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EKWAX: WELLS FARGO ADVANTAGE PRECIOUS METALS FUND CLASS A (MUTUAL FUND)
Basic Info 146.65 2.49(1.73%) June 04
| Asset Class: | EQUITY PRECIOUS METALS |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 02/04/1998 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 2.05% |
| Expenses | 0.79% |
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Performance Analytics (As of 05/28/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 0.7 | 64.6 | 45.5 | 22.4 | 16.1 | 5.0 | 7.3 | 10.8 | 163.6 | 21.3 | 8.8 | -7.8 | -11.0 | 24.4 | 40.3 | -12.8 | 9.7 | 45.4 | -24.6 | -6.8 | -48.6 | -7.7 | -16.1 | 37.8 | 46.7 | -22.0 | 23.6 | 36.4 | 35.6 | -5.8 | 66.8 | 72.4 | 25.9 | -13.3 | 3.7 | -17.3 |
| Sharpe Ratio | NA | 0.04 | 1.68 | 1.29 | 0.6 | 0.44 | NA | NA | 0.27 | 4.49 | 0.63 | 0.2 | -0.26 | -0.4 | 0.5 | 1.64 | -0.6 | 0.37 | 1.04 | -0.65 | -0.2 | -1.26 | -0.29 | -0.54 | 1.37 | 1.09 | -0.34 | 0.68 | 0.94 | 1.3 | -0.23 | 2.48 | 2.2 | 1.02 | -0.77 | 0.01 | -0.64 |
| Draw Down(%) | NA | 29.0 | 29.0 | 29.0 | 42.8 | 49.2 | NA | NA | 76.8 | 18.1 | 18.0 | 26.3 | 42.8 | 26.2 | 32.8 | 15.8 | 28.8 | 17.9 | 38.8 | 39.6 | 36.3 | 51.4 | 31.1 | 25.6 | 19.1 | 19.0 | 67.9 | 20.8 | 30.0 | 23.8 | 29.5 | 21.6 | 35.0 | 16.4 | 28.1 | 24.0 | 49.4 |
| Standard Deviation(%) | NA | 54.2 | 43.9 | 34.9 | 33.5 | 33.3 | NA | NA | 34.3 | 36.0 | 27.9 | 26.5 | 36.0 | 27.7 | 47.8 | 23.7 | 23.8 | 24.5 | 43.5 | 38.0 | 34.6 | 38.6 | 26.6 | 29.9 | 27.6 | 42.7 | 67.1 | 30.4 | 35.4 | 25.7 | 29.9 | 26.7 | 32.4 | 23.5 | 22.9 | 30.5 | 34.8 |
| Treynor Ratio | NA | 0.01 | 0.39 | 0.32 | 0.15 | 0.14 | NA | NA | 0.09 | 1.39 | 0.13 | 0.04 | -0.07 | -0.11 | 0.41 | 0.82 | -0.15 | 0.09 | 0.42 | -0.21 | -0.05 | -0.33 | -0.09 | -0.22 | 0.51 | 0.79 | -0.26 | 0.2 | 0.27 | 0.28 | -0.05 | 0.54 | 0.56 | 0.25 | -0.18 | 0.0 | -0.19 |
| Alpha | NA | -0.26 | -0.11 | 0.03 | 0.0 | 0.03 | NA | NA | 0.02 | 0.17 | 0.06 | 0.0 | -0.05 | -0.11 | 0.08 | 0.11 | 0.1 | -0.01 | -0.02 | 0.05 | 0.05 | 0.0 | 0.02 | 0.0 | 0.04 | 0.03 | 0.21 | -0.03 | -0.01 | -0.05 | -0.06 | -0.02 | 0.08 | 0.03 | -0.02 | -0.1 | -0.03 |
| Beta | NA | 2.01 | 1.89 | 1.41 | 1.32 | 1.02 | NA | NA | 0.98 | 1.16 | 1.34 | 1.26 | 1.25 | 1.02 | 0.58 | 0.47 | 0.94 | 1.03 | 1.07 | 1.15 | 1.38 | 1.47 | 0.86 | 0.72 | 0.74 | 0.59 | 0.87 | 1.01 | 1.22 | 1.21 | 1.32 | 1.23 | 1.26 | 0.94 | 0.99 | 1.19 | 1.16 |
| RSquared | NA | 0.63 | 0.53 | 0.46 | 0.47 | 0.42 | NA | NA | 0.57 | 0.33 | 0.5 | 0.45 | 0.56 | 0.34 | 0.14 | 0.04 | 0.57 | 0.92 | 0.93 | 0.9 | 0.81 | 0.64 | 0.65 | 0.69 | 0.62 | 0.34 | 0.57 | 0.77 | 0.79 | 0.64 | 0.78 | 0.73 | 0.82 | 0.63 | 0.67 | 0.85 | 0.91 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.0 | 1.0 | 0.0 | 1.9 | 1.1 | 1.8 | 0.2 | 0.0 | 1.4 | 1.6 | 0.0 | 0.0 | 0.3 | 3.0 | 2.0 | 14.5 | 0.0 | 2.4 | 8.9 | 7.0 | 1.0 | 0.0 | 4.3 | 1.4 | 1.5 | 0.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 271.0 | N/A | -100.0 | 34.6 | -18.5 | 1566.0 | N/A | -100.0 | 30.6 | N/A | N/A | -100.0 | -90.6 | 26.3 | -83.7 | N/A | -100.0 | -66.3 | 49.7 | 932.5 | 31600.0 | -99.9 | 415.6 | 15.5 | 330.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/1998
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