WFMAX
Allspring Moderate Balanced-A\Disc
$19.58
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Conservative |
|---|---|
| Market Cap | 99.107M |
| 52 Week High | 19.58 |
| 52 Week Low | 17.449 |
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Key Data
| Symbol | WFMAX |
|---|---|
| Type | Mutual Fund |
| Category | Conservative |
| Price | 19.58 |
| Price Yesterday | 19.58 |
| Market Cap | 99.11 |
| YTD Return | 1.37% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0114 |
Overview
| 52 Week High | 19.58 |
|---|---|
| 52 Week Low | 17.45 |
| Market Cap | 99.11M |
| Shares Outstanding | 5.06M |
| Income Dividend Yield | 2.77% |
| Long Term Dividend Yield | 1.61% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.37% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 4.71% |
| Nine Months | 12.63% |
| One Year | 7.84% |
| Three Years | -0.27% |
| Five Years | 4.09% |
| Ten Years | 4.40% |
| YTD | 2.67% |
| Since Inception | 4.80% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 2.29% |
| Nine Months | 9.21% |
| One Year | 7.83% |
| Three Years | -0.79% |
| Five Years | 22.11% |
| Ten Years | 53.60% |
| YTD | 1.37% |
| Since Inception | 160.30% |
Yearly Returns
| 2024 | 1.37% |
|---|---|
| 2023 | 10.76% |
| 2022 | -13.36% |
| 2021 | 8.38% |
| 2020 | 11.46% |
| 2019 | 14.78% |
| 2018 | -3.91% |
| 2017 | 10.33% |
| 2016 | 4.81% |
| 2015 | 0.62% |
Risk against SP-DA
| Alpha | -7.95% |
|---|---|
| Beta | 0.45 |
| Correlation | 83.53% |
| Downside Deviation | 2.12% |
| Coefficient of determination | 69.77% |
| Standard Deviation | 1.72% |
| Sharpe Ratio | -3.51 |
| Sortino | -9.85 |
| Treynor | 5.51 |
| Ulcer Index | 2.14 |
| Ulcer Performance Index | -9.76 |