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WFGTX: Wells Fargo Advantage Emerging Gr Inv (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/05/2007 |
Last Dividend Date: | 12/09/2014 |
12-Mo. Yield | 7.71% |
Expenses | 1.44% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/05/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -3.4 | 6.9 | -4.1 | -9.6 | 39.2 | 1.8 | 4.9 | 31.8 | 32.4 | -47.2 | 21.8 |
Sharpe Ratio | NA | -0.31 | 0.23 | 0.34 | 0.14 | -0.25 | -0.44 | 2.15 | 0.09 | 0.14 | 1.33 | 1.09 | -1.21 | 0.99 |
Draw Down(%) | NA | 21.3 | 22.1 | 28.2 | 62.5 | 21.3 | 21.1 | 11.1 | 16.2 | 28.2 | 15.5 | 23.1 | 57.3 | 14.1 |
Standard Deviation(%) | NA | 20.6 | 20.4 | 23.7 | 26.6 | 19.8 | 21.9 | 18.2 | 19.3 | 34.1 | 23.7 | 29.6 | 39.5 | 21.7 |
Treynor Ratio | NA | -0.06 | 0.04 | 0.08 | 0.04 | -0.04 | -0.08 | 0.36 | 0.02 | 0.05 | 0.33 | 0.37 | -0.54 | 0.2 |
Alpha | NA | -0.05 | -0.06 | -0.05 | -0.03 | -0.01 | -0.06 | -0.01 | -0.06 | 0.03 | 0.01 | -0.01 | -0.08 | 0.06 |
Beta | NA | 1.11 | 1.15 | 1.08 | 0.97 | 1.12 | 1.25 | 1.1 | 1.03 | 1.04 | 0.97 | 0.88 | 0.89 | 1.09 |
RSquared | NA | 0.73 | 0.77 | 0.87 | 0.9 | 0.83 | 0.81 | 0.77 | 0.84 | 0.97 | 0.95 | 0.94 | 0.94 | 0.89 |
Yield(%) | N/A | 7.7 | 8.0 | 6.2 | N/A | 0.0 | 7.2 | 9.5 | 5.7 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
Dividend Growth(%) | N/A | 1.9 | N/A | N/A | N/A | -100.0 | 1.9 | 73.8 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/05/2007
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