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WFDRX: WELLS FARGO DISCOVERY FUND CLASS R6 (MUTUAL FUND)
Basic Info 32.35 0.04(0.12%) July 18
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 07/03/2013 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 8.19% |
| Expenses | 0.88% |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/03/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 2.3 | 8.7 | 13.8 | 4.4 | 8.5 | 9.6 | 10.1 | 20.6 | -38.3 | -28.3 | 55.0 | 39.7 | -6.6 | 29.7 | 7.7 | -1.2 | 1.0 | 18.9 |
| Sharpe Ratio | NA | -0.02 | 0.23 | 0.39 | 0.06 | 0.28 | 0.35 | 0.18 | 0.9 | -1.0 | -0.69 | 1.42 | 2.24 | -0.38 | 2.66 | 0.41 | -0.07 | 0.06 | 3.05 |
| Draw Down(%) | NA | 24.9 | 27.0 | 27.0 | 51.5 | 51.5 | 51.5 | 15.1 | 18.0 | 42.9 | 38.9 | 35.9 | 10.7 | 26.9 | 5.7 | 18.7 | 16.0 | 15.1 | 4.7 |
| Standard Deviation(%) | NA | 29.6 | 25.5 | 22.9 | 27.1 | 24.9 | 23.7 | 19.8 | 18.4 | 39.9 | 41.4 | 38.3 | 17.1 | 20.7 | 11.0 | 18.3 | 17.1 | 17.7 | 13.7 |
| Treynor Ratio | NA | -0.01 | 0.05 | 0.08 | 0.01 | 0.06 | 0.07 | 0.03 | 0.16 | -0.33 | -0.19 | 0.53 | 0.33 | -0.07 | 0.24 | 0.07 | -0.01 | 0.01 | 0.38 |
| Alpha | NA | -0.08 | -0.05 | -0.02 | -0.03 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | -0.22 | 0.06 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.05 | 0.02 |
| Beta | NA | 1.11 | 1.11 | 1.07 | 1.18 | 1.12 | 1.12 | 1.14 | 1.03 | 1.21 | 1.52 | 1.03 | 1.16 | 1.1 | 1.21 | 1.1 | 1.03 | 1.22 | 1.09 |
| RSquared | NA | 0.95 | 0.94 | 0.92 | 0.91 | 0.92 | 0.91 | 0.78 | 0.88 | 0.94 | 0.53 | 0.93 | 0.9 | 0.94 | 0.82 | 0.92 | 0.9 | 0.89 | 0.89 |
| Yield(%) | N/A | 0.0 | 8.2 | 3.9 | 8.7 | 9.8 | N/A | 9.2 | 0.0 | 0.7 | 23.9 | 7.0 | 15.6 | 14.2 | 18.8 | 1.4 | 7.9 | 7.4 | 7.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -85.2 | -2.8 | N/A | N/A | N/A | -100.0 | -97.7 | 413.6 | -43.6 | -14.0 | -16.1 | 1385.7 | -84.3 | 0.1 | 16.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2013
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