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STRFX: WELLS FARGO LARGE CAP GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 6.74 0.04(0.59%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/31/2022 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 5.32% |
| Expenses | 0.36% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | Since 01/31/2022 |
2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | -0.3 | 5.2 | 3.6 | -2.4 | 6.5 | -1.4 | 10.0 | -21.9 |
| Sharpe Ratio | NA | -0.15 | 0.63 | 0.14 | -0.43 | 0.41 | -0.48 | 0.49 | -1.61 |
| Draw Down(%) | NA | 4.9 | 5.4 | 13.1 | 29.7 | 6.6 | 7.6 | 15.6 | 29.7 |
| Standard Deviation(%) | NA | 8.2 | 7.7 | 10.5 | 11.9 | 8.9 | 10.5 | 13.1 | 15.6 |
| Treynor Ratio | NA | -0.06 | 0.4 | 0.14 | -0.49 | 0.65 | -0.9 | 0.4 | -2.24 |
| Alpha | NA | -0.01 | 0.01 | 0.0 | -0.02 | 0.01 | -0.02 | 0.0 | -0.09 |
| Beta | NA | 0.2 | 0.12 | 0.11 | 0.1 | 0.06 | 0.06 | 0.16 | 0.11 |
| RSquared | NA | 0.22 | 0.07 | 0.04 | 0.05 | 0.02 | 0.01 | 0.05 | 0.07 |
| Yield(%) | N/A | 1.7 | 4.8 | 4.8 | N/A | 5.2 | 4.7 | 4.6 | 3.0 |
| Dividend Growth(%) | N/A | -67.2 | -5.8 | N/A | N/A | 4.7 | 7.3 | 15.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2022
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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