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SCSAX: WELLS FARGO COMMON STOCK FUND CLASS A (MUTUAL FUND)
Basic Info 17.24 0.13(0.76%) May 03
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (58%) |
Start Date: | 12/26/2000 |
Last Dividend Date: | 12/11/2023 |
12-Mo. Yield | 3.62% |
Expenses | 0.83% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/21/2001 |
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(%) | 1.3 | 0.5 | 13.3 | 0.6 | 7.6 | 7.6 | 11.6 | 9.1 | 9.7 | 15.9 | -17.7 | 21.1 | 15.3 | 27.1 | -10.0 | 17.5 | 14.0 | -2.3 | 6.0 | 29.3 | 18.3 | -2.3 | 25.0 | 41.4 | -34.9 | 9.7 | 15.3 | 11.9 | 9.7 | 38.9 | -19.0 | -2.0 | 3.4 |
Sharpe Ratio | NA | -0.39 | 0.55 | -0.11 | 0.22 | 0.3 | NA | NA | 0.32 | 0.67 | -0.69 | 1.23 | 0.35 | 1.84 | -0.68 | 1.74 | 0.77 | -0.15 | 0.44 | 2.34 | 1.19 | -0.08 | 1.25 | 1.38 | -0.89 | 0.46 | 1.03 | 0.87 | 0.67 | 2.29 | -0.78 | -0.12 | 68.78 |
Draw Down(%) | NA | 8.7 | 15.9 | 28.3 | 45.6 | 45.6 | NA | NA | 53.2 | 17.3 | 27.0 | 8.2 | 45.6 | 7.4 | 21.7 | 4.6 | 14.6 | 13.1 | 13.0 | 5.8 | 12.8 | 26.2 | 15.6 | 26.3 | 50.4 | 10.2 | 11.2 | 7.5 | 14.7 | 11.9 | 36.2 | 28.5 | 0.5 |
Standard Deviation(%) | NA | 15.2 | 16.0 | 21.0 | 26.3 | 21.4 | NA | NA | 22.4 | 17.4 | 27.9 | 17.2 | 43.5 | 14.0 | 16.6 | 9.8 | 17.8 | 15.9 | 13.5 | 12.5 | 15.5 | 28.2 | 19.9 | 30.0 | 40.1 | 14.6 | 11.7 | 11.2 | 13.0 | 16.7 | 25.7 | 36.8 | 22.4 |
Treynor Ratio | NA | -0.07 | 0.09 | -0.03 | 0.06 | 0.07 | NA | NA | 0.08 | 0.13 | -0.23 | 0.27 | 0.13 | 0.28 | -0.13 | 0.17 | 0.13 | -0.02 | 0.06 | 0.32 | 0.2 | -0.02 | 0.28 | 0.42 | -0.43 | 0.08 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.05 | -0.03 | 0.0 | -0.01 | -0.01 | NA | NA | 0.01 | -0.02 | 0.03 | 0.02 | -0.07 | -0.01 | -0.02 | -0.02 | 0.03 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.03 | -0.02 | 0.03 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.92 | 0.94 | 0.85 | 0.96 | 0.96 | NA | NA | 0.92 | 0.93 | 0.84 | 0.77 | 1.13 | 0.93 | 0.87 | 1.02 | 1.06 | 0.96 | 0.95 | 0.9 | 0.92 | 0.98 | 0.88 | 0.98 | 0.83 | 0.82 | 0.77 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.76 | 0.75 | 0.86 | 0.83 | 0.85 | NA | NA | 0.68 | 0.8 | 0.93 | 0.67 | 0.86 | 0.86 | 0.91 | 0.75 | 0.9 | 0.91 | 0.91 | 0.91 | 0.92 | 0.97 | 0.96 | 0.96 | 0.93 | 0.93 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 3.9 | 10.2 | 10.7 | 9.4 | 14.5 | 9.6 | N/A | 4.0 | 12.4 | 20.0 | 5.3 | 15.1 | 14.2 | 11.6 | 4.3 | 11.2 | 11.7 | 9.9 | 7.6 | 6.2 | 1.4 | 0.2 | 0.0 | 19.0 | 23.5 | 16.1 | 7.5 | 0.3 | 0.5 | 0.2 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | -77.5 | 8.2 | -6.6 | 22.2 | N/A | N/A | N/A | -77.5 | -36.1 | 303.8 | -60.2 | -20.0 | 29.9 | 206.0 | -67.6 | -8.9 | 35.7 | 44.8 | 13.5 | 425.0 | 1100.0 | N/A | -100.0 | -27.2 | 43.5 | 115.8 | 3200.0 | -50.0 | 150.0 | 33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/21/2001
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