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SGRIX: Wells Fargo Advantage Large Co Core Inv (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/01/2007 |
Last Dividend Date: | 12/09/2014 |
12-Mo. Yield | 0.00% |
Expenses | 1.23% |
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Performance Analytics (As of 12/31/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/01/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -80.1 | -32.9 | -20.2 | -10.5 | -11.8 | -80.1 | 5.3 | 44.5 | 8.8 | -1.8 | 28.5 | 47.9 | -39.4 | -3.9 | 15.4 | -2.0 | 8.9 | 24.4 | -21.8 | -20.1 | -10.3 | 32.3 | 33.0 | 26.7 |
Sharpe Ratio | NA | -0.48 | -0.34 | -0.26 | -0.47 | -0.19 | -0.48 | 0.27 | 3.06 | 0.48 | -0.06 | 1.18 | 1.5 | -1.0 | -0.96 | 1.1 | -0.38 | 0.69 | 1.38 | -0.92 | -1.0 | -0.5 | 1.47 | 1.34 | 2.03 |
Draw Down(%) | NA | 82.1 | 82.1 | 82.1 | 82.1 | 82.1 | 82.1 | 15.9 | 6.0 | 16.2 | 31.0 | 20.7 | 26.6 | 52.1 | 9.9 | 10.6 | 9.2 | 8.6 | 13.4 | 30.8 | 32.8 | 24.8 | 9.9 | 22.3 | 10.7 |
Standard Deviation(%) | NA | 167.2 | 97.6 | 77.5 | 65.4 | 63.9 | 167.2 | 19.3 | 14.5 | 18.2 | 33.2 | 24.1 | 31.9 | 40.0 | 25.2 | 11.0 | 11.0 | 11.5 | 17.3 | 24.9 | 22.8 | 28.6 | 19.8 | 22.1 | 18.7 |
Treynor Ratio | NA | -0.61 | -0.28 | -0.19 | -0.31 | -0.12 | -0.61 | 0.04 | 0.46 | 0.09 | -0.02 | 0.29 | 0.5 | -0.44 | -0.24 | 0.22 | -0.07 | 0.15 | 0.31 | -0.25 | -0.29 | -0.22 | 0.31 | 0.39 | 0.0 |
Alpha | NA | -0.29 | -0.1 | -0.06 | -0.05 | -0.03 | -0.29 | 0.0 | 0.02 | -0.03 | 0.0 | -0.01 | 0.02 | -0.02 | 0.0 | 0.03 | -0.03 | 0.0 | -0.02 | -0.04 | -0.09 | -0.04 | 0.05 | 0.12 | NA |
Beta | NA | 1.31 | 1.17 | 1.07 | 0.99 | 0.99 | 1.31 | 1.19 | 0.97 | 1.03 | 1.02 | 0.99 | 0.96 | 0.91 | 1.01 | 0.56 | 0.63 | 0.54 | 0.76 | 0.9 | 0.78 | 0.66 | 0.93 | 0.76 | NA |
RSquared | NA | 0.06 | 0.13 | 0.27 | 0.42 | 0.46 | 0.06 | 0.93 | 0.92 | 0.94 | 0.98 | 0.97 | 0.97 | 0.98 | 0.96 | 0.75 | 0.73 | 0.76 | 0.73 | 0.82 | 0.75 | 0.66 | 0.53 | 0.57 | 0.0 |
Yield(%) | N/A | 0.0 | 7.8 | 5.5 | 3.1 | N/A | 0.0 | 11.7 | 7.3 | 0.9 | 2.6 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Dividend Growth(%) | N/A | -100.0 | 578.8 | N/A | N/A | N/A | -100.0 | 111.7 | 755.6 | -65.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2007
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