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WFGDX: EMERGING GROWTH FUND ADMINISTRATOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 02/05/2007 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 7.40% |
| Expenses | 0.85% |
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Performance Analytics (As of 09/12/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 3.9 | 3.8 | 2.3 | 8.0 | 11.0 | 8.1 | -1.7 | 18.9 | 4.3 | -34.6 | 7.0 | 58.1 | 24.9 | 1.4 | 25.8 | 7.3 | -3.3 | -2.1 | 49.8 | 8.0 | 5.2 | 32.0 | 32.8 | -47.1 | 23.1 |
| Sharpe Ratio | NA | 0.03 | 0.01 | 0.01 | 0.26 | NA | 0.27 | -0.2 | 0.73 | 0.03 | -0.98 | 0.26 | 1.46 | 1.29 | 0.0 | 1.92 | 0.34 | -0.17 | -0.1 | 3.13 | 0.43 | 0.15 | 1.34 | 1.1 | -1.21 | 1.05 |
| Draw Down(%) | NA | 26.3 | 26.3 | 51.5 | 51.5 | NA | 62.0 | 24.8 | 10.6 | 23.4 | 41.4 | 19.2 | 38.8 | 13.4 | 29.8 | 5.5 | 24.3 | 21.2 | 21.2 | 7.4 | 14.3 | 28.1 | 15.4 | 23.1 | 57.3 | 13.9 |
| Standard Deviation(%) | NA | 25.4 | 23.4 | 26.6 | 25.6 | NA | 25.9 | 27.3 | 21.0 | 20.2 | 36.9 | 26.3 | 39.3 | 18.2 | 22.6 | 13.1 | 21.2 | 19.7 | 21.2 | 15.9 | 18.6 | 34.2 | 23.7 | 29.6 | 39.7 | 21.6 |
| Treynor Ratio | NA | 0.01 | 0.0 | 0.0 | 0.06 | NA | 0.07 | -0.06 | 0.14 | 0.01 | -0.33 | 0.06 | 0.57 | 0.21 | 0.0 | 0.21 | 0.06 | -0.03 | -0.02 | 0.48 | 0.08 | 0.05 | 0.33 | 0.37 | -0.54 | 0.21 |
| Alpha | NA | -0.04 | -0.02 | -0.02 | -0.01 | NA | 0.0 | -0.04 | 0.01 | -0.06 | -0.02 | 0.0 | 0.06 | -0.03 | 0.04 | 0.0 | -0.02 | 0.0 | -0.02 | 0.03 | -0.04 | 0.03 | 0.01 | -0.01 | -0.07 | 0.07 |
| Beta | NA | 0.95 | 0.97 | 1.06 | 1.06 | NA | 1.01 | 0.92 | 1.07 | 0.98 | 1.09 | 1.21 | 1.0 | 1.11 | 1.14 | 1.2 | 1.14 | 1.14 | 1.28 | 1.04 | 1.04 | 1.04 | 0.97 | 0.88 | 0.89 | 1.08 |
| RSquared | NA | 0.79 | 0.87 | 0.9 | 0.91 | NA | 0.91 | 0.77 | 0.9 | 0.9 | 0.95 | 0.93 | 0.95 | 0.93 | 0.94 | 0.88 | 0.89 | 0.86 | 0.9 | 0.88 | 0.92 | 0.97 | 0.95 | 0.95 | 0.94 | 0.89 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 8.5 | 0.0 | 0.0 | 30.1 | 28.3 | 6.3 | 21.1 | 14.3 | 6.5 | 11.3 | 7.1 | 9.4 | 5.6 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 32.8 | 442.9 | -75.9 | 62.8 | 131.2 | -51.5 | 44.7 | 1.9 | 73.8 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2007
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