0.07 | 2.84 |
Draw Down(%) | NA | 8.7 | 15.8 | 28.1 | 45.6 | 45.6 | 45.6 | 17.1 | 26.8 | 8.2 | 45.6 | 7.4 | 21.6 | 4.6 | 14.5 | 13.0 | 12.9 | 5.8 | 12.7 | 26.1 | 9.1 |
Standard Deviation(%) | NA | 14.9 | 15.7 | 21.0 | 26.3 | 21.4 | 20.8 | 17.5 | 27.9 | 17.1 | 43.3 | 14.0 | 16.7 | 9.8 | 17.8 | 15.9 | 13.5 | 12.5 | 15.5 | 28.2 | 16.2 |
Treynor Ratio | NA | 0.04 | 0.16 | 0.0 | 0.08 | 0.08 | 0.1 | 0.13 | -0.23 | 0.28 | 0.14 | 0.28 | -0.13 | 0.17 | 0.13 | -0.02 | 0.07 | 0.33 | 0.2 | -0.02 | 0.49 |
Alpha | NA | -0.03 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.04 | 0.02 | -0.06 | -0.01 | -0.02 | -0.01 | 0.03 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | -0.04 |
Beta | NA | 0.93 | 0.94 | 0.86 | 0.96 | 0.96 | 0.96 | 0.93 | 0.84 | 0.77 | 1.12 | 0.93 | 0.88 | 1.02 | 1.06 | 0.96 | 0.94 | 0.9 | 0.92 | 0.98 | 0.94 |
RSquared | NA | 0.77 | 0.75 | 0.86 | 0.83 | 0.84 | 0.87 | 0.8 | 0.93 | 0.67 | 0.85 | 0.86 | 0.91 | 0.74 | 0.9 | 0.91 | 0.91 | 0.91 | 0.92 | 0.97 | 0.93 |
Yield(%) | N/A | 0.0 | 3.5 | 9.7 | 10.5 | 9.2 | N/A | 3.6 | 11.3 | 18.7 | 5.0 | 14.7 | 13.6 | 11.2 | 4.1 | 11.0 | 11.5 | 9.8 | 7.6 | 6.1 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | -77.5 | 7.1 | -5.8 | N/A | N/A | -77.5 | -36.0 | 303.6 | -61.3 | -17.5 | 29.8 | 205.5 | -67.6 | -8.7 | 35.8 | 45.0 | 13.5 | 412.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/2010
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