Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVTRX (Wells Fargo Advantage Classic Value Adm ) | NA | -1.28% | 6.70% | -1.31% | 3.83% | 5.04% | 6.33% | … | … |
Data as of 10/20/2011, Common starting date is 01/03/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVTRX (Wells Fargo Advantage Classic Value Adm ) | 01/03/1986 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.28 | 6.70 | -1.31 | 3.83 | 5.04 | 6.33 | … | … | -7.87 | 13.79 | 26.38 | -34.77 | 2.87 | 17.17 | 3.80 | 10.43 | 31.49 | -12.61 | -5.40 | 7.17 | 16.36 | -0.78 | 25.61 | 12.90 | 23.87 | -6.42 | 12.94 | 10.08 | 22.93 | -6.25 | 16.84 | 15.76 | -7.79 | 19.85 |
| Sharpe Ratio | NA | -0.07 | 0.24 | -0.09 | 0.13 | NA | NA | … | … | -0.51 | 0.73 | 0.92 | -0.92 | -0.01 | 1.49 | 0.16 | 0.84 | 1.98 | -0.67 | -0.52 | 0.23 | 1.20 | -0.32 | -3.26 | 1.35 | 4.13 | -1.30 | 1.96 | 1.30 | 2.16 | -1.20 | 1.55 | 1.39 | -0.68 | 1.97 |
| Standard Deviation(%) | NA | 18.34 | 27.02 | 25.81 | 20.93 | NA | NA | … | … | 19.01 | 18.85 | 28.59 | 38.87 | 15.62 | 9.36 | 10.21 | 11.33 | 15.53 | 20.45 | 15.15 | 13.81 | 10.94 | 12.98 | 9.04 | 6.91 | 4.85 | 7.20 | 5.53 | 5.87 | 8.82 | 9.55 | 7.16 | 7.96 | 17.22 | 8.02 |
| Draw Down(%) | NA | 20.40 | 32.39 | 55.16 | 55.16 | NA | NA | … | … | 20.40 | 17.99 | 27.85 | 46.19 | 11.15 | 7.77 | 7.04 | 11.03 | 12.49 | 27.11 | 20.62 | 8.46 | 8.97 | 21.19 | 6.98 | 6.29 | 3.22 | 9.01 | 3.66 | 4.55 | 4.97 | 15.63 | 4.98 | 4.43 | 22.21 | 7.08 |
| Yield(%) | 0.00 | 0.47 | 1.66 | 4.90 | 5.27 | 6.34 | 7.28 | … | … | 0.00 | 1.07 | 1.31 | 2.88 | 9.50 | 14.20 | 6.16 | 5.24 | 2.57 | 1.94 | 3.94 | 6.53 | 7.15 | 13.15 | 12.53 | 5.46 | 6.38 | 6.83 | 11.76 | 8.03 | 6.59 | 5.71 | 6.42 | 6.86 | 11.39 | 12.28 |
Data as of 10/20/2011, Common starting date is 01/03/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVTRX (Wells Fargo Advantage Classic Value Adm ) |
-14.90%
Feb 2006 – Feb 2009 |
-6.67%
Feb 2004 – Feb 2009 |
0.24%
Feb 1999 – Feb 2009 |
3.45%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVTRX (Wells Fargo Advantage Classic Value Adm ) |
20.67%
Mar 1995 – Mar 1998 |
15.59%
Sep 2002 – Sep 2007 |
12.55%
Oct 1990 – Oct 2000 |
9.94%
Sep 1990 – Sep 2005 |
Annualized Rolling Returns Comparison Chart