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FTSE 100
8,091.73
+51.35
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FTSE 250
19,713.09
-6.28
(-0.03%)
AIM
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Wells Fargo Special Small Cap Value C (ESPCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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36.22
-0.05
(-0.14%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
16
Number of years down
7
Best 1-yr total return (23 Apr 2024)
37.03%
Worst 1-yr total return (23 Apr 2024)
N/A
Risk statistics
3 years
ESPCX
Category average
5 years
ESPCX
Category average
10 years
ESPCX
Category average
Alpha
-5.39
-0.12
-5.41
-0.08
-5.07
-0.07
BETA
0.93
0.01
1.06
0.01
1.06
0.01
Mean annual return
0.53
0.01
0.94
0.01
0.75
0.01
R-squared
70.6
0.78
75.05
0.72
71.89
0.73
Standard deviation
19.39
0.28
22.52
0.23
18.88
0.2
Sharpe ratio
0.18
0
0.4
0.01
0.4
0.01
Treynor ratio
1.8
0.06
6.44
0.09
5.64
0.08
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