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WARCX: Wells Fargo Advantage Absolute Ret C (MUTUAL FUND)
Basic Info 10.26 0.02(0.20%) May 20
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 03/02/2012 |
| Last Dividend Date: | 12/29/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.47% |
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Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.1 | -2.2 | -7.2 | -3.6 | -1.8 | 0.7 | 0.3 | -11.0 | -3.6 | 9.9 | -6.6 | 11.3 | 1.8 | -5.7 | 0.0 | 8.7 | 2.6 |
| SR | NA | -0.85 | -1.16 | -0.32 | -0.25 | 0.04 | -0.01 | -0.83 | -0.25 | 1.47 | -1.23 | 2.89 | 0.21 | -0.71 | 0.0 | 1.5 | 0.52 |
| DD(%) | NA | 7.1 | 9.2 | 23.3 | 23.6 | 23.6 | 23.6 | 15.2 | 23.3 | 4.9 | 11.5 | 1.3 | 7.3 | 11.4 | 6.6 | 5.2 | 5.7 |
| SD(%) | NA | 7.0 | 6.3 | 12.4 | 10.2 | 8.7 | 8.6 | 13.3 | 15.6 | 5.8 | 6.4 | 3.7 | 7.7 | 8.2 | 6.2 | 5.8 | 5.9 |
| TR | NA | -0.38 | -0.33 | -2.41 | -1.06 | 0.06 | -0.01 | -0.51 | -4.73 | 0.28 | -0.45 | 0.16 | 0.02 | -0.07 | 0.0 | 0.13 | 0.05 |
| Alpha(%) | NA | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.04 | -0.01 | 0.03 | -0.03 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.01 |
| Beta(%) | NA | 0.16 | 0.22 | 0.02 | 0.02 | 0.05 | 0.05 | 0.22 | 0.01 | 0.3 | 0.18 | 0.67 | 0.71 | 0.86 | 0.57 | 0.68 | 0.61 |
| RS | NA | 0.13 | 0.18 | 0.0 | 0.01 | 0.03 | 0.03 | 0.04 | 0.0 | 0.18 | 0.18 | 0.5 | 0.61 | 0.73 | 0.38 | 0.77 | 0.77 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/02/2012
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
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