Find A Portfolio/Ticker
Comparison Box
SSTHX: WELLS FARGO SHORT-TERM HIGH YIELD BOND FUND CLASS A (MUTUAL FUND)
Basic Info 7.85 0(0.0%) May 19
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (63%) |
Start Date: | 03/30/2000 |
Last Dividend Date: | 12/31/2024 |
12-Mo. Yield | 3.93% |
Expenses | 1.56% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/16/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/30/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.0 | -0.3 | 4.1 | 5.8 | 5.1 | 3.5 | 3.7 | 3.9 | 3.7 | 6.5 | 8.9 | -1.3 | 2.2 | 5.4 | 6.6 | 0.6 | 2.2 | 4.4 | 2.2 | 0.5 | 3.5 | 6.5 | 3.4 | 7.0 | 15.4 | -5.8 | 3.3 | 6.0 | 1.6 | 4.4 | 9.0 | -0.7 | -0.7 | 4.9 |
Sharpe Ratio | NA | -1.31 | -0.86 | 0.42 | 0.74 | 0.5 | NA | NA | 0.78 | -0.02 | 1.36 | -0.59 | 1.26 | 0.63 | 3.34 | -0.5 | 1.23 | 2.43 | 1.19 | 0.28 | 1.98 | 3.69 | 1.17 | 3.17 | 5.52 | -1.5 | 0.11 | 1.45 | -0.34 | 1.94 | 4.05 | -0.66 | -0.72 | 0.77 |
Draw Down(%) | NA | 2.5 | 2.5 | 3.8 | 6.1 | 14.2 | NA | NA | 14.2 | 0.9 | 1.9 | 6.1 | 1.2 | 14.2 | 0.4 | 1.6 | 0.6 | 1.1 | 1.4 | 2.3 | 2.5 | 1.1 | 3.6 | 1.8 | 2.3 | 11.4 | 2.2 | 0.5 | 1.8 | 1.6 | 1.3 | 5.8 | 6.7 | 1.5 |
Standard Deviation(%) | NA | 2.8 | 2.6 | 3.5 | 3.2 | 3.5 | NA | NA | 3.0 | 2.5 | 3.4 | 4.6 | 1.7 | 8.2 | 1.6 | 1.4 | 1.3 | 1.7 | 1.8 | 1.9 | 1.7 | 1.8 | 2.9 | 2.2 | 2.8 | 4.5 | 2.4 | 1.9 | 1.5 | 1.8 | 2.1 | 2.7 | 4.3 | 3.1 |
Treynor Ratio | NA | -0.06 | -0.03 | 0.03 | 0.04 | 0.03 | NA | NA | 0.05 | 0.0 | 0.09 | -0.05 | 0.04 | 0.07 | 0.16 | -0.03 | 0.05 | 0.15 | 0.06 | 0.01 | 0.08 | 0.16 | 0.07 | 0.19 | 0.46 | -0.15 | 0.01 | 0.05 | -0.02 | 0.08 | 0.2 | -0.05 | -0.08 | 0.04 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 |
Beta | NA | 0.63 | 0.63 | 0.55 | 0.56 | 0.56 | NA | NA | 0.48 | 0.59 | 0.51 | 0.56 | 0.49 | 0.74 | 0.33 | 0.28 | 0.29 | 0.27 | 0.37 | 0.45 | 0.44 | 0.41 | 0.47 | 0.36 | 0.33 | 0.44 | 0.47 | 0.58 | 0.34 | 0.43 | 0.43 | 0.38 | 0.41 | 0.55 |
RSquared | NA | 0.77 | 0.66 | 0.76 | 0.76 | 0.75 | NA | NA | 0.66 | 0.59 | 0.72 | 0.85 | 0.45 | 0.91 | 0.5 | 0.53 | 0.42 | 0.64 | 0.69 | 0.7 | 0.67 | 0.54 | 0.78 | 0.52 | 0.55 | 0.75 | 0.63 | 0.66 | 0.42 | 0.59 | 0.49 | 0.43 | 0.49 | 0.5 |
Yield(%) | N/A | 0.0 | 3.9 | 5.5 | 4.6 | 3.7 | 3.9 | 4.1 | N/A | 6.1 | 7.0 | 4.6 | 2.4 | 3.4 | 3.4 | 3.1 | 2.8 | 3.0 | 3.0 | 3.2 | 3.8 | 4.2 | 5.1 | 5.1 | 5.8 | 5.0 | 5.8 | 5.6 | 3.4 | 4.4 | 5.0 | 5.9 | 7.8 | 6.6 |
Dividend Growth(%) | N/A | -100.0 | -43.2 | 72.1 | 46.5 | -22.3 | N/A | N/A | N/A | -11.9 | 43.1 | 89.1 | -27.3 | 4.0 | 6.5 | 9.7 | -4.4 | -2.5 | -8.3 | -15.3 | -7.7 | -19.9 | 1.2 | -2.8 | 3.9 | -15.9 | 3.4 | 59.2 | -22.1 | -9.0 | -19.6 | -31.8 | 17.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
Best Mutual Funds
- MHITX (MFS HIGH INCOME FUND A) (100%)
- VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) (95%)
- FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) (95%)
- TAHYX (PIONEER HIGH YIELD FUND PIONEER HIGH YIELD FUND: CLASS A) (94%)
- PRHYX (T. Rowe Price High Yield Fd In) (94%)
- RYHGX (HIGH YIELD STRATEGY FUND CLASS H) (93%)
- FYAIX (ACCESS FLEX HIGH YIELD FUND ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS) (93%)
- PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) (92%)
- PHAYX (Putnam High Yield Advantage Y) (92%)
- LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) (92%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) 0.05% (94%)
- PHB (Invesco Fundamental High Yield Corporate Bond ETF) 0.49% (93%)
- JNK (SPDR Bloomberg High Yield Bond ETF) 0.06% (93%)
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) 0.14% (29%)
- SJNK (SPDR Bloomberg Short Term High Yield Bond ETF) 0.0% (29%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) 0.17% (28%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) (100%)
- DSU (BlackRock Debt Strategies Closed Fund) (99%)
- BLW (BlackRock Limited Duration Income Trust) (99%)
- DHY (Credit Suisse High Yield Bond Fund) (99%)
- CIK (Credit Suisse Asset Management IF) (99%)
- DHF (BNY Mellon High Yield Strategies Fund) (98%)
- EAD (Allspring Income Opportunities Fund) (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) (98%)
- MCI (Barings Corporate Investors) (97%)
- MPV (Barings Participation Investors (the Trust)) (97%)