WFGWX
Allspring Growth Balanced-C\Disc
$38.33
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 189.176M |
| 52 Week High | 38.33 |
| 52 Week Low | 32.94 |
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Key Data
| Symbol | WFGWX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 38.33 |
| Price Yesterday | 38.33 |
| Market Cap | 189.18 |
| YTD Return | 2.43% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0187 |
Overview
| 52 Week High | 38.33 |
|---|---|
| 52 Week Low | 32.94 |
| Market Cap | 189.18M |
| Shares Outstanding | 4.94M |
| Income Dividend Yield | 0.55% |
| Long Term Dividend Yield | 3.89% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.44% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 7.41% |
| Nine Months | 16.56% |
| One Year | 9.74% |
| Three Years | -0.11% |
| Five Years | 5.28% |
| Ten Years | 5.15% |
| YTD | 4.78% |
| Since Inception | 4.67% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 3.58% |
| Nine Months | 12.03% |
| One Year | 9.73% |
| Three Years | -0.33% |
| Five Years | 29.28% |
| Ten Years | 65.04% |
| YTD | 2.43% |
| Since Inception | 185.55% |
Yearly Returns
| 2024 | 2.43% |
|---|---|
| 2023 | 13.43% |
| 2022 | -16.57% |
| 2021 | 12.61% |
| 2020 | 12.62% |
| 2019 | 18.78% |
| 2018 | -7.42% |
| 2017 | 14.54% |
| 2016 | 5.13% |
| 2015 | -0.47% |
Risk against SP-DA
| Alpha | -9.14% |
|---|---|
| Beta | 0.58 |
| Correlation | 85.08% |
| Downside Deviation | 2.77% |
| Coefficient of determination | 72.39% |
| Standard Deviation | 2.19% |
| Sharpe Ratio | -2.5 |
| Sortino | -6.84 |
| Treynor | 7.54 |
| Ulcer Index | 2.83 |
| Ulcer Performance Index | -6.71 |