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SGRAX: WELLS FARGO GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 20.24 0.03(0.15%) June 04
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 02/24/2000 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 35.02% |
| Expenses | 1.91% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/24/2000 |
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(%) | 0.8 | 6.8 | 17.2 | 20.4 | 7.2 | 14.5 | 13.0 | 12.1 | 6.4 | 14.7 | 28.9 | 33.6 | -37.2 | 6.8 | 48.5 | 37.0 | 0.3 | 34.7 | -0.9 | 2.2 | 3.7 | 33.1 | 16.6 | 8.0 | 26.3 | 47.5 | -40.4 | 27.6 | 8.0 | 9.1 | 12.5 | 30.1 | -25.3 | -34.5 | -38.4 |
| Sharpe Ratio | NA | 0.68 | 0.79 | 0.82 | 0.2 | 0.55 | NA | NA | 0.21 | 0.47 | 1.35 | 1.79 | -1.15 | 0.3 | 1.28 | 2.16 | -0.05 | 3.34 | -0.07 | 0.13 | 0.22 | 2.49 | 1.01 | 0.3 | 1.29 | 1.87 | -1.05 | 1.36 | 0.28 | 0.51 | 0.77 | 1.45 | -1.04 | -1.43 | -1.08 |
| Draw Down(%) | NA | 15.6 | 19.3 | 25.7 | 45.2 | 45.2 | NA | NA | 75.1 | 25.7 | 12.6 | 13.7 | 40.3 | 14.8 | 33.6 | 7.9 | 24.2 | 3.5 | 17.2 | 14.3 | 13.2 | 5.2 | 12.5 | 20.4 | 13.9 | 19.8 | 50.6 | 9.4 | 16.9 | 10.1 | 14.6 | 12.4 | 31.2 | 45.5 | 49.1 |
| Standard Deviation(%) | NA | 21.0 | 18.4 | 21.0 | 23.7 | 23.4 | NA | NA | 23.4 | 25.4 | 18.6 | 16.8 | 33.6 | 22.4 | 37.4 | 16.5 | 22.1 | 10.3 | 16.5 | 17.1 | 16.6 | 13.3 | 16.6 | 26.8 | 20.4 | 25.4 | 39.2 | 18.1 | 16.3 | 13.4 | 15.0 | 20.3 | 25.4 | 26.3 | 43.9 |
| Treynor Ratio | NA | 0.14 | 0.14 | 0.18 | 0.05 | 0.13 | NA | NA | 0.05 | 0.12 | 0.27 | 0.35 | -0.43 | 0.07 | 0.49 | 0.47 | -0.01 | 0.3 | -0.01 | 0.02 | 0.03 | 0.31 | 0.15 | 0.08 | 0.26 | 0.47 | -0.4 | 0.23 | 0.04 | 0.07 | 0.12 | 0.3 | -0.35 | -0.54 | -0.5 |
| Alpha | NA | 0.03 | 0.0 | 0.0 | 0.0 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | -0.02 | -0.02 | 0.01 | 0.0 | -0.01 | 0.0 | -0.02 | -0.04 | -0.01 | -0.01 | 0.03 | 0.05 | 0.04 | -0.01 | 0.06 | 0.03 | -0.01 | 0.02 | 0.01 | 0.02 | -0.07 | -0.12 |
| Beta | NA | 1.03 | 1.03 | 0.98 | 0.93 | 0.95 | NA | NA | 0.95 | 1.0 | 0.95 | 0.87 | 0.9 | 1.02 | 0.97 | 0.76 | 1.05 | 1.14 | 1.09 | 1.03 | 1.17 | 1.06 | 1.11 | 1.0 | 1.03 | 1.0 | 1.03 | 1.06 | 1.15 | 1.03 | 0.97 | 0.98 | 0.76 | 0.69 | 0.95 |
| RSquared | NA | 0.83 | 0.87 | 0.94 | 0.95 | 0.92 | NA | NA | 0.88 | 0.96 | 0.97 | 0.95 | 0.97 | 0.96 | 0.88 | 0.71 | 0.98 | 0.92 | 0.94 | 0.94 | 0.92 | 0.92 | 0.95 | 0.97 | 0.93 | 0.94 | 0.96 | 0.93 | 0.85 | 0.82 | 0.9 | 0.87 | 0.91 | 0.86 | 0.62 |
| Yield(%) | N/A | 0.0 | 35.0 | 27.2 | 15.0 | 16.5 | 15.8 | 19.0 | N/A | 36.4 | 37.7 | 13.6 | 4.4 | 21.5 | 17.7 | 15.7 | 19.8 | 33.0 | 18.4 | 13.2 | 14.3 | 4.3 | 0.0 | 1.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -7.2 | 29.3 | -9.4 | 333.9 | N/A | N/A | N/A | -7.2 | 226.4 | 80.6 | -82.0 | 52.4 | 38.0 | -36.2 | -39.5 | 51.3 | 21.4 | -16.6 | 307.7 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/24/2000
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