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STNFX: WELLS FARGO LARGE CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 48.27 0.66(1.39%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 07/30/2010 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 13.03% |
| Expenses | 0.95% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/30/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 9.9 | 13.6 | 25.9 | 14.0 | 14.2 | 15.1 | 14.9 | 18.2 | -37.4 | 0.8 | 16.3 | 33.1 | 1.2 | 33.4 | -2.1 | 4.7 | 9.9 | 34.9 | 13.0 | 3.3 | 19.8 |
| Sharpe Ratio | NA | 0.61 | 0.43 | 1.07 | 0.53 | 0.58 | 0.69 | 0.37 | 0.6 | -1.18 | 0.03 | 0.41 | 2.03 | 0.0 | 3.52 | -0.15 | 0.28 | 0.69 | 2.81 | 0.85 | 0.13 | 3.51 |
| Draw Down(%) | NA | 22.4 | 22.4 | 22.4 | 36.6 | 36.6 | 36.6 | 16.3 | 15.9 | 38.4 | 19.6 | 32.9 | 7.9 | 22.7 | 3.4 | 14.9 | 12.2 | 9.1 | 5.7 | 12.2 | 18.6 | 7.0 |
| Standard Deviation(%) | NA | 28.9 | 24.4 | 21.1 | 22.4 | 22.1 | 20.5 | 22.3 | 23.6 | 32.8 | 24.2 | 39.4 | 15.6 | 22.1 | 9.3 | 15.2 | 16.6 | 14.4 | 12.4 | 15.4 | 25.4 | 15.1 |
| Treynor Ratio | NA | 0.2 | 0.12 | 0.26 | 0.14 | 0.14 | 0.15 | 0.1 | 0.17 | -0.47 | 0.01 | 0.16 | 0.44 | 0.0 | 0.31 | -0.02 | 0.05 | 0.1 | 0.35 | 0.13 | 0.03 | 0.55 |
| Alpha | NA | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.03 | -0.05 | -0.02 | 0.01 | -0.11 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.02 | 0.02 |
| Beta | NA | 0.91 | 0.9 | 0.86 | 0.84 | 0.9 | 0.92 | 0.86 | 0.81 | 0.83 | 0.69 | 1.01 | 0.72 | 1.05 | 1.06 | 1.01 | 1.02 | 1.04 | 1.01 | 1.03 | 0.95 | 0.97 |
| RSquared | NA | 0.98 | 0.97 | 0.96 | 0.95 | 0.94 | 0.94 | 0.65 | 0.46 | 0.87 | 0.48 | 0.87 | 0.71 | 0.98 | 0.94 | 0.97 | 0.97 | 0.97 | 0.95 | 0.95 | 0.99 | 0.96 |
| Yield(%) | N/A | 0.0 | 12.9 | 15.3 | 12.7 | 12.9 | N/A | 16.6 | 22.1 | 6.8 | 15.5 | 15.5 | 11.6 | 23.7 | 24.4 | 5.2 | 5.9 | 4.7 | 4.3 | 0.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -12.8 | -11.0 | 1.4 | N/A | N/A | -12.8 | 102.9 | -54.9 | 12.7 | 63.6 | -62.2 | 5.9 | 347.3 | -14.5 | 32.0 | 38.8 | 1312.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/2010
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See LARGE GROWTH Asset Class Trend Rankings |
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