Find A Portfolio/Ticker
Comparison Box
WOFNX: WELLS FARGO OPPORTUNITY FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 59.77 0.08(0.13%) April 24
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (3%) |
Start Date: | 08/05/2010 |
Last Dividend Date: | 12/11/2023 |
12-Mo. Yield | 3.36% |
Expenses | 0.72% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/05/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 3.9 | 21.2 | 6.0 | 12.0 | 10.6 | 11.8 | 26.9 | -20.6 | 24.9 | 21.4 | 31.9 | -6.9 | 20.5 | 12.4 | -3.1 | 10.5 | 30.6 | 14.8 | -6.4 | 16.6 |
Sharpe Ratio | NA | 0.23 | 1.15 | 0.16 | 0.45 | 0.5 | 0.58 | 1.55 | -0.81 | 1.75 | 0.59 | 2.31 | -0.49 | 2.5 | 0.79 | -0.2 | 0.83 | 2.61 | 1.0 | -0.24 | 2.95 |
Draw Down(%) | NA | 6.4 | 13.6 | 27.2 | 35.5 | 35.5 | 35.5 | 13.6 | 27.0 | 6.2 | 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 | 12.1 | 13.0 | 19.3 | 22.7 | 18.9 | 18.7 | 14.7 | 27.0 | 14.2 | 35.5 | 13.2 | 17.0 | 8.0 | 15.4 | 15.8 | 12.7 | 11.7 | 14.9 | 26.7 | 15.4 |
Treynor Ratio | NA | 0.03 | 0.17 | 0.03 | 0.11 | 0.1 | 0.11 | 0.25 | -0.21 | 0.28 | 0.22 | 0.31 | -0.08 | 0.21 | 0.12 | -0.03 | 0.11 | 0.34 | 0.15 | -0.07 | 0.48 |
Alpha | NA | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.04 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 |
Beta | NA | 0.94 | 0.88 | 0.98 | 0.96 | 0.97 | 0.97 | 0.9 | 1.03 | 0.88 | 0.94 | 0.99 | 1.01 | 0.94 | 0.98 | 1.02 | 0.98 | 0.91 | 0.98 | 0.98 | 0.94 |
RSquared | NA | 0.86 | 0.82 | 0.92 | 0.94 | 0.94 | 0.95 | 0.86 | 0.95 | 0.86 | 0.97 | 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 | 3.7 | 6.7 | 8.0 | 8.6 | N/A | 4.0 | 6.7 | 11.8 | 6.5 | 7.0 | 9.8 | 13.6 | 6.7 | 13.2 | 10.7 | 7.3 | 4.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -55.9 | 19.4 | -26.2 | N/A | N/A | -55.9 | -34.7 | 102.5 | 17.7 | -41.1 | -23.0 | 117.9 | -57.6 | 23.8 | 74.2 | 101.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) 0.31% (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) 0.15% (97%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) 0.19% (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) 0.20% (92%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) 0.27% (92%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) 0.25% (91%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) 0.32% (91%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) 0.29% (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) 0.39% (90%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) 0.15% (90%)
Best ETFs
- MDY (SPDR® S&P MIDCAP 400 ETF Trust) 0.0% (100%)
- RYJ (Invesco Raymond James SB-1 Equity ETF) (99%)
- CSD (Invesco S&P Spin-Off ETF) 0.42% (96%)
- CZA (Invesco Zacks Mid-Cap ETF) 0.04% (96%)
- EZM (WisdomTree U.S. MidCap Earnings Fund) 0.29% (95%)
- FNX (First Trust Mid Cap Core AlphaDEX® Fund) 0.06% (95%)
- IJH (iShares Core S&P Mid-Cap ETF) 0.03% (94%)
- IWR (iShares Russell Mid-Cap ETF) 0.05% (94%)
- JKG (iShares Morningstar Mid-Cap ETF) (93%)
- VXF (Vanguard Extended Market Index Fund ETF Shares) 0.23% (93%)
Best Closed End Funds
- CET (Central Securities Corporation) 0.15% (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) 0.0% (98%)
- FUND (Sprott Focus Trust) 0.52% (98%)