Ratings & Risk for Wells Fargo Advantage WB Growth Balanced (WBGBX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average High
    		264
    5-Year Below Average High
    		233
    10-Year Below Average Above Average
    		180
    Overall Below Average High
    		—
    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 18.74 -0.31 -0.33
    5-Year 15.29 0.16 -0.07
    10-Year 13.85 0.16 -0.07
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 92.42 1.41 -7.40
    3-Year 95.78 1.39 -4.70
    5-Year 95.41 1.39 -4.09
    10-Year 93.77 1.35 -3.99

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009