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SLGIX: WELLS FARGO CAPITAL GROWTH FUND CLASS INV (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/23/2002 |
| Last Dividend Date: | 12/11/2014 |
| 12-Mo. Yield | 27.42% |
| Expenses | 1.27% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/23/2002 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.7 | 2.4 | 3.6 | 0.6 | -21.3 | 24.0 | 13.8 | -5.8 | 16.8 | 34.5 | -48.4 | 12.0 | 3.8 | 6.4 | 17.5 | 25.3 | 2.9 |
| Sharpe Ratio | NA | -0.49 | -0.01 | 0.05 | -0.01 | 0.12 | 0.04 | -0.62 | 1.42 | 0.92 | -0.21 | 0.78 | 1.31 | -1.15 | 0.5 | 0.04 | 0.35 | 1.3 | 1.38 | 0.43 |
| Draw Down(%) | NA | 34.2 | 34.2 | 34.2 | 59.7 | 59.7 | 14.1 | 31.0 | 11.1 | 10.9 | 23.6 | 17.4 | 19.4 | 54.8 | 10.5 | 12.1 | 8.5 | 10.1 | 11.6 | 7.7 |
| Standard Deviation(%) | NA | 48.5 | 38.9 | 46.0 | 89.1 | 23.8 | 17.2 | 34.4 | 16.9 | 15.0 | 27.4 | 21.4 | 26.4 | 42.9 | 18.1 | 13.2 | 12.1 | 12.8 | 17.8 | 23.2 |
| Treynor Ratio | NA | -0.24 | -0.01 | 0.02 | -0.01 | 0.03 | 0.01 | -0.2 | 0.22 | 0.14 | -0.06 | 0.15 | 0.33 | -0.44 | 0.09 | 0.0 | 0.04 | 0.2 | 0.27 | 0.13 |
| Alpha | NA | -0.19 | -0.11 | -0.09 | -0.08 | -0.03 | -0.04 | -0.13 | -0.04 | -0.02 | -0.02 | 0.02 | -0.01 | -0.05 | 0.01 | 0.01 | -0.01 | 0.04 | 0.01 | 0.0 |
| Beta | NA | 0.97 | 1.04 | 1.03 | 1.06 | 1.03 | 1.05 | 1.04 | 1.09 | 1.0 | 1.02 | 1.1 | 1.05 | 1.12 | 1.03 | 0.97 | 0.94 | 0.83 | 0.9 | 0.76 |
| RSquared | NA | 0.14 | 0.22 | 0.28 | 0.34 | 0.79 | 0.97 | 0.21 | 0.63 | 0.94 | 0.98 | 0.97 | 0.96 | 0.96 | 0.88 | 0.91 | 0.82 | 0.89 | 0.95 | 0.97 |
| Yield(%) | N/A | 27.4 | 16.9 | 11.6 | 6.5 | N/A | 0.0 | 28.7 | 13.0 | 2.0 | 0.0 | 0.0 | 0.0 | 2.7 | 6.0 | 0.6 | 3.2 | 0.1 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | 164.8 | N/A | 299.3 | N/A | N/A | -100.0 | 164.8 | 637.0 | N/A | N/A | N/A | -100.0 | -50.7 | 950.5 | -79.8 | 6885.7 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/23/2002
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See LARGE GROWTH Asset Class Trend Rankings |
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