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SSTBX: WELLS FARGO SHORT-TERM BOND FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/11/1994 |
| Last Dividend Date: | 09/30/2015 |
| 12-Mo. Yield | 1.24% |
| Expenses | 0.84% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/11/1994 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 | 3.0 | 2.3 | 1.9 | 0.2 | -0.2 | -0.3 | 1.4 | -0.2 | 2.0 | 5.8 | -4.7 | -0.5 | -0.4 | -2.1 | -1.4 | -0.1 | -4.2 | -1.7 | 0.2 | -2.2 | -1.9 | -0.1 | -0.5 | 4.5 | -8.1 |
| Sharpe Ratio | NA | -0.29 | -0.13 | -0.03 | -0.34 | NA | NA | -2.66 | 0.22 | -0.23 | -0.42 | 1.66 | -0.21 | 1.32 | 2.96 | -2.0 | -2.2 | -3.12 | -3.82 | -1.31 | -0.4 | -2.4 | -1.84 | -3.28 | -4.45 | -3.47 | -44.53 | -2.34 | 0.35 | -4.89 |
| Draw Down(%) | NA | 0.8 | 1.1 | 1.4 | 7.1 | NA | NA | 22.7 | 0.7 | 1.1 | 0.9 | 0.2 | 1.4 | 1.1 | 1.2 | 7.1 | 1.4 | 1.4 | 2.2 | 2.6 | 2.1 | 6.0 | 4.1 | 1.5 | 2.3 | 2.9 | 1.4 | 2.7 | 0.9 | 8.7 |
| Standard Deviation(%) | NA | 1.2 | 1.0 | 1.1 | 1.5 | NA | NA | 1.7 | 1.2 | 1.1 | 0.9 | 0.8 | 1.2 | 1.4 | 1.9 | 2.8 | 1.6 | 1.2 | 1.1 | 1.8 | 2.0 | 2.2 | 2.2 | 1.2 | 1.2 | 1.5 | 1.2 | 1.7 | 1.8 | 2.3 |
| Treynor Ratio | NA | -0.01 | 0.0 | 0.0 | -0.01 | NA | NA | -0.11 | 0.01 | -0.01 | -0.01 | 0.08 | -0.01 | 0.04 | 0.13 | -0.12 | -0.09 | -0.11 | -0.13 | -0.04 | -0.01 | -0.11 | -0.09 | -0.22 | -0.2 | -0.2 | -3.07 | -0.12 | 0.02 | -0.25 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | NA | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | -0.03 | -0.03 | -0.02 | -0.02 | -0.02 | -0.18 | -0.02 | -0.01 | -0.04 |
| Beta | NA | 0.47 | 0.41 | 0.41 | 0.43 | NA | NA | 0.39 | 0.45 | 0.44 | 0.37 | 0.18 | 0.44 | 0.47 | 0.45 | 0.46 | 0.4 | 0.32 | 0.32 | 0.62 | 0.62 | 0.47 | 0.43 | 0.17 | 0.27 | 0.26 | 0.18 | 0.32 | 0.32 | 0.45 |
| RSquared | NA | 0.42 | 0.33 | 0.31 | 0.38 | NA | NA | 0.32 | 0.39 | 0.32 | 0.32 | 0.07 | 0.31 | 0.42 | 0.43 | 0.44 | 0.39 | 0.25 | 0.2 | 0.51 | 0.47 | 0.33 | 0.4 | 0.14 | 0.31 | 0.23 | 0.13 | 0.32 | 0.25 | 0.3 |
| Yield(%) | N/A | 1.2 | 1.2 | 1.4 | 2.7 | 3.1 | 2.5 | N/A | 0.8 | 1.3 | 1.1 | 1.4 | 1.9 | 2.3 | 3.5 | 4.2 | 4.8 | 4.6 | 4.0 | 3.5 | 3.8 | 4.8 | 6.2 | 6.8 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 10.1 | -38.6 | -63.4 | -12.1 | N/A | N/A | N/A | -39.3 | 12.0 | -20.6 | -24.6 | -14.4 | -30.6 | -20.8 | -14.0 | 5.1 | 12.3 | 14.0 | -9.4 | -22.8 | -24.3 | -8.7 | 1054.5 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/1994
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