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SGRKX: WELLS FARGO GROWTH FUND ADMINISTRATOR CLASS (MUTUAL FUND)
Basic Info 32.51 0.28(0.87%) April 25
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 07/31/2003 |
| Last Dividend Date: | 12/10/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.90% |
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Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/31/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 7.0 | -9.0 | -14.0 | -4.3 | -2.8 | 3.9 | 7.9 | 8.4 | 8.4 | 2.9 | 23.0 | -40.4 | -9.6 | 33.3 | 37.3 | 0.5 | 35.0 | -0.7 | 2.4 | 4.0 | 33.4 | 16.9 | 8.3 | 26.8 | 48.1 | -40.2 | 28.1 | 8.3 | 9.5 | 13.2 | 9.3 |
| Sharpe Ratio | NA | -0.75 | -0.58 | -0.3 | -0.18 | 0.09 | NA | NA | 0.31 | -0.12 | 1.01 | -1.22 | -0.32 | 0.83 | 2.18 | -0.04 | 3.38 | -0.05 | 0.14 | 0.24 | 2.52 | 1.02 | 0.31 | 1.31 | 1.89 | -1.05 | 1.39 | 0.31 | 0.55 | 0.82 | 1.3 |
| Draw Down(%) | NA | 25.7 | 40.0 | 40.0 | 54.7 | 54.7 | NA | NA | 54.7 | 24.9 | 13.6 | 41.5 | 25.2 | 33.6 | 7.8 | 24.2 | 3.5 | 17.1 | 14.3 | 13.1 | 5.2 | 12.5 | 20.4 | 13.7 | 19.8 | 50.4 | 9.4 | 16.8 | 10.0 | 14.5 | 6.3 |
| Standard Deviation(%) | NA | 38.4 | 35.2 | 28.8 | 29.5 | 25.9 | NA | NA | 23.4 | 29.7 | 18.8 | 34.2 | 29.7 | 39.8 | 16.4 | 22.1 | 10.2 | 16.5 | 17.1 | 16.6 | 13.3 | 16.6 | 26.8 | 20.4 | 25.4 | 39.2 | 18.1 | 16.2 | 13.4 | 15.0 | 17.6 |
| Treynor Ratio | NA | -0.29 | -0.21 | -0.09 | -0.06 | 0.02 | NA | NA | 0.07 | -0.04 | 0.22 | -0.46 | -0.11 | 0.32 | 0.47 | -0.01 | 0.3 | -0.01 | 0.02 | 0.03 | 0.32 | 0.15 | 0.08 | 0.26 | 0.48 | -0.4 | 0.24 | 0.04 | 0.07 | 0.13 | 0.21 |
| Alpha | NA | -0.01 | -0.09 | -0.05 | -0.04 | -0.02 | NA | NA | 0.0 | -0.07 | -0.05 | -0.03 | -0.03 | -0.06 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.04 | -0.01 | -0.01 | 0.03 | 0.05 | 0.04 | -0.01 | 0.06 | 0.03 | -0.01 | 0.02 | -0.02 |
| Beta | NA | 1.01 | 0.96 | 0.92 | 0.92 | 0.95 | NA | NA | 0.99 | 0.92 | 0.87 | 0.9 | 0.85 | 1.04 | 0.76 | 1.05 | 1.13 | 1.09 | 1.03 | 1.17 | 1.06 | 1.11 | 1.0 | 1.03 | 1.0 | 1.03 | 1.06 | 1.15 | 1.03 | 0.97 | 1.12 |
| RSquared | NA | 0.98 | 0.62 | 0.76 | 0.73 | 0.8 | NA | NA | 0.86 | 0.46 | 0.78 | 0.95 | 0.5 | 0.9 | 0.71 | 0.98 | 0.91 | 0.94 | 0.94 | 0.92 | 0.92 | 0.95 | 0.97 | 0.93 | 0.94 | 0.96 | 0.93 | 0.85 | 0.82 | 0.9 | 0.85 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 6.8 | 10.1 | 12.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 13.4 | 17.4 | 30.1 | 17.0 | 12.4 | 13.5 | 4.1 | 0.0 | 1.4 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 272.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -36.2 | -39.5 | 51.3 | 21.4 | -16.6 | 307.7 | N/A | -100.0 | 1134.2 | 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 07/31/2003
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See LARGE GROWTH Asset Class Trend Rankings |
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