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WARCX: Wells Fargo Advantage Absolute Ret C (MUTUAL FUND)
Basic Info 10.54 0.05(0.47%) February 03
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (94%) |
| 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 02/03/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | 3.8 | -2.8 | -3.8 | -2.7 | 0.1 | 0.5 | -3.2 | -11.0 | -3.6 | 9.9 | -6.6 | 11.3 | 1.8 | -5.7 | 0.0 | 8.7 | 2.6 |
| SR | NA | 7.59 | -0.57 | -0.35 | -0.35 | -0.05 | 0.0 | -0.6 | -0.83 | -0.25 | 1.47 | -1.23 | 2.89 | 0.21 | -0.71 | 0.0 | 1.5 | 0.52 |
| DD(%) | NA | 0.7 | 13.5 | 22.0 | 23.3 | 23.6 | 23.6 | 13.5 | 15.2 | 23.3 | 4.9 | 11.5 | 1.3 | 7.3 | 11.4 | 6.6 | 5.2 | 5.7 |
| SD(%) | NA | 6.3 | 7.8 | 12.6 | 10.5 | 8.8 | 8.6 | 7.8 | 13.3 | 15.6 | 5.8 | 6.4 | 3.7 | 7.7 | 8.2 | 6.2 | 5.8 | 5.9 |
| TR | NA | 1.76 | -0.17 | -2.12 | -1.25 | -0.08 | 0.01 | -0.18 | -0.51 | -4.73 | 0.28 | -0.45 | 0.16 | 0.02 | -0.07 | 0.0 | 0.13 | 0.05 |
| Alpha(%) | NA | 0.1 | -0.01 | -0.01 | -0.01 | 0.0 | 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 | 0.27 | 0.27 | 0.02 | 0.03 | 0.05 | 0.06 | 0.25 | 0.22 | 0.01 | 0.3 | 0.18 | 0.67 | 0.71 | 0.86 | 0.57 | 0.68 | 0.61 |
| RS | NA | 0.24 | 0.27 | 0.01 | 0.01 | 0.03 | 0.03 | 0.25 | 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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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
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