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WFIRX: Wells Fargo Advantage Index Inv (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/05/2010 |
Last Dividend Date: | 12/19/2014 |
12-Mo. Yield | 2.83% |
Expenses | 0.45% |
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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 08/05/2010 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.1 | 14.3 | 2.1 | 10.1 | 26.5 | 11.2 | -3.8 | 6.2 |
Sharpe Ratio | NA | 0.24 | 0.89 | 0.56 | 0.61 | 0.17 | 0.88 | 2.27 | 0.87 | -0.16 | 1.03 |
Draw Down(%) | NA | 12.1 | 12.1 | 18.7 | 18.7 | 12.1 | 7.3 | 4.7 | 9.6 | 18.7 | 7.0 |
Standard Deviation(%) | NA | 15.0 | 13.0 | 16.0 | 15.8 | 15.5 | 11.5 | 11.6 | 12.9 | 24.1 | 15.3 |
Treynor Ratio | NA | 0.04 | 0.12 | 0.09 | 0.1 | 0.03 | 0.1 | 0.26 | 0.12 | -0.04 | 0.16 |
Alpha | NA | -0.02 | -0.02 | -0.03 | -0.02 | 0.0 | -0.01 | -0.02 | -0.02 | -0.02 | -0.06 |
Beta | NA | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 0.98 | 1.0 | 0.97 |
RSquared | NA | 0.97 | 0.95 | 0.95 | 0.95 | 0.99 | 0.97 | 0.91 | 0.96 | 0.97 | 0.8 |
Yield(%) | N/A | 2.8 | 4.2 | 5.0 | N/A | 0.0 | 3.1 | 5.0 | 4.2 | 5.3 | 6.2 |
Dividend Growth(%) | N/A | -24.3 | N/A | N/A | N/A | -100.0 | -24.1 | 32.4 | -22.6 | -8.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2010
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