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SCSAX: WELLS FARGO COMMON STOCK FUND CLASS A (MUTUAL FUND)
Basic Info 18.55 0.6(3.13%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 12/26/2000 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 4.52% |
| Expenses | 0.83% |
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Performance Analytics (As of 06/05/2026)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 10.7 | 17.2 | 10.5 | 4.1 | 8.9 | 8.9 | 8.6 | 8.4 | 1.4 | 6.5 | 15.9 | -17.7 | 21.1 | 15.3 | 27.1 | -10.0 | 17.5 | 14.0 | -2.3 | 6.0 | 29.3 | 18.3 | -2.3 | 25.0 | 41.4 | -34.9 | 9.7 | 15.3 | 11.9 | 9.7 | 38.9 | -19.0 | -2.0 | 3.4 |
| Sharpe Ratio | NA | 1.16 | 0.8 | 0.39 | 0.07 | 0.33 | NA | NA | 0.32 | -0.07 | 0.18 | 0.71 | -0.69 | 1.23 | 0.34 | 1.84 | -0.69 | 1.74 | 0.77 | -0.15 | 0.44 | 2.34 | 1.19 | -0.08 | 1.25 | 1.38 | -0.89 | 0.45 | 1.02 | 0.86 | 0.67 | 2.29 | -0.79 | -0.12 | 68.78 |
| Draw Down(%) | NA | 12.7 | 12.7 | 26.6 | 28.3 | 45.6 | NA | NA | 53.2 | 23.3 | 8.7 | 17.3 | 27.0 | 8.2 | 45.6 | 7.4 | 21.7 | 4.6 | 14.6 | 13.1 | 13.0 | 5.8 | 12.8 | 26.2 | 15.6 | 26.3 | 50.4 | 10.2 | 11.2 | 7.5 | 14.7 | 11.9 | 36.2 | 28.5 | 0.5 |
| Standard Deviation(%) | NA | 20.9 | 18.2 | 18.7 | 20.7 | 22.2 | NA | NA | 22.2 | 21.5 | 16.0 | 17.4 | 28.0 | 17.2 | 43.8 | 14.0 | 16.6 | 9.8 | 17.8 | 15.9 | 13.5 | 12.5 | 15.5 | 28.2 | 19.9 | 30.0 | 40.1 | 14.6 | 11.7 | 11.2 | 13.0 | 16.7 | 25.7 | 36.8 | 22.4 |
| Treynor Ratio | NA | 0.26 | 0.16 | 0.08 | 0.02 | 0.08 | NA | NA | 0.08 | -0.02 | 0.03 | 0.13 | -0.23 | 0.27 | 0.13 | 0.28 | -0.13 | 0.17 | 0.13 | -0.02 | 0.06 | 0.32 | 0.2 | -0.02 | 0.28 | 0.42 | -0.43 | 0.08 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.05 | 0.04 | -0.01 | -0.01 | -0.01 | NA | NA | 0.01 | -0.03 | -0.03 | -0.02 | 0.03 | 0.02 | -0.07 | -0.01 | -0.02 | -0.02 | 0.03 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.03 | -0.02 | 0.03 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.96 | 0.93 | 0.92 | 0.88 | 0.95 | NA | NA | 0.92 | 0.91 | 0.91 | 0.93 | 0.84 | 0.77 | 1.13 | 0.93 | 0.87 | 1.02 | 1.06 | 0.96 | 0.95 | 0.9 | 0.92 | 0.98 | 0.88 | 0.98 | 0.83 | 0.82 | 0.77 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.77 | 0.7 | 0.77 | 0.83 | 0.83 | NA | NA | 0.69 | 0.8 | 0.74 | 0.81 | 0.93 | 0.67 | 0.86 | 0.86 | 0.91 | 0.75 | 0.9 | 0.91 | 0.91 | 0.91 | 0.92 | 0.97 | 0.96 | 0.96 | 0.93 | 0.93 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.3 | 6.4 | 4.0 | 12.4 | 20.0 | 5.3 | 15.1 | 14.2 | 11.6 | 4.3 | 11.3 | 11.7 | 9.9 | 7.6 | 6.1 | 1.5 | 0.2 | 0.0 | 19.0 | 23.5 | 16.1 | 7.5 | 0.3 | 0.5 | 0.2 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -32.6 | 79.7 | -77.5 | -36.0 | 303.6 | -60.2 | -19.8 | 29.8 | 205.5 | -67.6 | -8.7 | 35.8 | 45.0 | 13.5 | 412.7 | 880.0 | N/A | -100.0 | -27.2 | 43.4 | 115.4 | 3343.8 | -54.7 | 186.5 | 19.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2000
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