WFATX
Allspring Index Asset Allocation-Inst
$41.53
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 1344.16M |
| 52 Week High | 41.53 |
| 52 Week Low | 32.943 |
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Key Data
| Symbol | WFATX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 41.53 |
| Price Yesterday | 41.53 |
| Market Cap | 1,344.16 |
| YTD Return | 10.71% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0075 |
Overview
| 52 Week High | 41.53 |
|---|---|
| 52 Week Low | 32.94 |
| Market Cap | 1,344.16M |
| Shares Outstanding | 32.37M |
| Income Dividend Yield | 1.24% |
| Long Term Dividend Yield | 5.90% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 7.14% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 147.70% |
| One Months | 52.76% |
| Three Months | 23.88% |
| Six Months | 24.34% |
| Nine Months | 29.69% |
| One Year | 18.98% |
| Three Years | 4.51% |
| Five Years | 9.07% |
| Ten Years | -999 |
| YTD | 21.83% |
| Since Inception | 9.45% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.81% |
| One Month | 3.42% |
| Three Months | 5.40% |
| Six Months | 11.30% |
| Nine Months | 21.25% |
| One Year | 18.96% |
| Three Years | 14.07% |
| Five Years | 54.21% |
| Ten Years | -999 |
| YTD | 10.71% |
| Since Inception | 99.66% |
Yearly Returns
| 2024 | 10.71% |
|---|---|
| 2023 | 16.98% |
| 2022 | -16.72% |
| 2021 | 16.16% |
| 2020 | 16.60% |
| 2019 | 20.36% |
| 2018 | -2.49% |
| 2017 | 12.58% |
| 2016 | 3.44% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -4.16% |
|---|---|
| Beta | 0.76 |
| Correlation | 98.38% |
| Downside Deviation | 2.51% |
| Coefficient of determination | 96.78% |
| Standard Deviation | 2.49% |
| Sharpe Ratio | -1.13 |
| Sortino | -3.88 |
| Treynor | 17.87 |
| Ulcer Index | 2.58 |
| Ulcer Performance Index | -3.78 |