Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIFBX (Wells Fargo Advantage Spclzd Fin Svcs B) | NA | 3.23% | -21.51% | -10.59% | -3.45% | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 06/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIFBX (Wells Fargo Advantage Spclzd Fin Svcs B) | 06/17/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.23 | -21.51 | -10.59 | -3.45 | NA | NA | … | … | -1.84 | 20.67 | -54.35 | -16.90 | 17.81 | 5.15 | 6.49 | 28.47 | -13.70 | -3.88 | 19.87 | -9.29 | 3.89 | 21.51 |
| Sharpe Ratio | NA | 0.12 | -0.39 | -0.27 | -0.14 | NA | NA | … | … | -0.11 | 0.34 | -0.82 | -0.86 | 1.24 | 0.26 | 0.46 | 1.60 | -0.55 | -0.29 | 0.51 | -0.57 | 0.02 | 2.37 |
| Standard Deviation(%) | NA | 25.24 | 55.28 | 44.89 | 35.64 | NA | NA | … | … | 24.75 | 59.80 | 67.14 | 23.26 | 11.77 | 11.58 | 11.93 | 17.38 | 26.79 | 21.63 | 31.07 | 21.87 | 25.09 | 16.68 |
| Draw Down(%) | NA | 21.76 | 78.54 | 79.38 | 79.38 | NA | NA | … | … | 21.76 | 45.19 | 65.98 | 22.66 | 8.13 | 8.78 | 12.44 | 15.68 | 29.83 | 18.29 | 18.30 | 18.54 | 30.36 | 7.11 |
| Yield(%) | 0.00 | 0.00 | 3.51 | 5.01 | 6.50 | 5.90 | 4.43 | … | … | 0.00 | 0.36 | 1.38 | 8.83 | 8.70 | 4.65 | 7.70 | 22.79 | 18.49 | 3.39 | 8.01 | 7.95 | 6.72 | 8.82 |
Data as of 09/02/2010, Common starting date is 06/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIFBX (Wells Fargo Advantage Spclzd Fin Svcs B) |
-33.11%
Feb 2006 – Feb 2009 |
-19.96%
Feb 2004 – Feb 2009 |
-8.60%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIFBX (Wells Fargo Advantage Spclzd Fin Svcs B) |
15.77%
Feb 2003 – Feb 2006 |
9.67%
Sep 2002 – Sep 2007 |
5.37%
Aug 1997 – Aug 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart