Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEQIX (Wells Fargo Advantage U.S. Value Inv) | NA | 4.86% | -11.41% | -3.01% | -0.96% | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEQIX (Wells Fargo Advantage U.S. Value Inv) | 07/01/1996 | 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 | 4.86 | -11.41 | -3.01 | -0.96 | NA | NA | … | … | -6.49 | 22.53 | -33.54 | -5.09 | 18.89 | 0.76 | 14.13 | 30.23 | -16.80 | -11.72 | -1.75 | 15.04 | 22.65 | 31.42 | 12.70 |
| Sharpe Ratio | NA | 0.25 | -0.38 | -0.19 | -0.13 | NA | NA | … | … | -0.49 | 0.81 | -0.82 | -0.55 | 1.73 | -0.16 | 1.38 | 1.82 | -0.73 | -0.81 | -0.29 | 0.66 | 0.96 | 1.79 | 2.51 |
| Standard Deviation(%) | NA | 18.91 | 30.92 | 24.91 | 21.29 | NA | NA | … | … | 19.51 | 27.61 | 41.72 | 15.11 | 8.97 | 9.51 | 9.54 | 16.24 | 24.62 | 17.72 | 20.42 | 17.77 | 20.08 | 15.46 | 9.20 |
| Draw Down(%) | NA | 18.46 | 56.49 | 56.73 | 56.73 | NA | NA | … | … | 18.46 | 28.46 | 44.69 | 14.48 | 6.03 | 7.92 | 5.46 | 15.76 | 32.25 | 23.45 | 10.29 | 11.91 | 20.76 | 9.03 | 5.58 |
| Yield(%) | 0.00 | 0.54 | 7.64 | 8.08 | 5.27 | 7.77 | 5.83 | … | … | 0.00 | 1.37 | 1.41 | 22.51 | 4.36 | 13.22 | 8.67 | 0.78 | 7.73 | 1.77 | 2.54 | 2.79 | 0.58 | 6.51 | 0.81 |
Data as of 09/02/2010, Common starting date is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEQIX (Wells Fargo Advantage U.S. Value Inv) |
-16.22%
Feb 2006 – Feb 2009 |
-7.74%
Feb 2004 – Feb 2009 |
-2.86%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEQIX (Wells Fargo Advantage U.S. Value Inv) |
22.91%
Aug 1996 – Aug 1999 |
15.25%
Sep 2002 – Sep 2007 |
9.56%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart