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EKHBX: WELLS FARGO HIGH YIELD BOND FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/26/1995 |
| Last Dividend Date: | 03/31/2017 |
| 12-Mo. Yield | 3.41% |
| Expenses | 1.77% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/26/1995 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 1.9 | 3.8 | 6.3 | 5.5 | 5.7 | 2.1 | 11.8 | -2.6 | 3.8 | 3.0 | 13.4 | 3.3 | 11.7 | 51.5 | -26.7 | 2.2 | 8.4 | 0.2 | 8.1 | 19.8 | 4.5 | 5.2 | -7.4 | 6.6 | -2.5 | 13.0 | 10.6 | -0.6 |
| Sharpe Ratio | NA | 1.8 | 0.71 | 1.1 | 0.84 | NA | NA | 0.42 | 1.37 | 2.13 | -0.55 | 0.92 | 0.67 | 3.86 | 0.68 | 2.83 | 7.56 | -2.29 | -0.2 | 1.53 | -0.53 | 2.01 | 4.79 | 0.79 | 0.48 | -2.38 | 0.68 | -1.03 | -12.61 | 2.24 | -1.01 |
| Draw Down(%) | NA | 3.0 | 8.5 | 8.5 | 35.3 | NA | NA | 35.3 | 2.1 | 3.3 | 6.8 | 5.5 | 7.1 | 2.1 | 7.0 | 4.5 | 7.9 | 34.3 | 5.1 | 2.8 | 5.8 | 4.3 | 3.9 | 6.3 | 7.4 | 9.8 | 2.8 | 13.1 | 3.4 | 2.1 | 3.5 |
| Standard Deviation(%) | NA | 4.8 | 4.9 | 4.5 | 6.1 | NA | NA | 5.2 | 4.3 | 5.4 | 4.8 | 4.2 | 4.4 | 3.5 | 4.8 | 4.1 | 6.8 | 12.0 | 4.1 | 3.3 | 3.7 | 3.5 | 4.0 | 4.3 | 6.1 | 4.8 | 5.0 | 5.6 | 3.3 | 3.1 | 7.3 |
| Treynor Ratio | NA | 0.09 | 0.04 | 0.06 | 0.05 | NA | NA | 0.03 | 0.07 | 0.13 | -0.03 | 0.04 | 0.03 | 0.17 | 0.04 | 0.17 | 0.59 | -0.25 | -0.01 | 0.06 | -0.02 | 0.09 | 0.24 | 0.05 | 0.08 | -0.13 | 0.06 | -0.07 | -0.72 | 0.11 | -0.06 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.05 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | 0.01 | 0.01 | -0.03 | 0.03 | 0.0 | -0.05 | 0.03 | -0.04 |
| Beta | NA | 0.98 | 0.89 | 0.91 | 0.94 | NA | NA | 0.83 | 0.86 | 0.89 | 0.88 | 0.91 | 1.05 | 0.8 | 0.78 | 0.67 | 0.87 | 1.12 | 0.84 | 0.91 | 1.01 | 0.82 | 0.79 | 0.63 | 0.37 | 0.86 | 0.55 | 0.89 | 0.58 | 0.64 | 1.13 |
| RSquared | NA | 0.59 | 0.61 | 0.58 | 0.64 | NA | NA | 0.49 | 0.42 | 0.69 | 0.52 | 0.57 | 0.59 | 0.52 | 0.75 | 0.52 | 0.62 | 0.69 | 0.68 | 0.5 | 0.66 | 0.55 | 0.44 | 0.46 | 0.2 | 0.44 | 0.06 | 0.24 | 0.19 | 0.32 | 0.05 |
| Yield(%) | N/A | 3.4 | 3.3 | 3.8 | 4.8 | 5.7 | 5.2 | N/A | 0.9 | 3.7 | 3.3 | 3.5 | 3.8 | 5.4 | 5.8 | 6.3 | 11.5 | 7.0 | 6.4 | 6.5 | 6.1 | 6.8 | 7.8 | 7.7 | 8.4 | 7.9 | 8.3 | 7.6 | 7.8 | 8.4 | 2.2 |
| Dividend Growth(%) | N/A | 0.0 | -27.2 | -42.8 | -39.6 | N/A | N/A | N/A | -73.7 | 5.6 | -5.3 | -8.1 | -24.8 | -8.8 | -2.7 | -25.0 | 10.2 | 5.6 | -0.9 | 0.0 | -8.9 | -3.3 | -1.6 | -11.4 | -9.4 | -7.2 | -1.5 | 2.4 | -6.0 | 277.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/26/1995
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