Ratings & Risk for Wells Fargo Advantage Spclzd Fin Svcs A (SIFEX)

Morningstar Category: Financial
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Above Average
    		36
    5-Year Below Average Above Average
    		34
    10-Year Below Average Above Average
    		24
    Overall Below Average Above Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 32.11 -1.62 -0.68
    5-Year 25.60 -0.57 -0.38
    10-Year 22.05 -0.09 -0.18
    15-Year 20.99 0.57 0.15
    20-Year 19.92 0.69 0.22
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 92.11 1.79 -13.13
    3-Year 81.52 1.48 -10.36
    5-Year 79.28 1.43 -7.86
    10-Year 55.18 1.01 -1.45

    S&P 500 TR

    Trailing data as of 10/31/2009