Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGRAX (WELLS FARGO GROWTH FUND CLASS A) | 3.01% | 12.20% | 19.15% | 6.20% | 13.97% | 12.79% | 12.22% | … | … |
Data as of 06/09/2026, Common starting date is 02/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGRAX (WELLS FARGO GROWTH FUND CLASS A) | 02/24/2000 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.31 | 12.20 | 19.15 | 6.20 | 13.97 | 12.79 | 12.22 | … | … | 3.01 | 14.68 | 28.87 | 33.57 | -37.17 | 6.83 | 48.47 | 37.04 | 0.31 | 34.71 | -0.88 | 2.17 | 3.74 | 33.12 | 16.62 | 7.97 | 26.26 | 47.50 | -40.39 | 27.61 | 7.96 | 9.11 | 12.46 | 30.06 | -25.26 | -34.54 | -38.36 |
| Sharpe Ratio | NA | 0.79 | 0.82 | 0.20 | 0.55 | NA | NA | … | … | 0.68 | 0.47 | 1.35 | 1.79 | -1.15 | 0.30 | 1.28 | 2.16 | -0.05 | 3.34 | -0.07 | 0.13 | 0.22 | 2.49 | 1.01 | 0.30 | 1.29 | 1.87 | -1.05 | 1.36 | 0.28 | 0.51 | 0.77 | 1.45 | -1.04 | -1.43 | -1.08 |
| Standard Deviation(%) | NA | 18.36 | 20.97 | 23.68 | 23.40 | NA | NA | … | … | 21.04 | 25.41 | 18.64 | 16.83 | 33.65 | 22.44 | 37.40 | 16.45 | 22.13 | 10.25 | 16.55 | 17.10 | 16.59 | 13.27 | 16.60 | 26.81 | 20.35 | 25.35 | 39.23 | 18.08 | 16.26 | 13.39 | 14.97 | 20.25 | 25.43 | 26.29 | 43.90 |
| Draw Down(%) | NA | 19.29 | 25.67 | 45.24 | 45.24 | NA | NA | … | … | 15.57 | 25.67 | 12.64 | 13.65 | 40.30 | 14.77 | 33.63 | 7.88 | 24.20 | 3.51 | 17.17 | 14.31 | 13.17 | 5.24 | 12.52 | 20.42 | 13.87 | 19.81 | 50.57 | 9.41 | 16.87 | 10.09 | 14.58 | 12.38 | 31.19 | 45.55 | 49.12 |
| Yield(%) | 0.00 | 34.76 | 27.36 | 14.81 | 16.42 | 15.83 | 19.57 | … | … | 0.00 | 36.40 | 37.71 | 13.59 | 4.41 | 21.49 | 17.69 | 15.70 | 19.76 | 33.01 | 18.35 | 13.22 | 14.28 | 4.35 | 0.00 | 1.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.27 | 0.00 |
Data as of 06/09/2026, Common starting date is 02/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGRAX (WELLS FARGO GROWTH FUND CLASS A) |
-32.44%
Mar 2000 – Mar 2003 |
-15.40%
Mar 2000 – Mar 2005 |
-5.11%
Aug 2000 – Aug 2010 |
1.75%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGRAX (WELLS FARGO GROWTH FUND CLASS A) |
36.36%
Feb 2009 – Feb 2012 |
28.95%
Feb 2009 – Feb 2014 |
19.13%
Feb 2009 – Feb 2019 |
16.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart