Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEQKX (Wells Fargo Advantage U.S. Value Adm) | NA | 5.09% | -11.15% | -2.70% | NA | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 09/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEQKX (Wells Fargo Advantage U.S. Value Adm) | 09/05/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.09 | -11.15 | -2.70 | NA | NA | NA | … | … | -6.39 | 22.79 | -33.24 | -4.81 | 19.40 | 0.97 | 14.55 | 29.79 | -1.31 |
| Sharpe Ratio | NA | 0.26 | -0.37 | -0.17 | NA | NA | NA | … | … | -0.49 | 0.82 | -0.82 | -0.52 | 1.81 | -0.13 | 1.42 | 1.79 | -0.18 |
| Standard Deviation(%) | NA | 18.99 | 31.23 | 25.34 | NA | NA | NA | … | … | 19.47 | 27.67 | 41.78 | 15.13 | 8.93 | 9.51 | 9.58 | 16.27 | 27.42 |
| Draw Down(%) | NA | 18.36 | 56.30 | 56.50 | NA | NA | NA | … | … | 18.36 | 28.48 | 44.50 | 14.40 | 5.98 | 7.98 | 5.38 | 15.69 | 16.91 |
| Yield(%) | 0.00 | 0.77 | 7.99 | 8.51 | 7.04 | 4.69 | 3.52 | … | … | 0.00 | 1.78 | 1.77 | 23.33 | 4.84 | 13.91 | 9.16 | 0.56 | 0.00 |
Data as of 09/02/2010, Common starting date is 09/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEQKX (Wells Fargo Advantage U.S. Value Adm) |
-15.91%
Feb 2006 – Feb 2009 |
-7.41%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEQKX (Wells Fargo Advantage U.S. Value Adm) |
18.42%
Mar 2003 – Mar 2006 |
12.91%
Oct 2002 – Oct 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart