WFMAX
Allspring Moderate Balanced-A\Disc
$19.58
0.00 (0.00%)
Currency in USD / Last Updated: 4/22/2024
| 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 | 7.29% |
| Six Months | 24.25% |
| Nine Months | 7.11% |
| One Year | 9.03% |
| Three Years | 0.51% |
| Five Years | 4.57% |
| Ten Years | 4.67% |
| YTD | 4.55% |
| Since Inception | 4.85% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 1.77% |
| Six Months | 11.36% |
| Nine Months | 5.28% |
| One Year | 8.98% |
| Three Years | 1.52% |
| Five Years | 24.96% |
| Ten Years | 57.64% |
| YTD | 1.37% |
| Since Inception | 160.27% |
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 | -4.90% |
|---|---|
| Beta | 0.48 |
| Correlation | 88.14% |
| Downside Deviation | 1.89% |
| Coefficient of determination | 77.68% |
| Standard Deviation | 1.86% |
| Sharpe Ratio | -2.21 |
| Sortino | -7.52 |
| Treynor | 7.59 |
| Ulcer Index | 2.16 |
| Ulcer Performance Index | -6.58 |