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SGRNX: WELLS FARGO GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 44.72 0.4(0.89%) April 25
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (94%) |
Start Date: | 09/18/2001 |
Last Dividend Date: | 12/11/2023 |
12-Mo. Yield | 7.24% |
Expenses | 1.91% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/19/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 9.0 | 31.3 | -2.1 | 10.0 | 11.9 | 15.8 | 11.7 | 11.2 | 34.1 | -36.9 | 7.4 | 49.2 | 37.6 | 0.7 | 35.2 | -0.5 | 2.6 | 4.2 | 33.7 | 17.1 | 8.4 | 27.0 | 48.3 | -40.1 | 28.2 | 8.4 | 9.6 | 13.3 | 30.9 | -24.7 | 13.3 |
Sharpe Ratio | NA | 1.11 | 1.26 | -0.18 | 0.31 | 0.48 | NA | NA | 0.45 | 1.79 | -1.14 | 0.33 | 1.3 | 2.2 | -0.03 | 3.4 | -0.04 | 0.15 | 0.25 | 2.54 | 1.04 | 0.31 | 1.32 | 1.9 | -1.04 | 1.4 | 0.32 | 0.55 | 0.82 | 1.5 | -1.02 | 2.28 |
Draw Down(%) | NA | 7.5 | 13.6 | 44.9 | 44.9 | 44.9 | NA | NA | 52.4 | 13.6 | 40.1 | 14.7 | 33.6 | 7.8 | 24.1 | 3.5 | 17.2 | 14.2 | 13.1 | 5.2 | 12.5 | 20.4 | 13.7 | 19.7 | 50.3 | 9.4 | 16.8 | 10.0 | 14.5 | 11.7 | 31.0 | 5.9 |
Standard Deviation(%) | NA | 18.6 | 16.7 | 24.4 | 26.9 | 22.4 | NA | NA | 22.2 | 16.9 | 33.6 | 22.4 | 37.6 | 16.4 | 22.1 | 10.2 | 16.6 | 17.1 | 16.6 | 13.3 | 16.6 | 26.8 | 20.4 | 25.4 | 39.2 | 18.1 | 16.2 | 13.4 | 15.0 | 20.1 | 25.4 | 23.6 |
Treynor Ratio | NA | 0.21 | 0.23 | -0.05 | 0.09 | 0.11 | NA | NA | 0.1 | 0.35 | -0.43 | 0.07 | 0.47 | 0.48 | -0.01 | 0.31 | -0.01 | 0.03 | 0.04 | 0.32 | 0.15 | 0.08 | 0.26 | 0.48 | -0.4 | 0.24 | 0.05 | 0.07 | 0.13 | 0.31 | -0.34 | 0.66 |
Alpha | NA | 0.03 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.01 | -0.01 | -0.01 | -0.02 | -0.03 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.04 | -0.01 | -0.01 | 0.04 | 0.05 | 0.04 | -0.01 | 0.06 | 0.03 | -0.01 | 0.02 | 0.02 | 0.02 | -0.04 |
Beta | NA | 0.98 | 0.9 | 0.9 | 0.96 | 0.97 | NA | NA | 0.97 | 0.86 | 0.89 | 1.02 | 1.03 | 0.76 | 1.05 | 1.13 | 1.09 | 1.03 | 1.17 | 1.06 | 1.11 | 1.0 | 1.03 | 1.0 | 1.03 | 1.07 | 1.15 | 1.04 | 0.97 | 0.98 | 0.76 | 0.81 |
RSquared | NA | 0.97 | 0.92 | 0.95 | 0.96 | 0.94 | NA | NA | 0.93 | 0.92 | 0.97 | 0.95 | 0.97 | 0.72 | 0.98 | 0.91 | 0.94 | 0.94 | 0.92 | 0.92 | 0.95 | 0.97 | 0.93 | 0.94 | 0.96 | 0.93 | 0.85 | 0.83 | 0.9 | 0.88 | 0.91 | 0.87 |
Yield(%) | N/A | 0.0 | 8.0 | 7.1 | 10.7 | 12.0 | 22.6 | 17.4 | N/A | 9.0 | 3.0 | 15.6 | 13.3 | 12.3 | 16.2 | 28.4 | 16.2 | 11.9 | 13.1 | 4.0 | 0.0 | 1.4 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 |
Dividend Growth(%) | N/A | -100.0 | 80.9 | -19.8 | -38.2 | 2623.2 | N/A | N/A | N/A | 80.9 | -82.0 | 52.4 | 37.9 | -36.2 | -39.4 | 51.4 | 21.4 | -16.6 | 308.5 | N/A | -100.0 | 1075.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2001
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