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STADX: Wells Fargo Advantage Ultra S/T Inc Inv (MUTUAL FUND)
Basic Info
Asset Class: | ULTRASHORT BOND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/13/2006 |
Last Dividend Date: | 09/30/2015 |
12-Mo. Yield | 0.00% |
Expenses | 0.74% |
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Performance Analytics (As of 08/13/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/13/2006 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.0 | -0.8 | -0.4 | -0.7 | -0.1 | 0.8 | -0.8 | 1.8 | 5.5 | -10.7 | -2.1 | 0.0 |
Sharpe Ratio | NA | -1.06 | -0.71 | -0.44 | -1.1 | -0.74 | -0.99 | -0.26 | 1.19 | -1.26 | 2.17 | 3.51 | -5.13 | -3.46 | 0.0 |
Draw Down(%) | NA | 0.7 | 1.4 | 1.5 | 13.1 | 0.6 | 0.7 | 0.5 | 0.2 | 1.0 | 0.6 | 1.1 | 10.9 | 2.6 | 0.0 |
Standard Deviation(%) | NA | 0.6 | 0.6 | 0.7 | 1.2 | 0.6 | 0.7 | 0.6 | 0.7 | 0.7 | 0.8 | 1.5 | 2.2 | 1.5 | 2.1 |
Treynor Ratio | NA | -0.31 | -0.25 | -23.16 | -0.24 | -0.46 | 131.67 | -0.03 | 0.57 | 0.14 | 0.2 | 0.58 | -2.06 | -0.44 | 0.11 |
Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | -0.05 | -0.02 | -0.01 |
Beta | NA | 0.02 | 0.02 | 0.0 | 0.05 | 0.01 | 0.0 | 0.05 | 0.01 | -0.06 | 0.08 | 0.09 | 0.06 | 0.12 | 0.0 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.03 | 0.02 | 0.01 | 0.04 | 0.0 |
Yield(%) | N/A | 0.1 | 0.3 | 0.7 | N/A | 0.1 | 0.4 | 0.0 | 1.3 | 1.4 | 1.9 | 3.0 | 4.1 | 5.3 | 0.4 |
Dividend Growth(%) | N/A | -66.7 | -82.5 | N/A | N/A | -66.7 | N/A | -100.0 | -8.3 | -25.0 | -33.3 | -35.1 | -22.9 | 1100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/13/2006
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