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WFSIX: Wells Fargo Advantage Small Cap Growth I (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/13/2005 |
Last Dividend Date: | 12/10/2010 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 10/20/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/13/2005 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -16.5 | 9.5 | 0.5 | 5.2 | -27.2 | 27.2 | 51.6 | -39.6 | 13.6 | 22.9 | 17.5 |
Sharpe Ratio | NA | -0.47 | 0.26 | -0.01 | 0.13 | -0.93 | 1.13 | 1.55 | -0.93 | 0.58 | 1.13 | 1.54 |
Draw Down(%) | NA | 35.3 | 35.3 | 58.3 | 58.3 | 35.3 | 22.4 | 26.1 | 54.2 | 12.0 | 18.5 | 7.4 |
Standard Deviation(%) | NA | 35.4 | 36.6 | 33.8 | 29.0 | 35.1 | 24.0 | 33.3 | 43.4 | 18.3 | 17.4 | 14.8 |
Treynor Ratio | NA | -0.21 | 0.1 | 0.0 | 0.04 | -0.43 | 0.28 | 0.52 | -0.41 | 0.11 | 0.2 | 0.25 |
Alpha | NA | -0.13 | -0.07 | -0.07 | -0.02 | -0.12 | -0.01 | 0.03 | 0.0 | 0.02 | 0.04 | 0.02 |
Beta | NA | 0.8 | 0.95 | 0.96 | 0.95 | 0.76 | 0.98 | 0.99 | 0.98 | 0.96 | 0.99 | 0.92 |
RSquared | NA | 0.48 | 0.79 | 0.8 | 0.86 | 0.51 | 0.94 | 0.96 | 0.95 | 0.93 | 0.92 | 0.89 |
Yield(%) | N/A | 5.6 | 3.0 | 6.6 | N/A | 0.0 | 6.1 | 0.0 | 0.0 | 17.4 | 12.6 | 8.5 |
Dividend Growth(%) | N/A | N/A | -84.7 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 49.4 | 65.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/13/2005
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