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WOFNX: WELLS FARGO OPPORTUNITY FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 62.57 0.33(0.53%) June 27
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 08/05/2010 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 7.90% |
| Expenses | 0.72% |
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Performance Analytics (As of 06/27/2025)
| 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(%) | 3.2 | 1.4 | 9.9 | 13.9 | 12.8 | 10.1 | 11.3 | 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 | -0.01 | 0.33 | 0.57 | 0.56 | 0.44 | 0.55 | 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 | 22.1 | 22.1 | 27.2 | 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 | 25.0 | 20.2 | 18.4 | 19.1 | 19.7 | 18.8 | 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 | 0.0 | 0.06 | 0.11 | 0.11 | 0.09 | 0.11 | 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 | -0.04 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -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 | 1.06 | 1.04 | 0.99 | 0.99 | 0.97 | 0.97 | 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 | 0.91 | 0.89 | 0.9 | 0.9 | 0.93 | 0.94 | 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 | 7.9 | 7.2 | 7.7 | 8.0 | N/A | 8.5 | 4.1 | 6.7 | 11.8 | 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 | -100.0 | 153.7 | 15.6 | -22.4 | N/A | N/A | 153.7 | -55.8 | -34.7 | 3337.0 | -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) 0.22% (100%)
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- EZM (WisdomTree U.S. MidCap Fund) 0.28% (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) 0.20% (95%)
- IJH (iShares Core S&P Mid-Cap ETF) 0.27% (95%)
- IWR (iShares Russell Midcap ETF) 0.12% (94%)
- VXF (Vanguard Extended Market ETF) 0.18% (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) 0.21% (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) 0.36% (26%)
Best Closed End Funds
- CET (Central Securities Corporation) 0.63% (99%)
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