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STDIX: Wells Fargo Advantage Discovery Inv (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/21/1995 |
Last Dividend Date: | 12/11/2014 |
12-Mo. Yield | 0.00% |
Expenses | 1.30% |
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Performance Analytics (As of 10/29/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/21/1995 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 1.9 | 13.8 | 13.1 | 9.9 | 9.4 | 6.5 | -1.0 | 0.5 | 42.4 | 15.8 | 0.6 | 35.0 | 38.3 | -43.6 | 21.9 | 13.0 | 7.2 | 15.7 | 39.0 | -11.2 | 2.7 | 4.0 | 3.8 | 5.6 | -2.6 | -8.0 | -8.3 |
Sharpe Ratio | NA | 0.11 | 0.85 | 0.64 | 0.37 | NA | 0.22 | -0.07 | 0.03 | 2.97 | 0.92 | 0.02 | 1.49 | 1.27 | -1.05 | 1.04 | 0.56 | 0.35 | 0.81 | 1.97 | -0.59 | 0.02 | -0.01 | 0.04 | 0.13 | -0.31 | -0.71 | -1.57 |
Draw Down(%) | NA | 16.1 | 16.1 | 27.2 | 56.3 | NA | 56.3 | 16.1 | 15.4 | 4.7 | 12.8 | 27.2 | 15.6 | 21.4 | 55.0 | 11.3 | 17.6 | 12.7 | 19.7 | 10.2 | 24.4 | 26.6 | 18.2 | 23.9 | 29.0 | 23.1 | 22.0 | 13.1 |
Standard Deviation(%) | NA | 16.7 | 16.4 | 20.4 | 24.5 | NA | 21.9 | 17.2 | 17.7 | 14.3 | 17.3 | 31.4 | 23.5 | 30.2 | 42.4 | 18.3 | 17.5 | 14.4 | 18.2 | 19.4 | 21.0 | 22.1 | 21.2 | 14.6 | 17.1 | 19.4 | 16.1 | 38.3 |
Treynor Ratio | NA | 0.02 | 0.13 | 0.12 | 0.09 | NA | 0.05 | -0.01 | 0.0 | 0.41 | 0.15 | 0.01 | 0.33 | 0.39 | -0.5 | 0.19 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.01 | 0.0 | 0.01 | NA | 0.01 | -0.01 | -0.06 | 0.03 | 0.0 | 0.02 | 0.01 | -0.01 | -0.01 | 0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.03 | 1.08 | 1.08 | 0.98 | NA | 0.98 | 1.03 | 1.22 | 1.02 | 1.03 | 1.09 | 1.04 | 0.98 | 0.89 | 1.02 | 1.13 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.9 | 0.89 | 0.93 | 0.89 | NA | 0.56 | 0.9 | 0.89 | 0.9 | 0.93 | 0.96 | 0.96 | 0.95 | 0.96 | 0.92 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 7.9 | 8.0 | 6.8 | 6.7 | 6.9 | N/A | 0.0 | 7.8 | 8.5 | 6.2 | 4.1 | 0.2 | 0.0 | 0.0 | 18.2 | 5.6 | 11.9 | 6.1 | 1.9 | 3.7 | 0.0 | 15.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 17.2 | 512.7 | 8.1 | N/A | N/A | N/A | -100.0 | 17.2 | 52.4 | 46.5 | 3200.0 | N/A | N/A | -100.0 | 243.1 | -53.6 | 106.6 | 332.1 | -54.8 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/21/1995
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