Ratings & Risk for Wells Fargo Advantage WB Cons Allocation (WBCAX)

Morningstar Category: Conservative Allocation
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Below Average
    		136
    5-Year Average Below Average
    		106
    10-Year — — — 59
    Overall Average Below 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 7.92 0.19 -0.02
    5-Year 6.33 0.26 0.01
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 94.66 0.58 3.92
    3-Year 94.71 0.59 0.48
    5-Year 92.75 0.57 -1.15
    10-Year — — —

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009