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WECDX: WELLS FARGO ENDEAVOR SELECT FUND ADMINISTRATOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/12/2005 |
| Last Dividend Date: | 07/24/2024 |
| 12-Mo. Yield | 27.96% |
| Expenses | 0.94% |
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Performance Analytics (As of 08/01/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 17.5 | 0.5 | 11.2 | 12.9 | 13.8 | 10.0 | 8.3 | 37.7 | -35.1 | 19.6 | 37.1 | 38.9 | 3.1 | 35.4 | -0.6 | 3.7 | 6.9 | 34.1 | 18.7 | -4.9 | 17.9 | 32.6 | -44.3 | 17.2 | 4.1 | 14.9 |
| Sharpe Ratio | NA | 0.96 | -0.09 | 0.38 | 0.57 | NA | 0.41 | 0.78 | 2.08 | -1.11 | 1.12 | 1.06 | 2.68 | 0.08 | 4.15 | -0.06 | 0.21 | 0.45 | 2.61 | 1.25 | -0.18 | 0.84 | 1.23 | -1.05 | 0.86 | 0.06 | 1.64 |
| Draw Down(%) | NA | 9.7 | 40.8 | 40.8 | 40.8 | NA | 54.9 | 6.8 | 10.9 | 37.6 | 9.7 | 31.1 | 6.1 | 21.0 | 2.7 | 15.3 | 12.7 | 11.0 | 7.0 | 10.7 | 22.2 | 17.0 | 20.4 | 54.9 | 9.3 | 11.4 | 5.9 |
| Standard Deviation(%) | NA | 14.3 | 23.2 | 24.8 | 20.7 | NA | 21.7 | 14.2 | 16.2 | 33.1 | 17.5 | 34.5 | 14.0 | 20.7 | 8.4 | 14.4 | 17.2 | 15.5 | 13.0 | 15.0 | 27.4 | 21.2 | 26.4 | 42.9 | 16.5 | 13.2 | 11.5 |
| Treynor Ratio | NA | 0.19 | -0.03 | 0.11 | 0.14 | NA | 0.09 | 0.16 | 0.41 | -0.42 | 0.33 | 0.39 | 0.58 | 0.02 | 0.38 | -0.01 | 0.03 | 0.06 | 0.33 | 0.19 | -0.05 | 0.16 | 0.31 | -0.4 | 0.15 | 0.01 | 0.21 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.01 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.07 | -0.03 | 0.03 | 0.01 | 0.02 | 0.0 | -0.02 | -0.03 | -0.01 | 0.0 | -0.02 | 0.02 | -0.01 | -0.01 | 0.03 | 0.01 | -0.01 |
| Beta | NA | 0.73 | 0.8 | 0.84 | 0.86 | NA | 0.95 | 0.7 | 0.82 | 0.88 | 0.59 | 0.93 | 0.64 | 0.98 | 0.92 | 0.94 | 1.04 | 1.11 | 1.05 | 1.01 | 1.02 | 1.08 | 1.04 | 1.12 | 0.98 | 0.95 | 0.91 |
| RSquared | NA | 0.86 | 0.87 | 0.9 | 0.89 | NA | 0.91 | 0.83 | 0.91 | 0.97 | 0.64 | 0.95 | 0.7 | 0.97 | 0.88 | 0.93 | 0.96 | 0.94 | 0.94 | 0.95 | 0.98 | 0.96 | 0.94 | 0.96 | 0.95 | 0.88 | 0.83 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 21.4 | 8.2 | 7.3 | 17.2 | 9.4 | 10.8 | 23.1 | 23.5 | 14.7 | 34.8 | 13.8 | 6.0 | 0.0 | 0.0 | 0.0 | 0.2 | 2.2 | 1.0 | 0.0 | 1.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 230.4 | -34.2 | -55.7 | 126.3 | 12.7 | -62.9 | 10.2 | 39.7 | -71.1 | 134.9 | 184.7 | N/A | N/A | N/A | -100.0 | -95.3 | 153.5 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/11/2005
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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