WFGBX
Allspring Growth Balanced-A\Disc
$46.82
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 189.176M |
| 52 Week High | 46.82 |
| 52 Week Low | 40.139 |
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Key Data
| Symbol | WFGBX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 46.82 |
| Price Yesterday | 46.82 |
| Market Cap | 189.18 |
| YTD Return | 2.54% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0112 |
Overview
| 52 Week High | 46.82 |
|---|---|
| 52 Week Low | 40.14 |
| Market Cap | 189.18M |
| Shares Outstanding | 4.04M |
| Income Dividend Yield | 1.20% |
| Long Term Dividend Yield | 3.18% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.38% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 7.60% |
| Nine Months | 16.98% |
| One Year | 10.27% |
| Three Years | 0.54% |
| Five Years | 6.01% |
| Ten Years | 5.91% |
| YTD | 4.98% |
| Since Inception | 5.34% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 3.67% |
| Nine Months | 12.33% |
| One Year | 10.26% |
| Three Years | 1.63% |
| Five Years | 33.81% |
| Ten Years | 77.31% |
| YTD | 2.54% |
| Since Inception | 254.54% |
Yearly Returns
| 2024 | 2.54% |
|---|---|
| 2023 | 14.28% |
| 2022 | -15.94% |
| 2021 | 13.44% |
| 2020 | 13.47% |
| 2019 | 19.68% |
| 2018 | -6.71% |
| 2017 | 15.39% |
| 2016 | 5.94% |
| 2015 | 0.25% |
Risk against SP-DA
| Alpha | -8.64% |
|---|---|
| Beta | 0.58 |
| Correlation | 85.24% |
| Downside Deviation | 2.75% |
| Coefficient of determination | 72.65% |
| Standard Deviation | 2.19% |
| Sharpe Ratio | -2.43 |
| Sortino | -6.72 |
| Treynor | 8.43 |
| Ulcer Index | 2.76 |
| Ulcer Performance Index | -6.69 |