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WFSTX: SPECIALIZED TECHNOLOGY FUND CLASS A (MUTUAL FUND)
Basic Info 10.56 0.46(4.17%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 09/15/2000 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 14.40% |
| Expenses | 1.23% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/15/2000 |
2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 3.6 | 1.4 | 11.8 | 2.7 | 15.0 | 13.2 | 12.6 | 6.9 | 2.2 | 16.3 | 34.7 | -38.7 | 12.6 | 66.3 | 29.4 | 7.5 | 43.0 | 4.7 | 4.6 | 12.4 | 42.9 | 12.4 | -10.1 | 27.0 | 58.4 | -45.0 | 28.5 | 6.3 | 8.2 | 18.1 | 72.5 | -41.3 | -38.4 | -31.7 |
| Sharpe Ratio | NA | 0.27 | -0.06 | 0.44 | 0.01 | 0.54 | NA | NA | 0.22 | -0.03 | 0.8 | 1.83 | -1.13 | 0.51 | 1.81 | 1.36 | 0.22 | 3.2 | 0.28 | 0.25 | 0.74 | 2.84 | 0.8 | -0.39 | 1.2 | 2.19 | -1.16 | 1.26 | 0.18 | 0.4 | 0.84 | 2.63 | -1.22 | -0.93 | -1.68 |
| Draw Down(%) | NA | 15.0 | 20.0 | 21.8 | 45.0 | 45.0 | NA | NA | 79.9 | 20.8 | 8.6 | 12.8 | 40.0 | 16.5 | 31.5 | 13.9 | 25.6 | 8.5 | 14.7 | 15.0 | 11.2 | 5.2 | 13.9 | 24.4 | 13.9 | 17.7 | 53.0 | 12.1 | 20.9 | 15.1 | 21.8 | 16.5 | 54.2 | 61.0 | 38.1 |
| Standard Deviation(%) | NA | 23.3 | 19.6 | 19.4 | 23.8 | 24.4 | NA | NA | 25.3 | 22.7 | 15.9 | 17.2 | 35.6 | 24.5 | 36.3 | 20.5 | 27.6 | 13.3 | 16.4 | 18.5 | 16.8 | 15.1 | 15.5 | 25.8 | 22.4 | 26.6 | 39.4 | 20.3 | 16.0 | 14.8 | 20.3 | 27.3 | 34.8 | 44.6 | 46.1 |
| Treynor Ratio | NA | 0.08 | -0.02 | 0.12 | 0.0 | 0.15 | NA | NA | 0.06 | -0.01 | 0.2 | 0.39 | -0.4 | 0.11 | 0.78 | 0.27 | 0.05 | 0.38 | 0.05 | 0.05 | 0.11 | 0.41 | 0.13 | -0.1 | 0.25 | 0.63 | -0.48 | 0.24 | 0.03 | 0.06 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.12 | -0.12 | -0.03 | -0.05 | -0.02 | NA | NA | -0.01 | -0.05 | -0.01 | -0.02 | -0.05 | -0.07 | 0.07 | -0.06 | 0.02 | 0.0 | -0.03 | 0.0 | -0.03 | 0.03 | 0.0 | -0.04 | 0.05 | 0.0 | -0.03 | 0.04 | -0.01 | 0.02 | 0.08 | NA | NA | NA | NA |
| Beta | NA | 0.77 | 0.76 | 0.71 | 0.84 | 0.9 | NA | NA | 0.93 | 0.72 | 0.62 | 0.8 | 1.01 | 1.13 | 0.84 | 1.04 | 1.13 | 1.13 | 0.96 | 0.99 | 1.14 | 1.04 | 0.92 | 0.98 | 1.06 | 0.93 | 0.96 | 1.06 | 0.92 | 0.93 | 0.91 | NA | NA | NA | NA |
| RSquared | NA | 0.73 | 0.71 | 0.76 | 0.82 | 0.84 | NA | NA | 0.63 | 0.81 | 0.73 | 0.78 | 0.93 | 0.85 | 0.88 | 0.84 | 0.92 | 0.9 | 0.95 | 0.91 | 0.91 | 0.75 | 0.95 | 0.92 | 0.91 | 0.96 | 0.98 | 0.86 | 0.81 | 0.71 | 0.71 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 14.2 | 9.5 | 10.3 | 18.9 | 17.0 | 20.9 | N/A | 14.9 | 9.3 | 0.0 | 14.0 | 25.7 | 21.0 | 10.3 | 20.8 | 10.1 | 6.1 | 12.5 | 12.3 | 6.4 | 3.1 | 4.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 75.9 | -72.7 | 20.2 | 390.6 | N/A | N/A | N/A | 75.9 | N/A | -100.0 | -51.8 | 71.2 | 148.2 | -58.0 | 177.3 | 68.5 | -55.9 | 2.3 | 150.7 | 131.2 | -38.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2000
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See Technology Asset Class Trend Rankings |
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