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SGNAX: Wells Fargo Advantage Large Co Core A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/21/2001 |
Last Dividend Date: | 12/17/2009 |
12-Mo. Yield | 0.20% |
Expenses | - |
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Performance Analytics (As of 09/02/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/21/2001 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.6 | -10.2 | -1.5 | 1.2 | -10.8 | 39.1 | -39.2 | 2.4 | 15.6 | -1.8 | 8.9 | 24.9 | -21.1 | 18.8 |
Sharpe Ratio | NA | 0.03 | -0.31 | -0.11 | -0.01 | -0.77 | 1.13 | -0.88 | -0.04 | 1.12 | -0.36 | 0.69 | 1.4 | -0.89 | 4.49 |
Draw Down(%) | NA | 19.8 | 58.8 | 59.6 | 59.6 | 19.8 | 31.0 | 51.6 | 14.2 | 10.6 | 9.1 | 8.6 | 13.0 | 30.4 | 5.0 |
Standard Deviation(%) | NA | 20.0 | 35.3 | 28.7 | 24.2 | 20.5 | 34.4 | 45.5 | 16.1 | 11.0 | 11.0 | 11.5 | 17.3 | 24.9 | 19.2 |
Treynor Ratio | NA | 0.01 | -0.1 | -0.03 | 0.0 | -0.18 | 0.32 | -0.36 | -0.01 | 0.12 | -0.04 | 0.08 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.05 | -0.06 | -0.05 | -0.01 | -0.06 | 0.02 | 0.01 | -0.01 | 0.0 | -0.03 | 0.0 | NA | NA | NA |
Beta | NA | 0.94 | 1.12 | 1.11 | 1.1 | 0.89 | 1.24 | 1.1 | 0.99 | 1.03 | 1.01 | 1.01 | NA | NA | NA |
RSquared | NA | 0.82 | 0.95 | 0.94 | 0.76 | 0.8 | 0.96 | 0.98 | 0.95 | 0.89 | 0.89 | 0.88 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.2 | 0.5 | 0.7 | N/A | 0.0 | 0.7 | 0.9 | 0.7 | 0.6 | 0.4 | 0.5 | 0.6 | 0.9 | 0.0 |
Dividend Growth(%) | N/A | -79.4 | 17.3 | N/A | N/A | -100.0 | -54.7 | 34.3 | 39.5 | 45.1 | -8.9 | -13.5 | -41.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/21/2001
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