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STCSX: Wells Fargo Advantage Common Stock Inv (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/10/1996 |
Last Dividend Date: | 12/11/2014 |
12-Mo. Yield | 11.10% |
Expenses | 1.30% |
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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 | 15 Yr | Since 01/10/1996 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.6 | 6.4 | 8.2 | 7.3 | 0.6 | -5.7 | 19.1 | 10.5 | -8.6 | 23.4 | 41.1 | -34.9 | -8.8 | -8.1 | -3.9 | 2.3 | 38.7 | -19.3 | -1.9 | -20.0 | 19.7 | 0.2 | 3.9 | 4.2 |
Sharpe Ratio | NA | -0.33 | 0.22 | 0.22 | -0.02 | NA | -0.12 | 0.05 | -0.32 | 1.28 | 0.62 | -0.3 | 1.17 | 1.37 | -0.89 | -0.49 | -0.44 | -0.35 | 0.09 | 2.28 | -0.79 | -0.19 | -0.85 | 0.92 | -0.17 | -2.65 | 0.05 |
Draw Down(%) | NA | 17.6 | 18.9 | 26.2 | 63.7 | NA | 67.0 | 13.1 | 17.2 | 10.1 | 12.7 | 26.2 | 15.6 | 26.3 | 50.4 | 23.8 | 21.1 | 12.9 | 14.6 | 12.1 | 36.4 | 28.4 | 31.2 | 10.6 | 28.4 | 22.0 | 12.7 |
Standard Deviation(%) | NA | 19.9 | 17.3 | 20.0 | 26.6 | NA | 23.1 | 15.6 | 17.7 | 14.9 | 16.9 | 28.4 | 19.9 | 30.0 | 40.2 | 24.2 | 25.8 | 17.5 | 14.8 | 16.7 | 25.6 | 22.7 | 28.2 | 18.0 | 18.9 | 19.3 | 16.0 |
Treynor Ratio | NA | -0.07 | 0.04 | 0.05 | -0.01 | NA | -0.03 | 0.01 | -0.06 | 0.21 | 0.11 | -0.09 | 0.26 | 0.42 | -0.43 | -0.14 | -0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.06 | -0.05 | -0.05 | -0.05 | NA | -0.02 | 0.0 | -0.07 | -0.03 | -0.01 | -0.02 | -0.01 | 0.0 | 0.03 | -0.09 | -0.06 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.92 | 0.92 | 0.94 | 0.9 | NA | 0.9 | 0.94 | 0.92 | 0.9 | 0.92 | 0.96 | 0.88 | 0.98 | 0.83 | 0.88 | 1.1 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.53 | 0.6 | 0.76 | 0.68 | NA | 0.44 | 0.91 | 0.53 | 0.66 | 0.78 | 0.92 | 0.95 | 0.96 | 0.93 | 0.44 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 11.1 | 10.0 | 8.2 | 8.5 | 7.2 | N/A | 0.0 | 11.4 | 9.7 | 7.5 | 6.0 | 1.4 | 0.2 | 0.0 | 18.7 | 23.2 | 15.9 | 7.5 | 0.0 | 0.0 | 0.2 | 18.2 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 35.8 | 314.3 | -35.1 | N/A | N/A | N/A | -100.0 | 35.7 | 44.8 | 13.5 | 425.0 | 1100.0 | N/A | -100.0 | -27.0 | 43.5 | 115.8 | N/A | N/A | -100.0 | -99.1 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/10/1996
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