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WFDSX: WELLS FARGO DISCOVERY FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 31.84 1.17(3.54%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 08/31/2006 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 14.16% |
| Expenses | 0.88% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/31/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 11.5 | 17.5 | 13.7 | 1.1 | 11.2 | 10.6 | 10.3 | 5.8 | 18.4 | 20.5 | -37.7 | -5.8 | 62.2 | 39.5 | -6.7 | 29.6 | 7.5 | -1.3 | 1.0 | 43.0 | 16.3 | 1.2 | 35.7 | 38.9 | -43.4 | 22.3 | 8.7 |
| Sharpe Ratio | NA | 1.4 | 1.0 | 0.58 | -0.05 | 0.39 | NA | 0.37 | 0.12 | 0.82 | 0.92 | -0.98 | -0.22 | 1.64 | 2.25 | -0.39 | 2.65 | 0.4 | -0.08 | 0.06 | 3.0 | 0.95 | 0.04 | 1.51 | 1.29 | -1.04 | 1.05 | 1.86 |
| Draw Down(%) | NA | 14.7 | 14.7 | 27.0 | 51.1 | 51.6 | NA | 56.1 | 25.0 | 9.6 | 18.0 | 42.9 | 21.7 | 36.0 | 10.7 | 26.9 | 5.7 | 18.7 | 16.0 | 15.2 | 4.7 | 12.7 | 27.1 | 15.5 | 21.4 | 54.9 | 11.2 | 3.1 |
| Standard Deviation(%) | NA | 25.2 | 20.7 | 21.3 | 26.2 | 24.9 | NA | 24.9 | 24.7 | 18.0 | 18.4 | 39.9 | 26.8 | 37.6 | 16.9 | 20.7 | 11.0 | 18.3 | 17.1 | 17.7 | 14.3 | 17.3 | 31.4 | 23.5 | 30.1 | 42.4 | 18.3 | 13.5 |
| Treynor Ratio | NA | 0.29 | 0.18 | 0.11 | -0.01 | 0.09 | NA | 0.09 | 0.03 | 0.13 | 0.17 | -0.33 | -0.04 | 0.6 | 0.33 | -0.07 | 0.24 | 0.07 | -0.01 | 0.01 | 0.42 | 0.16 | 0.01 | 0.34 | 0.4 | -0.5 | 0.19 | 0.22 |
| Alpha | NA | 0.05 | 0.03 | -0.01 | -0.02 | 0.0 | NA | 0.0 | -0.02 | 0.0 | -0.01 | -0.02 | -0.12 | 0.07 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.05 | 0.03 | 0.0 | 0.02 | 0.02 | -0.01 | 0.0 | 0.02 | 0.0 |
| Beta | NA | 1.22 | 1.18 | 1.13 | 1.16 | 1.13 | NA | 1.05 | 1.12 | 1.13 | 1.03 | 1.21 | 1.37 | 1.03 | 1.15 | 1.1 | 1.21 | 1.1 | 1.03 | 1.22 | 1.03 | 1.03 | 1.09 | 1.04 | 0.98 | 0.89 | 1.02 | 1.13 |
| RSquared | NA | 0.83 | 0.81 | 0.88 | 0.91 | 0.91 | NA | 0.92 | 0.91 | 0.9 | 0.88 | 0.95 | 0.87 | 0.95 | 0.9 | 0.94 | 0.82 | 0.92 | 0.9 | 0.89 | 0.9 | 0.93 | 0.96 | 0.96 | 0.95 | 0.96 | 0.92 | 0.9 |
| Yield(%) | N/A | 0.0 | 13.8 | 8.6 | 7.8 | 12.5 | 12.4 | N/A | 13.8 | 9.3 | 0.0 | 0.8 | 24.1 | 7.0 | 15.7 | 14.3 | 18.9 | 1.4 | 7.9 | 7.4 | 8.2 | 6.1 | 4.0 | 0.2 | 0.0 | 0.0 | 18.1 | 5.4 |
| Dividend Growth(%) | N/A | -100.0 | 66.0 | -55.2 | 8.0 | N/A | N/A | N/A | 66.0 | N/A | -100.0 | -97.7 | 413.6 | -43.6 | -14.0 | -16.1 | 1385.7 | -84.3 | 0.1 | 16.9 | 52.2 | 46.9 | 2505.3 | N/A | N/A | -100.0 | 242.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2006
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