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WIPNX: WELLS FARGO INCOME PLUS FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/23/2008 |
| Last Dividend Date: | 09/24/2015 |
| 12-Mo. Yield | 1.81% |
| Expenses | 0.92% |
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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 | Since 07/23/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -21.0 | -19.5 | -5.6 | -1.3 | 2.1 | -20.0 | 6.5 | -1.5 | 5.5 | 7.8 | 8.0 | 12.0 | 1.1 |
| Sharpe Ratio | NA | -0.82 | -0.41 | -0.12 | 0.22 | -0.91 | 2.67 | -0.46 | 2.35 | 2.08 | 2.19 | 2.83 | 0.31 |
| Draw Down(%) | NA | 21.9 | 21.9 | 21.9 | 21.9 | 21.9 | 1.1 | 5.3 | 1.1 | 1.6 | 3.3 | 2.2 | 6.8 |
| Standard Deviation(%) | NA | 23.7 | 13.9 | 11.0 | 9.4 | 26.0 | 2.4 | 3.3 | 2.3 | 3.7 | 3.6 | 4.2 | 6.6 |
| Treynor Ratio | NA | -0.18 | -0.06 | -0.02 | 0.03 | -0.2 | 0.09 | -0.02 | 0.09 | 0.11 | 0.13 | 0.22 | 0.04 |
| Alpha | NA | -0.09 | -0.03 | -0.02 | -0.01 | -0.1 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.03 |
| Beta | NA | 1.11 | 0.92 | 0.8 | 0.65 | 1.18 | 0.7 | 0.81 | 0.62 | 0.69 | 0.63 | 0.53 | 0.5 |
| RSquared | NA | 0.05 | 0.07 | 0.1 | 0.15 | 0.05 | 0.76 | 0.85 | 0.68 | 0.83 | 0.81 | 0.77 | 0.49 |
| Yield(%) | N/A | 1.8 | 2.3 | 3.2 | N/A | 1.4 | 2.2 | 2.0 | 5.3 | 3.4 | 5.0 | 4.7 | 0.0 |
| Dividend Growth(%) | N/A | -12.3 | -43.0 | N/A | N/A | -34.3 | 5.8 | -63.1 | 62.1 | -29.3 | 13.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2008
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