It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
WMCGX: Wells Fargo Advantage Mid Cap Growth Adm (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2008 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/26/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 04/02/2008 |
2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 0.4 | -2.6 | -3.1 | -20.6 | 20.9 | 55.0 | -39.8 |
| Sharpe Ratio | NA | 0.01 | -0.07 | -0.1 | -0.93 | 0.95 | 1.82 | -1.0 |
| Draw Down(%) | NA | 29.7 | 52.9 | 55.6 | 29.7 | 19.2 | 20.2 | 55.6 |
| Standard Deviation(%) | NA | 28.5 | 36.2 | 34.3 | 31.8 | 21.9 | 30.1 | 49.8 |
| Treynor Ratio | NA | 0.0 | -0.03 | -0.03 | -0.26 | 0.22 | 0.56 | -0.53 |
| Alpha | NA | -0.12 | -0.07 | -0.03 | -0.09 | -0.02 | 0.04 | 0.0 |
| Beta | NA | 1.15 | 0.99 | 0.97 | 1.15 | 0.94 | 0.99 | 0.93 |
| RSquared | NA | 0.9 | 0.94 | 0.93 | 0.92 | 0.92 | 0.96 | 0.93 |
| Yield(%) | N/A | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | 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 04/02/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) (97%)
- VOT (Vanguard Mid-Cap Growth ETF) (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)
Latest Articles Related to WMCGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
