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Wells Fargo Special Small Cap Value Adm (ESPIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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43.06
+0.13
(+0.30%)
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
19
Number of years down
8
Best 1-yr total return (5 May 2024)
38.39%
Worst 1-yr total return (5 May 2024)
N/A
Risk statistics
3 years
ESPIX
Category average
5 years
ESPIX
Category average
10 years
ESPIX
Category average
Alpha
-4.64
-0.12
-4.78
-0.08
-4.06
-0.07
BETA
0.94
0.01
1.07
0.01
1.06
0.01
Mean annual return
0.36
0.01
0.85
0.01
0.79
0.01
R-squared
71.55
0.78
75.4
0.72
72.37
0.73
Standard deviation
19.69
0.28
22.7
0.23
18.98
0.2
Sharpe ratio
0.06
0
0.35
0.01
0.42
0.01
Treynor ratio
-0.69
0.06
5.27
0.09
6.1
0.08
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