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WFCMX: Wells Fargo Fds Tr Corebuildr Shrs Srs M (MUTUAL FUND)
Basic Info 11.26 0(0.0%) March 28
Asset Class: | Muni National Interm |
MyPlanIQ Rating: | (2%) |
Start Date: | 04/29/2008 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 3.73% |
Expenses | 0.00% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/02/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 0.4 | 5.1 | 0.3 | 2.0 | 3.4 | 4.3 | 3.9 | 6.7 | -8.4 | 2.5 | 4.2 | 8.4 | 2.6 | 7.0 | -1.0 | 4.4 | 13.3 | -1.4 | 12.4 | 6.3 | -0.2 | 14.3 | -5.7 |
Sharpe Ratio | NA | -0.75 | 0.31 | -0.53 | 0.11 | 0.69 | NA | 0.97 | 0.64 | -2.29 | 1.44 | 0.53 | 3.68 | 0.73 | 3.09 | -0.47 | 2.16 | 6.63 | -0.42 | 5.42 | 2.88 | -0.1 | 4.57 | -1.7 |
Draw Down(%) | NA | 1.0 | 5.6 | 13.2 | 13.2 | 13.2 | NA | 13.2 | 5.6 | 13.2 | 1.9 | 11.9 | 1.4 | 1.4 | 1.1 | 6.1 | 1.8 | 1.1 | 7.1 | 1.4 | 2.0 | 5.6 | 2.1 | 10.4 |
Standard Deviation(%) | NA | 2.6 | 3.8 | 3.5 | 4.4 | 3.4 | NA | 3.4 | 3.9 | 4.3 | 1.7 | 7.5 | 1.9 | 1.8 | 2.1 | 2.6 | 2.0 | 2.0 | 3.3 | 2.3 | 2.2 | 2.7 | 3.1 | 5.3 |
Treynor Ratio | NA | -0.02 | 0.01 | -0.02 | 0.0 | 0.02 | NA | 0.03 | 0.02 | -0.09 | 0.02 | 0.04 | 0.07 | 0.01 | 0.07 | -0.01 | 0.05 | 0.13 | -0.01 | 0.14 | 0.09 | 0.0 | 0.26 | -0.11 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.03 | 0.0 | -0.01 | 0.03 | -0.03 |
Beta | NA | 1.05 | 1.16 | 1.14 | 1.08 | 1.05 | NA | 0.96 | 1.15 | 1.14 | 1.05 | 1.06 | 1.01 | 0.98 | 0.9 | 0.88 | 0.92 | 0.99 | 1.05 | 0.88 | 0.67 | 0.69 | 0.54 | 0.86 |
RSquared | NA | 0.88 | 0.93 | 0.93 | 0.95 | 0.91 | NA | 0.8 | 0.94 | 0.94 | 0.76 | 0.97 | 0.79 | 0.81 | 0.81 | 0.74 | 0.72 | 0.78 | 0.89 | 0.62 | 0.54 | 0.43 | 0.3 | 0.77 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/02/2010
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See Muni National Interm Asset Class Trend Rankings |
Top Rated Funds in Muni National Interm
Best Mutual Funds
- VWITX (VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES) 0.07% (97%)
- VWAHX (VANGUARD HIGH-YIELD TAX-EXEMPT FUND INVESTOR SHARES) 0.09% (97%)
- BMBIX (BAIRD QUALITY INTERMEDIATE MUNICIPAL BOND FUND INSTITUTIONAL) 0.09% (96%)
- SFBDX (STATE FARM MUNICIPAL BOND FUND STATE FARM MUNICIPAL BOND FUND) 0.0% (95%)
- OWMBX (OLD WESTBURY MUNICIPAL BOND FUND OLD WESTBURY MUNICIPAL BOND FUND) 0.0% (95%)
- JITIX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS I) 0.0% (94%)
- STTBX (RIDGEWORTH SEIX INVESTMENT GRADE TAX-EXEMPT BOND FUND I SHARES) 0.0% (93%)
- SZMIX (DEUTSCHE INTERMEDIATE TAX/AMT FREE FUND INSTITUTIONAL CLASS) 0.0% (92%)
- SCMTX (DEUTSCHE INTERMEDIATE TAX/AMT FREE FUND CLASS S) 0.0% (92%)
- AXBIX (INTERMEDIATE-TERM TAX-FREE BOND FUND I CLASS) 0.0% (91%)
Best ETFs
- MUB (iShares National Muni Bond ETF) 0.08% (99%)
- ITM (VanEck Intermediate Muni ETF) 0.04% (98%)
- MUNI (PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund) 0.04% (24%)
- VTEB (Vanguard Tax-Exempt Bond Index Fund ETF Shares) 0.02% (1%)
Best Closed End Funds
- KSM (DWS Strategic Municipal Income Trust) 0.22% (100%)
- NIM (Nuveen Select Maturities Municipal Fund) 0.0% (99%)