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WFSTX: SPECIALIZED TECHNOLOGY FUND CLASS A (MUTUAL FUND)
Basic Info 11.52 0.04(0.35%) May 17
Asset Class: | Technology |
MyPlanIQ Rating: | (45%) |
Start Date: | 09/15/2000 |
Last Dividend Date: | 12/09/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.23% |
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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 09/15/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 6.5 | 25.5 | 1.0 | 11.3 | 15.3 | 16.9 | 13.1 | 6.9 | 34.7 | -38.7 | 12.6 | 66.3 | 29.4 | 7.5 | 43.0 | 4.7 | 4.6 | 12.4 | 42.9 | 12.4 | -10.1 | 27.0 | 58.4 | -45.0 | 28.5 | 6.3 | 8.2 | 18.1 | 72.5 | -41.3 | -38.4 | -31.7 |
Sharpe Ratio | NA | 0.55 | 1.38 | -0.08 | 0.33 | 0.59 | NA | NA | 0.22 | 1.79 | -1.13 | 0.51 | 1.8 | 1.36 | 0.23 | 3.2 | 0.28 | 0.25 | 0.74 | 2.84 | 0.8 | -0.39 | 1.2 | 2.19 | -1.16 | 1.27 | 0.19 | 0.4 | 0.84 | 2.63 | -1.22 | -0.92 | -1.68 |
Draw Down(%) | NA | 7.7 | 12.8 | 45.0 | 45.0 | 45.0 | NA | NA | 79.9 | 12.8 | 40.0 | 16.5 | 31.5 | 13.9 | 25.6 | 8.5 | 14.7 | 15.0 | 11.2 | 5.2 | 13.9 | 24.4 | 13.9 | 17.7 | 53.0 | 12.1 | 20.9 | 15.1 | 21.8 | 16.5 | 54.2 | 61.0 | 38.1 |
Standard Deviation(%) | NA | 15.1 | 15.3 | 25.6 | 27.8 | 23.9 | NA | NA | 25.7 | 17.2 | 35.6 | 24.5 | 36.5 | 20.5 | 27.6 | 13.3 | 16.4 | 18.5 | 16.8 | 15.1 | 15.5 | 25.8 | 22.4 | 26.6 | 39.4 | 20.3 | 16.0 | 14.8 | 20.3 | 27.3 | 34.8 | 44.6 | 46.1 |
Treynor Ratio | NA | 0.12 | 0.29 | -0.02 | 0.1 | 0.15 | NA | NA | 0.06 | 0.38 | -0.4 | 0.11 | 0.78 | 0.27 | 0.06 | 0.38 | 0.05 | 0.05 | 0.11 | 0.41 | 0.13 | -0.1 | 0.25 | 0.63 | -0.48 | 0.24 | 0.03 | 0.06 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | 0.0 | -0.05 | -0.03 | -0.01 | NA | NA | -0.01 | -0.02 | -0.05 | -0.07 | 0.07 | -0.06 | 0.02 | 0.0 | -0.03 | 0.0 | -0.03 | 0.03 | 0.0 | -0.04 | 0.05 | 0.0 | -0.03 | 0.04 | -0.01 | 0.02 | 0.08 | NA | NA | NA | NA |
Beta | NA | 0.68 | 0.71 | 0.95 | 0.92 | 0.96 | NA | NA | 0.96 | 0.8 | 1.0 | 1.13 | 0.84 | 1.04 | 1.13 | 1.13 | 0.96 | 0.99 | 1.14 | 1.04 | 0.92 | 0.98 | 1.06 | 0.93 | 0.96 | 1.06 | 0.92 | 0.93 | 0.91 | NA | NA | NA | NA |
RSquared | NA | 0.81 | 0.75 | 0.87 | 0.86 | 0.87 | NA | NA | 0.63 | 0.79 | 0.92 | 0.85 | 0.87 | 0.84 | 0.92 | 0.9 | 0.95 | 0.91 | 0.91 | 0.75 | 0.95 | 0.92 | 0.91 | 0.96 | 0.98 | 0.86 | 0.81 | 0.71 | 0.71 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 13.0 | 16.2 | 17.3 | 26.9 | 23.1 | N/A | 0.0 | 14.0 | 25.7 | 21.0 | 10.2 | 20.8 | 10.0 | 6.1 | 12.5 | 12.3 | 6.4 | 3.1 | 4.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | 7.4 | 62.1 | 1545.4 | N/A | N/A | N/A | -100.0 | -51.9 | 70.9 | 149.6 | -58.1 | 178.4 | 67.2 | -55.7 | 2.3 | 151.0 | 131.8 | -38.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2000
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