Ratings & Risk for Wells Fargo Advantage WB Equity (WBGIX)

Morningstar Category: Large Blend
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Above Average
    		514
    5-Year Below Average Above Average
    		442
    10-Year Below Average Above Average
    		300
    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 22.29 -0.53 -0.40
    5-Year 18.32 0.10 -0.09
    10-Year 17.83 0.04 -0.14
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 95.76 1.10 4.15
    3-Year 97.20 1.12 -0.13
    5-Year 96.76 1.13 -0.20
    10-Year 94.04 1.07 0.31

    S&P 500 TR

    Trailing data as of 10/31/2009