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WFENX: WELLS FARGO INTERNATIONAL EQUITY FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 13.52 0.03(0.22%) May 17
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (6%) |
Start Date: | 12/22/1999 |
Last Dividend Date: | 03/25/2024 |
12-Mo. Yield | 2.51% |
Expenses | 1.39% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/05/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 7.7 | 15.9 | 2.1 | 5.8 | 4.4 | 6.5 | 4.2 | 5.3 | 15.9 | -11.3 | 6.2 | 4.8 | 15.4 | -17.0 | 24.4 | 4.5 | 2.6 | -5.0 | 20.7 | 13.9 | -13.4 | 15.4 | 15.8 | -41.4 | 4.1 | 12.5 | 11.6 | 19.4 | 31.2 | -11.2 | -17.8 | -14.5 | 4.7 |
Sharpe Ratio | NA | 1.53 | 1.0 | -0.05 | 0.2 | 0.2 | NA | NA | 0.07 | 1.0 | -0.62 | 0.45 | 0.15 | 1.1 | -1.28 | 2.56 | 0.24 | 0.17 | -0.44 | 1.6 | 0.86 | -0.48 | 0.65 | 0.58 | -1.19 | 0.06 | 0.55 | 0.86 | 1.38 | 2.47 | -0.89 | -1.47 | -1.21 | 95.07 |
Draw Down(%) | NA | 5.4 | 10.6 | 30.2 | 39.2 | 46.1 | NA | NA | 62.0 | 10.6 | 28.3 | 11.7 | 39.2 | 11.6 | 25.7 | 3.3 | 14.8 | 17.9 | 13.0 | 10.9 | 18.0 | 28.4 | 18.3 | 26.1 | 51.9 | 16.6 | 15.7 | 6.0 | 11.1 | 12.3 | 22.9 | 26.4 | 21.2 | 0.0 |
Standard Deviation(%) | NA | 10.1 | 10.7 | 15.4 | 19.0 | 16.7 | NA | NA | 18.5 | 11.7 | 20.7 | 13.5 | 30.3 | 12.7 | 14.3 | 9.3 | 17.9 | 15.5 | 11.4 | 12.9 | 16.1 | 28.1 | 23.5 | 26.9 | 35.4 | 20.4 | 16.9 | 10.9 | 13.4 | 12.4 | 13.9 | 13.9 | 15.3 | 6.3 |
Treynor Ratio | NA | 0.18 | 0.13 | -0.01 | 0.04 | 0.03 | NA | NA | 0.01 | 0.14 | -0.14 | 0.07 | 0.05 | 0.13 | -0.18 | 0.27 | 0.04 | 0.03 | -0.06 | 0.22 | 0.15 | -0.13 | 0.14 | 0.18 | -0.51 | 0.01 | 0.09 | 0.11 | 0.21 | 0.39 | -0.19 | -0.29 | -0.23 | 7.72 |
Alpha | NA | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | -0.03 | -0.01 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.04 | -0.04 | -0.03 | -0.04 | 0.0 | 0.01 | 0.01 | -0.01 | -0.02 | -0.02 | 0.27 |
Beta | NA | 0.85 | 0.82 | 0.9 | 0.93 | 0.94 | NA | NA | 0.9 | 0.83 | 0.92 | 0.93 | 0.96 | 1.08 | 1.0 | 0.9 | 0.95 | 0.93 | 0.9 | 0.93 | 0.93 | 1.02 | 1.08 | 0.88 | 0.83 | 0.99 | 1.01 | 0.89 | 0.88 | 0.78 | 0.66 | 0.71 | 0.8 | 0.77 |
RSquared | NA | 0.82 | 0.85 | 0.87 | 0.9 | 0.87 | NA | NA | 0.86 | 0.86 | 0.91 | 0.77 | 0.95 | 0.82 | 0.87 | 0.51 | 0.87 | 0.85 | 0.78 | 0.84 | 0.92 | 0.98 | 0.94 | 0.88 | 0.93 | 0.68 | 0.65 | 0.69 | 0.81 | 0.8 | 0.88 | 0.8 | 0.59 | 0.57 |
Yield(%) | N/A | 0.2 | 2.5 | 2.1 | 2.3 | 2.8 | 3.7 | 3.0 | N/A | 2.5 | 2.2 | 2.2 | 1.0 | 2.6 | 3.1 | 4.3 | 3.4 | 1.5 | 4.5 | 2.9 | 3.2 | 2.3 | 1.1 | 2.3 | 2.1 | 2.8 | 3.4 | 2.9 | 1.6 | 1.6 | 1.0 | 0.6 | 0.2 | 1.5 |
Dividend Growth(%) | N/A | -89.3 | 47.9 | 0.4 | -33.3 | N/A | N/A | N/A | N/A | -3.4 | 7.4 | 125.0 | -57.1 | -33.3 | -12.5 | 33.3 | 125.0 | -69.8 | 76.7 | 0.0 | 20.0 | 127.3 | -45.0 | -35.5 | -24.4 | -12.8 | 30.6 | 111.8 | 30.8 | 44.4 | 28.6 | 133.3 | -84.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2010
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