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WARCX: WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS C (MUTUAL FUND)
Basic Info 13.41 0(0.0%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 03/01/2012 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 1.27% |
| Expenses | 1.89% |
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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 | Since 03/01/2012 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 17.7 | 26.7 | 13.2 | 6.1 | 5.0 | 3.8 | 7.2 | 5.2 | 11.7 | -3.4 | 1.5 | -3.6 | 9.9 | -6.6 | 11.3 | 1.8 | -5.7 | 0.0 | 8.7 | 2.6 |
| Sharpe Ratio | NA | 4.46 | 2.9 | 1.31 | 0.5 | 0.42 | 0.35 | 0.6 | 0.22 | 1.17 | -0.64 | 0.25 | -0.26 | 1.46 | -1.24 | 2.88 | 0.21 | -0.71 | 0.0 | 1.5 | 0.51 |
| Draw Down(%) | NA | 2.0 | 3.8 | 5.7 | 15.5 | 23.6 | 23.6 | 5.7 | 3.8 | 4.7 | 13.5 | 8.7 | 23.3 | 4.9 | 11.5 | 1.3 | 7.3 | 11.4 | 6.6 | 5.2 | 5.7 |
| Standard Deviation(%) | NA | 10.1 | 8.3 | 7.6 | 7.4 | 7.9 | 7.6 | 7.3 | 6.9 | 7.0 | 7.7 | 5.8 | 14.9 | 5.8 | 6.4 | 3.7 | 7.7 | 8.2 | 6.2 | 5.8 | 5.9 |
| Treynor Ratio | NA | 2.89 | 0.67 | 0.23 | 0.1 | 0.09 | 0.06 | 0.11 | 0.03 | 0.12 | -0.16 | 0.04 | -0.15 | 0.14 | -0.14 | 0.16 | 0.02 | -0.07 | 0.0 | 0.13 | 0.05 |
| Alpha | NA | 0.14 | 0.06 | 0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.03 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.16 | 0.36 | 0.43 | 0.39 | 0.37 | 0.44 | 0.39 | 0.52 | 0.66 | 0.31 | 0.34 | 0.26 | 0.58 | 0.58 | 0.67 | 0.71 | 0.86 | 0.57 | 0.68 | 0.61 |
| RSquared | NA | 0.03 | 0.17 | 0.33 | 0.34 | 0.25 | 0.33 | 0.32 | 0.57 | 0.62 | 0.36 | 0.28 | 0.1 | 0.35 | 0.58 | 0.5 | 0.61 | 0.73 | 0.38 | 0.77 | 0.77 |
| Yield(%) | N/A | 0.0 | 1.3 | 4.2 | 2.5 | 2.1 | N/A | 1.3 | 9.4 | 1.2 | 0.0 | 0.7 | 2.6 | 1.8 | 1.6 | 1.1 | 0.0 | 1.1 | 2.8 | 1.1 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | -87.1 | 255.2 | 79.0 | N/A | N/A | -87.1 | 730.2 | N/A | -100.0 | -75.7 | 61.7 | 0.2 | 67.5 | N/A | -100.0 | -59.7 | 169.9 | 1783.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2012
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