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EVVTX: Wells Fargo Advantage Core Equity Adm (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/16/2010 |
| 12-Mo. Yield | 0.64% |
| Expenses | - |
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Performance Analytics (As of 10/20/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -27.2 | -0.8 | -4.4 | 2.0 | 2.6 | 3.0 | -32.6 | 16.4 | 36.8 | -33.2 | 7.9 | 12.2 | 7.9 | 9.0 | 29.4 | -16.8 | -14.6 | -5.5 | 14.6 | 5.2 | 31.2 | 12.0 |
| Sharpe Ratio | NA | -0.77 | -0.03 | -0.18 | 0.03 | NA | 0.04 | -0.99 | 0.87 | 1.27 | -0.87 | 0.3 | 0.85 | 0.54 | 0.71 | 1.73 | -0.76 | -0.76 | -0.39 | 0.81 | 0.11 | 2.52 | 2.29 |
| Draw Down(%) | NA | 39.7 | 39.7 | 52.0 | 52.0 | NA | 52.0 | 39.7 | 18.1 | 26.1 | 44.3 | 9.4 | 8.2 | 7.0 | 9.8 | 13.7 | 30.7 | 31.8 | 15.3 | 12.3 | 25.3 | 6.3 | 7.3 |
| Standard Deviation(%) | NA | 35.7 | 32.3 | 29.1 | 23.3 | NA | 21.6 | 39.3 | 18.7 | 28.9 | 39.2 | 15.6 | 10.3 | 10.5 | 11.4 | 16.6 | 23.5 | 22.8 | 24.8 | 13.8 | 16.5 | 10.9 | 8.9 |
| Treynor Ratio | NA | -0.33 | -0.01 | -0.06 | 0.01 | NA | 0.01 | -0.47 | 0.16 | 0.35 | -0.36 | 0.05 | 0.09 | 0.06 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.13 | -0.03 | -0.01 | 0.0 | NA | 0.01 | -0.17 | 0.0 | 0.02 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.83 | 0.97 | 0.96 | 0.97 | NA | 0.97 | 0.82 | 1.02 | 1.04 | 0.95 | 0.97 | 1.0 | 1.01 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.3 | 0.73 | 0.8 | 0.67 | NA | 0.51 | 0.28 | 0.97 | 0.97 | 0.98 | 0.97 | 0.98 | 0.98 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.6 | 0.9 | 1.9 | 3.4 | 4.2 | N/A | 0.0 | 0.7 | 1.1 | 1.0 | 5.5 | 2.2 | 2.6 | 6.3 | 8.3 | 0.3 | 3.8 | 11.5 | 2.1 | 3.5 | 5.4 | 2.4 |
| Dividend Growth(%) | N/A | 11.6 | -79.8 | -49.3 | N/A | N/A | N/A | -100.0 | -18.5 | -22.5 | -81.7 | 164.0 | -6.5 | -58.5 | -11.1 | 1991.9 | -92.4 | -73.1 | 498.8 | -38.0 | -18.3 | 143.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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See LARGE BLEND Asset Class Trend Rankings |
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