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STHBX: Wells Fargo Advantage S/T Hi-Yld Bd Inv (MUTUAL FUND)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/12/1997 |
Last Dividend Date: | 09/30/2015 |
12-Mo. Yield | 2.97% |
Expenses | 0.85% |
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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 09/12/1997 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.0 | 1.9 | 3.8 | 3.3 | 0.1 | -2.7 | -0.4 | 2.2 | -1.7 | 1.6 | 9.3 | -10.6 | -2.6 | 0.2 | -1.8 | -0.1 | 3.8 | -6.6 | -8.4 | -3.2 | -2.6 | 0.2 | 0.7 |
Sharpe Ratio | NA | -0.59 | -0.66 | -0.35 | -0.64 | NA | -1.33 | 0.1 | -1.72 | -0.27 | 1.71 | -0.67 | 0.92 | 4.03 | -2.76 | -3.48 | -3.55 | -3.67 | -0.88 | 2.26 | -3.46 | -2.98 | -4.15 | -3.49 | -1.45 | -0.41 |
Draw Down(%) | NA | 2.5 | 4.8 | 4.9 | 15.7 | NA | 31.6 | 2.0 | 4.1 | 2.8 | 1.5 | 4.9 | 1.9 | 2.7 | 13.3 | 3.4 | 1.1 | 2.5 | 2.1 | 2.1 | 9.3 | 11.2 | 4.3 | 3.6 | 3.9 | 1.4 |
Standard Deviation(%) | NA | 1.7 | 1.4 | 1.7 | 2.1 | NA | 2.1 | 1.4 | 1.6 | 1.4 | 1.3 | 2.6 | 1.6 | 2.3 | 4.2 | 1.6 | 0.9 | 1.1 | 1.2 | 1.4 | 2.2 | 3.7 | 1.7 | 1.7 | 2.2 | 2.8 |
Treynor Ratio | NA | -0.03 | -0.03 | -0.02 | -0.04 | NA | -0.11 | 0.01 | -0.09 | -0.01 | 0.12 | -0.05 | 0.08 | 0.38 | -0.29 | -0.25 | -0.33 | -0.31 | -0.06 | 0.15 | -0.47 | -0.9 | -0.51 | -0.27 | -0.07 | -0.02 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | NA | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | -0.02 | -0.01 | 0.0 | -0.03 | -0.04 | -0.03 | -0.02 | 0.0 | 0.0 |
Beta | NA | 0.31 | 0.28 | 0.3 | 0.3 | NA | 0.26 | 0.25 | 0.31 | 0.29 | 0.18 | 0.36 | 0.19 | 0.24 | 0.39 | 0.22 | 0.09 | 0.13 | 0.17 | 0.2 | 0.16 | 0.12 | 0.14 | 0.22 | 0.44 | 0.63 |
RSquared | NA | 0.49 | 0.42 | 0.45 | 0.5 | NA | 0.31 | 0.39 | 0.49 | 0.42 | 0.2 | 0.57 | 0.26 | 0.43 | 0.71 | 0.32 | 0.08 | 0.13 | 0.2 | 0.24 | 0.12 | 0.06 | 0.09 | 0.09 | 0.39 | 0.55 |
Yield(%) | N/A | 3.0 | 3.3 | 3.9 | 4.5 | 4.4 | N/A | 2.2 | 3.2 | 3.7 | 4.1 | 5.0 | 5.0 | 5.7 | 5.0 | 5.8 | 5.6 | 3.5 | 4.5 | 5.4 | 6.3 | 8.1 | 8.0 | 0.8 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -14.5 | -28.1 | -27.8 | N/A | N/A | N/A | -32.1 | -15.2 | -7.5 | -19.9 | 1.7 | -3.5 | 2.4 | -15.7 | 3.4 | 55.6 | -21.3 | -13.9 | -20.6 | -28.8 | -0.7 | 893.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/12/1997
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