Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVINX (Wells Fargo Advantage Index Adm) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 10/06/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVINX (Wells Fargo Advantage Index Adm) | 06/21/1996 | 10/06/2010 |
| 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 (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | 26.48 | -37.40 | 5.19 | 15.50 | 4.69 | 10.60 | 28.29 | -22.01 | -11.94 | -9.18 | 20.61 | 28.34 | 33.09 | 11.98 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.96 | -0.93 | 0.13 | 1.21 | 0.24 | 0.87 | 1.63 | -0.90 | -0.68 | -0.60 | 0.96 | 1.22 | 1.61 | 1.72 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 27.37 | 41.14 | 15.99 | 10.01 | 10.28 | 11.07 | 16.94 | 25.78 | 21.47 | 22.24 | 17.94 | 20.34 | 18.14 | 11.79 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 27.33 | 48.02 | 9.87 | 7.47 | 7.03 | 7.48 | 13.75 | 32.96 | 29.03 | 16.56 | 11.78 | 19.22 | 10.76 | 7.19 |
| Yield(%) | NA | 1.72 | 3.09 | 3.55 | 2.28 | 4.53 | 3.40 | … | … | 0.00 | 1.98 | 4.00 | 5.13 | 4.10 | 1.57 | 1.79 | 1.58 | 1.23 | 1.06 | 3.88 | 3.05 | 2.35 | 13.04 | 3.16 |
Data as of 10/06/2010, 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 |
|---|---|---|---|---|
| NVINX (Wells Fargo Advantage Index Adm) |
-16.12%
Mar 2000 – Mar 2003 |
-6.95%
Feb 2004 – Feb 2009 |
-3.65%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVINX (Wells Fargo Advantage Index Adm) |
29.26%
Jul 1996 – Jul 1999 |
15.20%
Sep 2002 – Sep 2007 |
8.69%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart