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SSHIX: WELLS FARGO SHORT-TERM BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 8.55 0.01(0.12%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 09/29/1999 |
| Last Dividend Date: | 04/24/2026 |
| 12-Mo. Yield | 4.22% |
| Expenses | 0.25% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/29/1999 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 0.5 | 3.9 | 5.3 | 2.3 | 2.5 | 2.2 | 2.9 | 3.1 | 5.9 | 5.4 | 6.2 | -4.7 | -0.6 | 4.9 | 4.8 | 1.4 | 1.3 | 2.2 | 0.9 | 1.2 | 1.1 | 3.2 | 2.0 | 4.9 | 9.9 | -0.2 | 4.9 | 4.8 | 1.3 | 2.6 | 4.1 | 0.9 | 5.0 | 7.7 | 2.1 |
| Sharpe Ratio | NA | -0.41 | 1.25 | 1.24 | -0.06 | 0.49 | NA | NA | 0.85 | 2.23 | 0.94 | 0.93 | -2.41 | -0.58 | 1.53 | 2.11 | 0.01 | 0.63 | 1.59 | 0.69 | 1.18 | 1.15 | 3.35 | 1.43 | 2.75 | 4.23 | -0.36 | 0.79 | 0.7 | -0.65 | 0.75 | 1.43 | -0.1 | 0.83 | 1.39 | 1.71 |
| Draw Down(%) | NA | 1.0 | 1.0 | 1.0 | 7.7 | 7.8 | NA | NA | 7.8 | 0.8 | 0.7 | 1.4 | 6.4 | 1.4 | 5.4 | 0.6 | 0.5 | 0.4 | 0.7 | 0.5 | 0.7 | 0.7 | 0.2 | 1.0 | 0.9 | 0.9 | 4.2 | 0.8 | 0.7 | 0.7 | 2.0 | 1.5 | 2.5 | 2.2 | 0.5 | 0.4 |
| Standard Deviation(%) | NA | 1.6 | 1.4 | 1.8 | 2.1 | 1.9 | NA | NA | 2.0 | 1.4 | 1.9 | 2.7 | 2.5 | 1.2 | 3.1 | 1.6 | 1.1 | 1.0 | 1.2 | 1.2 | 1.0 | 1.0 | 0.9 | 1.4 | 1.8 | 2.3 | 3.2 | 2.2 | 2.0 | 1.5 | 2.2 | 2.4 | 2.7 | 3.1 | 2.5 | 2.7 |
| Treynor Ratio | NA | -0.01 | 0.05 | 0.04 | 0.0 | 0.02 | NA | NA | 0.03 | 0.09 | 0.03 | 0.04 | -0.1 | -0.02 | 0.05 | 0.05 | 0.0 | 0.01 | 0.04 | 0.02 | 0.03 | 0.03 | 0.07 | 0.03 | 0.07 | 0.15 | -0.02 | 0.02 | 0.01 | -0.02 | 0.02 | 0.04 | 0.0 | 0.03 | 0.04 | 0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 |
| Beta | NA | 0.46 | 0.36 | 0.5 | 0.57 | 0.61 | NA | NA | 0.67 | 0.36 | 0.55 | 0.67 | 0.62 | 0.31 | 0.88 | 0.69 | 0.54 | 0.45 | 0.54 | 0.53 | 0.49 | 0.43 | 0.46 | 0.7 | 0.67 | 0.65 | 0.56 | 0.76 | 0.93 | 0.63 | 0.93 | 0.95 | 0.78 | 0.82 | 0.81 | 0.86 |
| RSquared | NA | 0.48 | 0.37 | 0.59 | 0.66 | 0.62 | NA | NA | 0.61 | 0.44 | 0.61 | 0.78 | 0.82 | 0.14 | 0.69 | 0.58 | 0.45 | 0.32 | 0.5 | 0.49 | 0.4 | 0.37 | 0.36 | 0.6 | 0.57 | 0.64 | 0.48 | 0.69 | 0.74 | 0.45 | 0.76 | 0.77 | 0.62 | 0.74 | 0.69 | 0.76 |
| Yield(%) | N/A | 1.3 | 4.2 | 4.4 | 3.3 | 2.7 | 2.4 | 2.9 | N/A | 4.7 | 4.5 | 4.0 | 2.0 | 1.5 | 2.2 | 2.7 | 2.2 | 1.6 | 1.6 | 1.7 | 1.6 | 1.5 | 1.8 | 2.2 | 2.9 | 3.9 | 4.5 | 5.3 | 5.0 | 3.3 | 3.9 | 4.2 | 5.0 | 6.6 | 7.2 | 2.4 |
| Dividend Growth(%) | N/A | -71.0 | -6.5 | 112.6 | 64.3 | -4.6 | N/A | N/A | N/A | 5.3 | 13.9 | 87.0 | 33.1 | -30.0 | -17.5 | 21.3 | 31.9 | 3.7 | -6.1 | 6.5 | 6.9 | -17.2 | -19.9 | -21.0 | -20.8 | -18.9 | -14.0 | 4.7 | 47.4 | -16.4 | -5.9 | -20.1 | -25.9 | -7.3 | 199.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/1999
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