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WSGIX: WELLS FARGO SHORT DURATION GOVERNMENT BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 8.82 0(0.0%) April 22
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | (89%) |
Start Date: | 04/12/2005 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.76% |
Expenses | 0.42% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 0.2 | 4.4 | -0.2 | 1.1 | 1.1 | 1.6 | 2.3 | 5.6 | -5.3 | -0.8 | 3.7 | 3.6 | 1.1 | 0.8 | 1.2 | 0.5 | 1.1 | 0.0 | 2.3 | 2.5 | 3.9 | 7.3 | 4.4 | 6.3 | 4.4 | 1.1 |
Sharpe Ratio | NA | -1.25 | 0.26 | -0.97 | -0.19 | 0.02 | NA | 0.66 | 0.47 | -2.47 | -0.84 | 1.89 | 1.28 | -0.14 | 0.13 | 0.77 | 0.31 | 0.92 | -0.01 | 1.67 | 1.78 | 2.31 | 3.06 | 1.18 | 1.69 | 0.61 | -0.45 |
Draw Down(%) | NA | 0.9 | 1.6 | 7.6 | 7.8 | 7.8 | NA | 7.8 | 1.6 | 6.8 | 1.2 | 2.4 | 0.7 | 1.0 | 0.6 | 1.0 | 0.7 | 0.4 | 1.1 | 0.5 | 0.6 | 0.8 | 1.1 | 1.6 | 0.7 | 0.5 | 0.9 |
Standard Deviation(%) | NA | 2.5 | 2.7 | 2.5 | 2.2 | 1.9 | NA | 1.9 | 3.0 | 2.7 | 1.0 | 1.8 | 1.7 | 1.7 | 1.2 | 1.3 | 1.4 | 1.1 | 1.3 | 1.4 | 1.4 | 1.7 | 2.3 | 2.9 | 1.9 | 1.9 | 1.7 |
Treynor Ratio | NA | -0.04 | 0.01 | -0.03 | -0.01 | 0.0 | NA | 0.02 | 0.02 | -0.08 | -0.02 | 0.06 | 0.03 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.04 | 0.04 | 0.06 | 0.09 | 0.05 | 0.05 | 0.01 | -0.01 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.76 | 0.77 | 0.77 | 0.76 | 0.75 | NA | 0.73 | 0.74 | 0.83 | 0.39 | 0.62 | 0.79 | 0.83 | 0.71 | 0.72 | 0.7 | 0.71 | 0.7 | 0.51 | 0.61 | 0.7 | 0.79 | 0.7 | 0.64 | 0.81 | 0.79 |
RSquared | NA | 0.74 | 0.74 | 0.76 | 0.67 | 0.61 | NA | 0.58 | 0.8 | 0.78 | 0.18 | 0.21 | 0.7 | 0.37 | 0.4 | 0.52 | 0.53 | 0.48 | 0.28 | 0.11 | 0.4 | 0.49 | 0.59 | 0.62 | 0.67 | 0.73 | 0.62 |
Yield(%) | N/A | 1.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.8 | 2.1 | 1.2 | 2.1 | 2.5 | 2.5 | 2.4 | 2.4 | 1.8 | 1.2 | 2.2 | 2.3 | 2.4 | 4.0 | 3.9 | 4.6 | 4.9 | 4.4 | 2.1 |
Dividend Growth(%) | N/A | -79.1 | N/A | N/A | N/A | N/A | N/A | N/A | 115.0 | 66.7 | -40.0 | -16.7 | 0.0 | 0.0 | 0.0 | 33.3 | 50.0 | -47.8 | -4.2 | -4.0 | -39.0 | 5.1 | -15.2 | -4.2 | 9.1 | 109.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/11/2005
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See SHORT GOVERNMENT Asset Class Trend Rankings |
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