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STADX: Wells Fargo Advantage Ultra S/T Inc Inv (MUTUAL FUND)
Basic Info
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/13/2006 |
| Last Dividend Date: | 09/30/2015 |
| 12-Mo. Yield | 0.72% |
| Expenses | 0.74% |
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Performance Analytics (As of 10/29/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/13/2006 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.6 | -0.4 | -0.3 | -0.8 | -0.4 | -0.7 | -0.1 | 0.8 | -0.8 | 1.8 | 5.5 | -10.7 | -2.1 | 0.0 |
| Sharpe Ratio | NA | -1.06 | -0.71 | -0.44 | -1.12 | -0.74 | -0.99 | -0.26 | 1.19 | -1.26 | 2.16 | 3.5 | -5.15 | -3.54 | 0.0 |
| Draw Down(%) | NA | 0.7 | 1.4 | 1.5 | 13.1 | 0.6 | 0.7 | 0.5 | 0.2 | 1.0 | 0.6 | 1.1 | 10.9 | 2.6 | 0.0 |
| Standard Deviation(%) | NA | 0.6 | 0.6 | 0.7 | 1.2 | 0.6 | 0.7 | 0.6 | 0.7 | 0.7 | 0.8 | 1.5 | 2.2 | 1.5 | 2.1 |
| Treynor Ratio | NA | -0.31 | -0.27 | 15.47 | -0.27 | -0.46 | 22.24 | -0.03 | 0.6 | 0.15 | 0.34 | 0.58 | -2.06 | -0.45 | 0.11 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | -0.05 | -0.02 | -0.01 |
| Beta | NA | 0.02 | 0.02 | 0.0 | 0.05 | 0.01 | 0.0 | 0.05 | 0.01 | -0.06 | 0.05 | 0.09 | 0.06 | 0.12 | 0.0 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.02 | 0.02 | 0.01 | 0.04 | 0.0 |
| Yield(%) | N/A | 0.7 | 0.7 | 0.9 | N/A | 0.5 | 0.7 | 0.7 | 0.9 | 1.3 | 1.9 | 2.9 | 4.1 | 5.2 | 0.4 |
| Dividend Growth(%) | N/A | -1.6 | -50.0 | N/A | N/A | -25.8 | 8.8 | -28.8 | -29.2 | -28.0 | -32.9 | -35.5 | -23.3 | 1082.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/13/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ULTRASHORT BOND Asset Class Trend Rankings |
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