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WFGBX: GROWTH BALANCED FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/17/1998 |
| Last Dividend Date: | 02/21/2024 |
| 12-Mo. Yield | 4.81% |
| Expenses | 1.88% |
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Performance Analytics (As of 02/26/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/17/1998 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 15.1 | 3.0 | 6.9 | 6.3 | 10.2 | 6.0 | 5.4 | 2.5 | 14.3 | -16.0 | 13.4 | 13.5 | 19.7 | -6.7 | 15.4 | 5.9 | 0.2 | 7.1 | 24.0 | 14.4 | -2.1 | 13.6 | 28.7 | -35.1 | 6.2 | 12.2 | 4.5 | 7.8 | 23.2 | -15.9 | -3.1 | 7.7 | 6.2 | 0.5 |
| Sharpe Ratio | NA | 1.24 | 0.08 | 0.42 | 0.48 | NA | NA | 0.3 | 1.58 | 1.09 | -1.14 | 1.35 | 0.71 | 2.6 | -0.77 | 3.31 | 0.61 | 0.02 | 0.86 | 2.67 | 1.28 | -0.1 | 0.88 | 1.32 | -1.13 | 0.27 | 1.06 | 0.29 | 0.77 | 1.71 | -0.94 | -0.4 | 0.37 | 0.25 | 0.66 |
| Draw Down(%) | NA | 9.0 | 22.3 | 25.4 | 25.4 | NA | NA | 50.0 | 2.0 | 9.0 | 21.9 | 5.7 | 25.4 | 3.6 | 14.3 | 1.5 | 8.5 | 8.3 | 5.6 | 4.4 | 9.7 | 18.8 | 13.7 | 21.3 | 44.0 | 7.7 | 7.7 | 5.7 | 7.3 | 12.0 | 25.0 | 17.9 | 5.8 | 7.8 | 2.7 |
| Standard Deviation(%) | NA | 9.0 | 11.5 | 12.8 | 10.9 | NA | NA | 13.9 | 9.1 | 9.3 | 15.2 | 9.9 | 18.7 | 7.0 | 10.5 | 4.5 | 9.4 | 9.8 | 8.2 | 9.0 | 11.3 | 20.2 | 15.3 | 21.7 | 31.9 | 12.1 | 8.5 | 8.0 | 8.9 | 13.2 | 18.2 | 13.9 | 9.6 | 11.7 | 19.4 |
| Treynor Ratio | NA | 0.12 | 0.01 | 0.08 | 0.07 | NA | NA | 0.04 | 0.14 | 0.11 | -0.19 | 0.14 | 0.3 | 0.19 | -0.08 | 0.14 | 0.05 | 0.0 | 0.06 | 0.19 | 0.1 | -0.01 | 0.1 | 0.22 | -0.27 | 0.03 | 0.07 | 0.02 | 0.06 | 0.17 | -0.14 | -0.05 | 0.06 | 0.03 | 0.25 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.03 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | -0.03 | -0.02 | 0.01 | -0.03 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | -0.02 | 0.0 | 0.02 | -0.03 | -0.19 |
| Beta | NA | 0.95 | 0.94 | 0.7 | 0.8 | NA | NA | 1.07 | 1.02 | 0.93 | 0.93 | 0.95 | 0.44 | 0.97 | 1.05 | 1.08 | 1.19 | 1.12 | 1.22 | 1.26 | 1.48 | 1.47 | 1.41 | 1.28 | 1.35 | 1.29 | 1.23 | 1.19 | 1.19 | 1.36 | 1.21 | 1.05 | 0.59 | 0.86 | 0.5 |
| RSquared | NA | 0.9 | 0.93 | 0.53 | 0.64 | NA | NA | 0.8 | 0.95 | 0.9 | 0.96 | 0.67 | 0.23 | 0.95 | 0.96 | 0.93 | 0.97 | 0.97 | 0.97 | 0.93 | 0.93 | 0.98 | 0.95 | 0.95 | 0.98 | 0.96 | 0.94 | 0.94 | 0.87 | 0.93 | 0.84 | 0.88 | 0.77 | 0.7 | 0.19 |
| Yield(%) | N/A | 4.8 | 6.8 | 6.8 | 5.0 | 8.1 | 4.9 | N/A | 4.3 | 0.1 | 3.6 | 13.5 | 6.5 | 3.0 | 4.4 | 1.1 | 1.1 | 0.9 | 0.5 | 1.1 | 1.6 | 0.8 | 3.5 | 1.9 | 1.9 | 11.7 | 7.2 | 6.8 | 2.0 | 2.3 | 1.3 | 4.3 | 8.1 | 1.9 | 1.8 |
| Dividend Growth(%) | N/A | 8.6 | 67.4 | 343.7 | 58.8 | N/A | N/A | N/A | 6996.1 | -98.5 | -72.9 | 120.2 | 149.8 | -39.2 | 365.6 | 5.7 | 26.6 | 100.6 | -50.1 | -23.7 | 95.1 | -74.7 | 131.9 | -36.0 | -84.6 | 68.5 | 6.4 | 247.1 | 6.8 | 49.7 | -72.3 | -46.8 | 350.3 | 1.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/17/1998
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