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WOFNX: WELLS FARGO OPPORTUNITY FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 59.59 2.22(3.87%) May 12
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 08/05/2010 |
| Last Dividend Date: | 12/16/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.72% |
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Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/05/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.6 | -3.5 | -2.7 | 4.0 | 7.0 | 6.5 | 8.9 | 7.3 | 22.6 | -27.1 | 13.2 | 15.0 | 31.9 | -6.9 | 20.5 | 12.4 | -3.1 | 10.5 | 30.6 | 14.8 | -6.4 | 16.6 |
| Sharpe Ratio | NA | -0.79 | -0.6 | -0.02 | 0.13 | 0.21 | 0.39 | 0.05 | 1.23 | -1.0 | 0.74 | 0.41 | 2.31 | -0.49 | 2.5 | 0.79 | -0.2 | 0.83 | 2.61 | 1.0 | -0.24 | 2.95 |
| Draw Down(%) | NA | 21.2 | 27.5 | 27.5 | 34.8 | 35.5 | 35.5 | 12.2 | 13.6 | 28.2 | 13.4 | 35.5 | 6.4 | 19.8 | 4.1 | 12.3 | 13.8 | 10.5 | 6.0 | 13.7 | 25.9 | 7.2 |
| Standard Deviation(%) | NA | 27.5 | 21.0 | 20.6 | 20.8 | 20.3 | 19.3 | 15.2 | 15.0 | 28.7 | 17.8 | 36.0 | 13.2 | 17.0 | 8.0 | 15.4 | 15.8 | 12.7 | 11.7 | 14.9 | 26.7 | 15.4 |
| Treynor Ratio | NA | -0.2 | -0.12 | 0.0 | 0.03 | 0.04 | 0.08 | 0.01 | 0.21 | -0.27 | 0.14 | 0.16 | 0.31 | -0.08 | 0.21 | 0.12 | -0.03 | 0.11 | 0.34 | 0.15 | -0.07 | 0.48 |
| Alpha | NA | -0.07 | -0.05 | -0.02 | -0.03 | -0.01 | -0.01 | -0.02 | 0.03 | -0.04 | -0.03 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 |
| Beta | NA | 1.05 | 1.03 | 0.99 | 1.0 | 0.98 | 0.98 | 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 | 0.94 |
| RSquared | NA | 0.93 | 0.8 | 0.82 | 0.82 | 0.88 | 0.91 | 0.66 | 0.83 | 0.88 | 0.66 | 0.95 | 0.93 | 0.95 | 0.85 | 0.95 | 0.96 | 0.94 | 0.94 | 0.96 | 0.99 | 0.97 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.1 | 4.5 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 6.9 | 9.8 | 13.6 | 6.8 | 13.2 | 10.7 | 7.3 | 4.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -99.2 | N/A | N/A | N/A | N/A | N/A | -100.0 | -93.1 | -41.2 | -22.9 | 117.6 | -57.6 | 24.0 | 74.3 | 101.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2010
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See MID-CAP BLEND Asset Class Trend Rankings |
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Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) 3.52% (100%)
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- CZA (Invesco Zacks Mid-Cap ETF) 2.50% (96%)
- EZM (WisdomTree U.S. MidCap Fund) 3.43% (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) 3.44% (95%)
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- IWR (iShares Russell Midcap ETF) 2.79% (94%)
- VXF (Vanguard Extended Market ETF) 3.79% (94%)
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- SCHM (Schwab U.S. Mid-Cap ETF) 3.71% (26%)
Best Closed End Funds
- CET (Central Securities Corporation) 2.38% (99%)
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