Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WFCRX (WELLS FARGO CAPITAL GROWTH FUND CLASS R6) NA 23.56% 20.50% 13.22% NA NA NA
Data as of 12/10/2019, Common starting date is 12/03/2012
More Performance Analytics Comparison
Name Start Date End Date
WFCRX (WELLS FARGO CAPITAL GROWTH FUND CLASS R6) 12/03/2012 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
Annualized Return (%) 0.00 23.56 20.50 13.22 NA NA NA 14.42 -51.44 18.26 -1.24 -10.67 -19.03 25.24 -1.99
Sharpe Ratio NA 0.42 0.87 0.60 NA NA NA 0.76 0.46 1.31 -0.10 -0.47 -0.59 1.52 -1.54
Standard Deviation(%) NA 19.51 16.62 16.38 NA NA NA 18.39 18.65 13.56 14.60 22.91 32.35 16.53 15.20
Draw Down(%) NA 13.30 21.02 21.02 NA NA NA 13.30 14.54 9.37 14.93 17.94 29.33 10.57 3.98
Yield(%) 0.00 16.80 29.05 19.14 12.52 8.35 6.26 14.47 53.15 15.79 2.89 12.61 27.02 0.00 0.00
Data as of 12/10/2019, Common starting date is 12/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WFCRX (WELLS FARGO CAPITAL GROWTH FUND CLASS R6) 1.63%
Nov 2013 – Nov 2016
9.01%
Dec 2013 – Dec 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WFCRX (WELLS FARGO CAPITAL GROWTH FUND CLASS R6) 21.43%
Jun 2016 – Jun 2019
14.73%
Jan 2013 – Jan 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return