Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVGEX (Wells Fargo Advantage Growth Equity Adm) | NA | 3.86% | -9.65% | -1.63% | -1.24% | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVGEX (Wells Fargo Advantage Growth Equity Adm) | 06/21/1996 | 09/02/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.86 | -9.65 | -1.63 | -1.24 | NA | NA | … | … | -7.65 | 33.24 | -39.45 | 5.26 | 12.72 | 8.14 | 11.97 | 33.94 | -21.56 | -14.21 | 0.34 | 25.86 | 16.56 | 19.94 | 7.46 |
| Sharpe Ratio | NA | 0.17 | -0.32 | -0.13 | -0.13 | NA | NA | … | … | -0.55 | 1.10 | -1.01 | 0.13 | 0.74 | 0.56 | 0.85 | 2.11 | -1.02 | -0.80 | -0.18 | 0.94 | 0.70 | -2.57 | 1.04 |
| Standard Deviation(%) | NA | 21.88 | 31.50 | 26.01 | 22.42 | NA | NA | … | … | 20.44 | 30.14 | 39.85 | 17.00 | 12.74 | 10.70 | 12.96 | 15.79 | 22.30 | 20.95 | 20.81 | 24.05 | 18.83 | 13.66 | 10.73 |
| Draw Down(%) | NA | 17.01 | 57.73 | 57.73 | 57.73 | NA | NA | … | … | 17.01 | 26.67 | 51.84 | 10.72 | 13.09 | 8.14 | 11.39 | 14.64 | 32.99 | 32.39 | 14.95 | 12.48 | 27.69 | 10.51 | 8.75 |
| Yield(%) | 0.00 | 0.67 | 12.58 | 12.42 | 6.63 | 9.37 | 7.03 | … | … | 0.00 | 0.78 | 23.63 | 19.89 | 12.03 | 15.95 | 5.70 | 0.00 | 0.03 | 3.20 | 16.06 | 15.87 | 6.53 | 12.17 | 2.23 |
Data as of 09/02/2010, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVGEX (Wells Fargo Advantage Growth Equity Adm) |
-17.09%
Feb 2006 – Feb 2009 |
-6.73%
Feb 2004 – Feb 2009 |
-1.73%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVGEX (Wells Fargo Advantage Growth Equity Adm) |
24.77%
Mar 1997 – Mar 2000 |
16.52%
Sep 2002 – Sep 2007 |
8.67%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
