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SIMBX: Wells Fargo Advantage Interm T/AmtF Inv (MUTUAL FUND)
Basic Info
Asset Class: | Muni National Interm |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/05/2002 |
Last Dividend Date: | 09/30/2015 |
12-Mo. Yield | 0.00% |
Expenses | 0.73% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/05/2002 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.1 | 0.6 | 0.6 | -0.9 | 4.7 | -4.7 | 3.4 | 5.6 | 0.1 | 10.9 | -9.8 | -0.6 | 0.7 | -0.5 | -1.0 | 2.6 | -0.8 |
Sharpe Ratio | NA | -0.56 | -0.25 | 0.42 | 0.02 | -0.11 | -0.66 | 3.06 | -1.83 | 1.82 | 2.78 | 0.0 | 3.73 | -2.46 | -1.87 | -1.61 | -1.44 | -0.6 | 0.7 | -1.05 |
Draw Down(%) | NA | 3.1 | 7.3 | 7.3 | 12.5 | 14.5 | 3.1 | 1.4 | 6.3 | 1.9 | 1.8 | 4.4 | 2.6 | 12.5 | 2.5 | 2.1 | 2.0 | 4.7 | 4.2 | 3.6 |
Standard Deviation(%) | NA | 1.6 | 2.0 | 2.1 | 2.4 | 2.5 | 1.6 | 1.5 | 2.6 | 1.8 | 2.0 | 2.0 | 2.9 | 4.4 | 1.9 | 1.7 | 1.8 | 3.3 | 2.7 | 3.1 |
Treynor Ratio | NA | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | -0.02 | 0.07 | -0.06 | 0.05 | 0.08 | 0.0 | 0.14 | -0.14 | -0.06 | -0.05 | -0.04 | -0.03 | 0.03 | -0.05 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.04 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 |
Beta | NA | 0.65 | 0.73 | 0.72 | 0.73 | 0.7 | 0.68 | 0.63 | 0.78 | 0.71 | 0.69 | 0.67 | 0.78 | 0.77 | 0.62 | 0.56 | 0.62 | 0.6 | 0.67 | 0.68 |
RSquared | NA | 0.63 | 0.71 | 0.72 | 0.71 | 0.66 | 0.66 | 0.55 | 0.79 | 0.63 | 0.67 | 0.74 | 0.72 | 0.82 | 0.53 | 0.53 | 0.61 | 0.42 | 0.57 | 0.69 |
Yield(%) | N/A | 2.1 | 2.5 | 2.9 | 3.4 | N/A | 1.5 | 2.2 | 3.0 | 3.1 | 3.4 | 3.1 | 4.1 | 4.6 | 4.0 | 3.6 | 2.7 | 5.6 | 2.6 | 0.0 |
Dividend Growth(%) | N/A | -31.4 | -12.0 | -22.9 | N/A | N/A | -28.0 | -28.6 | 0.0 | -2.8 | 9.1 | -17.5 | -18.4 | 14.0 | 13.2 | 31.0 | -52.5 | 125.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2002
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See Muni National Interm Asset Class Trend Rankings |
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