Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFCGX (WELLS FARGO CAPITAL GROWTH FUND CLASS A) | NA | 23.25% | 20.07% | 12.77% | 13.29% | NA | NA | … | … |
Data as of 12/10/2019, Common starting date is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFCGX (WELLS FARGO CAPITAL GROWTH FUND CLASS A) | 08/06/2007 | 12/10/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.25 | 20.07 | 12.77 | 13.29 | NA | NA | … | … | 28.48 | 1.49 | 34.42 | 1.08 | 1.67 | 7.41 | 37.80 | 15.96 | -5.76 | 16.85 | 34.76 | -45.59 | 3.24 |
| Sharpe Ratio | NA | 1.42 | 1.24 | 0.78 | 0.74 | NA | NA | … | … | 2.13 | 0.01 | 4.06 | 0.06 | 0.10 | 0.47 | 2.83 | 1.08 | -0.21 | 0.79 | 1.32 | -1.09 | 0.25 |
| Standard Deviation(%) | NA | 15.33 | 15.08 | 15.49 | 17.41 | NA | NA | … | … | 13.57 | 20.85 | 8.37 | 14.55 | 17.06 | 15.61 | 13.33 | 14.82 | 27.43 | 21.35 | 26.34 | 42.75 | 23.16 |
| Draw Down(%) | NA | 11.57 | 21.10 | 21.10 | 23.58 | NA | NA | … | … | 5.82 | 21.10 | 3.10 | 15.01 | 14.17 | 10.62 | 7.05 | 10.82 | 23.58 | 17.36 | 19.41 | 54.73 | 10.54 |
| Yield(%) | 0.00 | 22.01 | 32.16 | 20.27 | 19.06 | 9.11 | 6.83 | … | … | 18.95 | 60.15 | 17.49 | 2.98 | 13.65 | 28.52 | 12.96 | 2.02 | 0.00 | 0.00 | 0.00 | 2.68 | 0.00 |
Data as of 12/10/2019, Common starting date is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFCGX (WELLS FARGO CAPITAL GROWTH FUND CLASS A) |
-9.65%
Oct 2007 – Oct 2010 |
-3.23%
Oct 2007 – Oct 2012 |
5.53%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFCGX (WELLS FARGO CAPITAL GROWTH FUND CLASS A) |
23.48%
Feb 2009 – Feb 2012 |
22.17%
Feb 2009 – Feb 2014 |
16.40%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart