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EGRYX: WELLS FARGO ADVANTAGE TRADITIONAL SMALL CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 02/19/1999 |
| Last Dividend Date: | 12/09/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.23% |
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Performance Analytics (As of 08/07/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 17.3 | 4.5 | 1.5 | 8.0 | 10.2 | 8.0 | 8.3 | 3.1 | 14.0 | 13.3 | -41.2 | -14.8 | 62.8 | 35.6 | -1.9 | 22.1 | 8.4 | -7.0 | 2.6 | 43.9 | 14.1 | -4.8 | 28.0 | 41.3 | -41.7 | 10.7 | 11.0 | 6.5 | 14.0 | 39.1 | -26.7 | -7.0 | 14.8 | 37.1 |
| Sharpe Ratio | NA | 0.58 | 0.05 | -0.02 | 0.26 | NA | NA | 0.28 | 0.08 | 0.38 | 0.49 | -1.06 | -0.47 | 1.58 | 1.95 | -0.16 | 1.93 | 0.42 | -0.39 | 0.13 | 2.72 | 0.75 | -0.14 | 1.21 | 1.35 | -1.05 | 0.4 | 0.45 | 0.29 | 0.72 | 1.98 | -1.09 | -0.32 | 0.32 | 2.37 |
| Draw Down(%) | NA | 26.4 | 26.4 | 50.8 | 50.8 | NA | NA | 56.8 | 24.7 | 10.6 | 19.0 | 43.3 | 29.0 | 37.9 | 12.7 | 27.9 | 4.1 | 18.7 | 17.2 | 18.4 | 6.8 | 13.0 | 31.7 | 16.7 | 22.0 | 52.9 | 12.2 | 18.9 | 11.2 | 18.4 | 12.1 | 38.4 | 31.6 | 22.9 | 11.6 |
| Standard Deviation(%) | NA | 24.2 | 22.7 | 26.9 | 25.2 | NA | NA | 24.8 | 26.3 | 19.3 | 18.8 | 40.2 | 31.8 | 39.3 | 17.6 | 20.4 | 11.2 | 19.6 | 18.1 | 20.0 | 16.1 | 18.9 | 34.6 | 23.2 | 30.6 | 40.5 | 19.2 | 17.1 | 14.8 | 18.1 | 19.4 | 25.6 | 29.9 | 33.2 | 17.1 |
| Treynor Ratio | NA | 0.15 | 0.01 | -0.01 | 0.06 | NA | NA | 0.07 | 0.02 | 0.07 | 0.1 | -0.36 | -0.11 | 0.61 | 0.32 | -0.03 | 0.22 | 0.08 | -0.07 | 0.02 | 0.41 | 0.13 | -0.05 | 0.29 | 0.45 | -0.46 | 0.08 | 0.08 | 0.04 | 0.14 | 0.4 | -0.28 | -0.08 | 0.13 | 0.48 |
| Alpha | NA | 0.0 | -0.01 | -0.02 | 0.0 | NA | NA | 0.0 | 0.02 | -0.01 | -0.02 | -0.05 | -0.08 | 0.07 | 0.0 | 0.02 | 0.0 | -0.01 | -0.02 | -0.01 | 0.01 | -0.02 | -0.01 | 0.0 | 0.01 | -0.03 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.06 | -0.02 | 0.07 | 0.03 |
| Beta | NA | 0.96 | 0.96 | 1.08 | 1.05 | NA | NA | 1.0 | 0.92 | 0.99 | 0.92 | 1.18 | 1.29 | 1.01 | 1.07 | 1.02 | 1.0 | 1.07 | 1.07 | 1.21 | 1.07 | 1.06 | 1.06 | 0.96 | 0.92 | 0.93 | 1.03 | 0.99 | 0.97 | 0.97 | 0.97 | 0.99 | 1.12 | 0.85 | 0.85 |
| RSquared | NA | 0.9 | 0.92 | 0.91 | 0.93 | NA | NA | 0.92 | 0.9 | 0.91 | 0.91 | 0.93 | 0.75 | 0.96 | 0.92 | 0.93 | 0.85 | 0.91 | 0.88 | 0.89 | 0.91 | 0.93 | 0.99 | 0.98 | 0.98 | 0.98 | 0.95 | 0.97 | 0.96 | 0.97 | 0.95 | 0.93 | 0.9 | 0.83 | 0.55 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 3.8 | 12.8 | 3.1 | 7.0 | 23.7 | 6.6 | 2.7 | 19.8 | 15.9 | 19.5 | 1.4 | 0.0 | 0.3 | 0.1 | 0.2 | 16.8 | 12.3 | 11.5 | 0.0 | 0.0 | 0.0 | 0.0 | 29.1 | 5.7 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -74.1 | 563.3 | -43.6 | -77.8 | 312.9 | 165.1 | -90.0 | 7.5 | -3.6 | 1550.2 | N/A | -100.0 | 840.0 | -86.8 | -98.7 | 32.3 | 4.4 | N/A | N/A | N/A | N/A | -100.0 | 555.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/18/1999
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