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SENTX: WELLS FARGO ENTERPRISE FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/11/1999 |
| Last Dividend Date: | 12/11/2014 |
| 12-Mo. Yield | 12.34% |
| Expenses | 1.25% |
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Performance Analytics (As of 10/29/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/11/1999 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 2.1 | 14.2 | 11.6 | 7.9 | 3.8 | 7.5 | -0.8 | 2.0 | 42.2 | 15.5 | -6.6 | 28.8 | 40.0 | -46.4 | 17.6 | 11.8 | 8.6 | 14.6 | 37.0 | -28.2 | -22.0 | -29.8 | 154.6 |
| Sharpe Ratio | NA | 0.13 | 0.91 | 0.58 | 0.29 | NA | 0.23 | -0.06 | 0.12 | 3.01 | 0.91 | -0.21 | 1.2 | 1.33 | -1.06 | 0.79 | 0.5 | 0.46 | 0.77 | 1.75 | -1.14 | -0.83 | -0.7 | 6.14 |
| Draw Down(%) | NA | 15.6 | 15.6 | 28.3 | 58.4 | NA | 74.1 | 15.6 | 13.5 | 5.8 | 13.1 | 28.3 | 17.3 | 19.5 | 57.5 | 11.7 | 17.3 | 10.5 | 18.9 | 10.8 | 33.2 | 41.0 | 55.1 | 10.2 |
| Standard Deviation(%) | NA | 16.2 | 15.6 | 20.0 | 24.6 | NA | 26.5 | 16.8 | 16.2 | 14.0 | 17.1 | 31.3 | 23.9 | 30.0 | 44.4 | 18.3 | 17.1 | 13.7 | 17.6 | 20.7 | 25.7 | 29.9 | 48.9 | 29.8 |
| Treynor Ratio | NA | 0.02 | 0.13 | 0.11 | 0.07 | NA | 0.06 | -0.01 | 0.02 | 0.41 | 0.15 | -0.06 | 0.27 | 0.41 | -0.5 | 0.14 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | NA | 0.02 | -0.01 | -0.05 | 0.03 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.02 | 1.06 | 1.07 | 1.0 | NA | 1.0 | 1.03 | 1.14 | 1.02 | 1.03 | 1.09 | 1.07 | 0.98 | 0.94 | 1.03 | 1.07 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.94 | 0.93 | 0.96 | 0.92 | NA | 0.47 | 0.94 | 0.94 | 0.93 | 0.95 | 0.98 | 0.97 | 0.96 | 0.97 | 0.94 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 12.3 | 9.3 | 6.5 | 4.0 | 2.3 | N/A | 0.0 | 12.4 | 11.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.3 | 0.0 |
| Dividend Growth(%) | N/A | 41.5 | 29614.7 | 29614.7 | N/A | N/A | N/A | -100.0 | 41.5 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/11/1999
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See Mid-Cap Growth Asset Class Trend Rankings |
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