Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EDSIX (Wells Fargo Advantage Discp Val Adm ) | NA | -4.00% | 3.63% | -3.56% | NA | NA | NA | … | … |
Data as of 10/20/2011, Common starting date is 03/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EDSIX (Wells Fargo Advantage Discp Val Adm ) | 03/28/2005 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.00 | 3.63 | -3.56 | NA | NA | NA | … | … | -9.96 | 12.56 | 17.16 | -34.66 | 1.76 | 20.82 | -5.58 |
| Sharpe Ratio | NA | -0.21 | 0.12 | -0.16 | NA | NA | NA | … | … | -0.59 | 0.64 | 0.58 | -0.83 | -0.08 | 1.66 | -0.45 |
| Standard Deviation(%) | NA | 19.66 | 28.70 | 27.75 | NA | NA | NA | … | … | 20.63 | 19.38 | 29.57 | 42.87 | 16.60 | 10.58 | 20.92 |
| Draw Down(%) | NA | 20.07 | 34.75 | 57.04 | NA | NA | NA | … | … | 20.07 | 17.10 | 30.75 | 47.35 | 11.69 | 8.24 | 16.82 |
| Yield(%) | 0.00 | 0.73 | 2.18 | 4.55 | 2.83 | 1.88 | 1.41 | … | … | 0.00 | 1.84 | 1.84 | 3.38 | 13.50 | 5.72 | 3.60 |
Data as of 10/20/2011, Common starting date is 03/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDSIX (Wells Fargo Advantage Discp Val Adm ) |
-15.26%
Feb 2006 – Feb 2009 |
-3.02%
Sep 2006 – Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDSIX (Wells Fargo Advantage Discp Val Adm ) |
8.26%
May 2005 – May 2008 |
2.13%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart