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WIPNX: Wells Fargo Advantage Income Plus Inv (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/23/2008 |
Last Dividend Date: | 09/24/2015 |
12-Mo. Yield | 1.81% |
Expenses | 0.92% |
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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 07/23/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.0 | 2.1 | -0.2 | 4.3 | -3.5 | 0.1 | 4.2 | 2.9 | 7.0 | 1.1 |
Sharpe Ratio | NA | 0.0 | -0.11 | 0.07 | 0.54 | -0.06 | 1.72 | -1.04 | 0.01 | 1.1 | 0.73 | 1.58 | 0.31 |
Draw Down(%) | NA | 3.3 | 6.9 | 8.5 | 8.5 | 3.3 | 1.1 | 5.9 | 3.8 | 1.9 | 4.5 | 2.6 | 6.8 |
Standard Deviation(%) | NA | 3.3 | 3.2 | 3.4 | 3.8 | 3.5 | 2.5 | 3.3 | 3.6 | 3.8 | 3.9 | 4.3 | 6.6 |
Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.03 | 0.0 | 0.06 | -0.04 | 0.0 | 0.06 | 0.04 | 0.13 | 0.04 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | 0.03 |
Beta | NA | 0.72 | 0.76 | 0.72 | 0.62 | 0.74 | 0.71 | 0.81 | 0.7 | 0.68 | 0.65 | 0.54 | 0.5 |
RSquared | NA | 0.83 | 0.76 | 0.7 | 0.66 | 0.83 | 0.75 | 0.83 | 0.38 | 0.77 | 0.76 | 0.73 | 0.49 |
Yield(%) | N/A | 1.8 | 2.3 | 3.2 | N/A | 1.5 | 2.1 | 2.0 | 5.2 | 3.3 | 4.8 | 4.7 | 0.0 |
Dividend Growth(%) | N/A | -12.3 | -43.0 | N/A | N/A | -28.0 | 4.2 | -61.9 | 61.5 | -29.1 | 10.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2008
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