Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WENBX (WELLS FARGO ENTERPRISE FUND CLASS B) | NA | 15.73% | 2.06% | 9.08% | NA | NA | NA | … | … |
Data as of 01/24/2017, Common starting date is 08/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WENBX (WELLS FARGO ENTERPRISE FUND CLASS B) | 08/30/2011 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.73 | 2.06 | 9.08 | NA | NA | NA | … | … | 0.00 | 3.18 | -2.04 | 1.28 | 41.23 | 14.67 | 2.62 |
| Sharpe Ratio | NA | 0.91 | 0.12 | 0.56 | NA | NA | NA | … | … | -21,731.49 | 0.18 | -0.13 | 0.08 | 2.95 | 0.86 | 0.24 |
| Standard Deviation(%) | NA | 15.22 | 16.36 | 16.17 | NA | NA | NA | … | … | 0.00 | 16.44 | 16.53 | 16.16 | 13.98 | 17.08 | 33.85 |
| Draw Down(%) | NA | 11.21 | 27.24 | 27.24 | NA | NA | NA | … | … | 0.00 | 18.86 | 15.75 | 13.91 | 5.89 | 13.19 | 14.44 |
| Yield(%) | 0.00 | 0.00 | 6.91 | 8.00 | 4.41 | 2.94 | 2.20 | … | … | 0.00 | 0.00 | 8.20 | 12.88 | 11.36 | 0.00 | 0.00 |
Data as of 01/24/2017, Common starting date is 08/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WENBX (WELLS FARGO ENTERPRISE FUND CLASS B) |
0.78%
Dec 2013 – Dec 2016 |
9.30%
Oct 2011 – Oct 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WENBX (WELLS FARGO ENTERPRISE FUND CLASS B) |
20.56%
Sep 2011 – Sep 2014 |
13.25%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart