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WOFDX: WELLS FARGO OPPORTUNITY FUND ADMINISTRATOR CLASS (MUTUAL FUND)
Basic Info 61.13 0.51(0.84%) July 03
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 04/12/2005 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 8.20% |
| Expenses | 0.72% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/12/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.4 | 3.2 | 11.5 | 15.2 | 12.1 | 10.3 | 11.8 | 9.0 | 9.1 | 6.7 | 22.2 | -27.4 | 12.6 | 14.6 | 31.5 | -7.2 | 20.2 | 12.1 | -3.4 | 10.3 | 30.3 | 14.5 | -6.7 | 21.6 | 47.6 | -40.2 | 5.0 | 12.0 | 10.5 |
| Sharpe Ratio | NA | 0.14 | 0.41 | 0.65 | 0.53 | 0.45 | NA | NA | 0.39 | 0.01 | 1.2 | -1.01 | 0.7 | 0.4 | 2.29 | -0.5 | 2.46 | 0.77 | -0.21 | 0.81 | 2.59 | 0.98 | -0.25 | 1.11 | 1.66 | -0.99 | 0.13 | 0.78 | 1.11 |
| Draw Down(%) | NA | 21.2 | 22.1 | 22.1 | 27.3 | 35.5 | NA | NA | 55.5 | 12.5 | 13.6 | 28.5 | 13.7 | 35.5 | 6.4 | 19.8 | 4.1 | 12.3 | 13.9 | 10.6 | 6.0 | 13.7 | 25.9 | 16.2 | 24.5 | 53.1 | 10.9 | 12.2 | 7.7 |
| Standard Deviation(%) | NA | 24.7 | 20.2 | 18.3 | 19.1 | 19.6 | NA | NA | 20.5 | 15.4 | 15.0 | 28.8 | 18.0 | 36.0 | 13.2 | 17.0 | 8.0 | 15.4 | 15.8 | 12.7 | 11.7 | 14.9 | 26.7 | 19.3 | 28.7 | 41.2 | 15.6 | 11.3 | 11.2 |
| Treynor Ratio | NA | 0.03 | 0.08 | 0.12 | 0.1 | 0.09 | NA | NA | 0.08 | 0.0 | 0.2 | -0.28 | 0.13 | 0.15 | 0.3 | -0.08 | 0.21 | 0.12 | -0.03 | 0.1 | 0.33 | 0.15 | -0.07 | 0.24 | 0.55 | -0.45 | 0.02 | 0.1 | 0.15 |
| Alpha | NA | -0.04 | -0.03 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.03 | 0.03 | -0.04 | -0.03 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.04 | -0.01 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 1.06 | 1.04 | 0.99 | 0.99 | 0.97 | NA | NA | 0.94 | 0.97 | 0.89 | 1.04 | 0.95 | 0.94 | 0.99 | 1.01 | 0.94 | 0.98 | 1.02 | 0.98 | 0.91 | 0.98 | 0.98 | 0.88 | 0.87 | 0.91 | 0.92 | 0.87 | 0.85 |
| RSquared | NA | 0.91 | 0.9 | 0.9 | 0.9 | 0.93 | NA | NA | 0.95 | 0.65 | 0.82 | 0.88 | 0.65 | 0.94 | 0.93 | 0.95 | 0.85 | 0.95 | 0.96 | 0.94 | 0.94 | 0.96 | 0.99 | 0.98 | 0.96 | 0.98 | 0.95 | 0.93 | 0.86 |
| Yield(%) | N/A | 0.0 | 8.2 | 7.5 | 7.5 | 8.0 | 10.7 | 7.4 | N/A | 8.8 | 4.2 | 6.9 | 12.1 | 0.2 | 6.8 | 9.8 | 13.5 | 6.7 | 13.1 | 10.8 | 7.4 | 4.1 | 0.0 | 0.0 | 0.6 | 0.0 | 17.2 | 18.9 | 10.9 |
| Dividend Growth(%) | N/A | -100.0 | 153.7 | 18.3 | -20.9 | 30.1 | N/A | N/A | N/A | 153.7 | -55.8 | -34.7 | 7485.1 | -96.7 | -42.3 | -23.4 | 119.9 | -57.8 | 21.3 | 74.3 | 101.5 | N/A | N/A | -100.0 | N/A | -100.0 | -16.5 | 75.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/12/2005
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See MID-CAP BLEND Asset Class Trend Rankings |
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