Wells Fargo Short Five Year Return vs. Cash Position Weight Fundamental Analysis
Wells Fargo Short Term Bond Inst is rated below average in cash position weight among similar funds. It is rated below average in five year return among similar funds reporting about 0.78 of Five Year Return per Cash Position Weight. The ratio of Cash Position Weight to Five Year Return for Wells Fargo Short Term Bond Inst is roughly 1.29 Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
|Cash Position Weight ( % )|
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
Wells Fargo Short Five Year Return Comparison
Five Year Return