Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFMIX (WELLS FARGO SPECIAL MID CAP VALUE FUND INSTITUTIONAL CLASS) | 9.41% | 17.51% | 12.33% | 4.06% | 8.37% | 9.93% | 8.52% | … | … |
Data as of 06/05/2026, Common starting date is 04/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFMIX (WELLS FARGO SPECIAL MID CAP VALUE FUND INSTITUTIONAL CLASS) | 04/12/2005 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 17.51 | 12.33 | 4.06 | 8.37 | 9.93 | 8.52 | … | … | 9.41 | 6.14 | 11.95 | 9.54 | -11.34 | 17.39 | 3.27 | 35.52 | -13.12 | 11.16 | 21.58 | -2.79 | 12.04 | 39.12 | 18.76 | -0.56 | 20.68 | 32.39 | -29.70 | -4.56 | 18.78 | 9.66 |
| Sharpe Ratio | NA | 1.06 | 0.63 | 0.09 | 0.36 | NA | NA | … | … | 1.34 | 0.20 | 0.70 | 0.43 | -0.56 | 0.93 | 0.08 | 2.97 | -1.00 | 1.39 | 1.49 | -0.21 | 1.09 | 3.41 | 1.27 | -0.02 | 1.03 | 1.15 | -0.81 | -0.55 | 1.72 | 1.08 |
| Standard Deviation(%) | NA | 14.01 | 14.30 | 17.17 | 19.04 | NA | NA | … | … | 15.57 | 16.76 | 11.92 | 13.74 | 22.89 | 18.70 | 39.30 | 11.45 | 14.54 | 7.57 | 14.36 | 13.73 | 11.06 | 11.46 | 14.90 | 25.27 | 19.96 | 28.09 | 37.88 | 13.95 | 8.98 | 10.29 |
| Draw Down(%) | NA | 9.66 | 18.30 | 22.74 | 43.80 | NA | NA | … | … | 9.66 | 15.19 | 7.75 | 13.25 | 17.68 | 12.98 | 43.80 | 5.12 | 21.42 | 3.62 | 9.95 | 11.48 | 8.49 | 4.92 | 10.88 | 25.05 | 18.35 | 26.77 | 44.28 | 13.44 | 6.22 | 5.95 |
| Yield(%) | 0.00 | 10.87 | 8.59 | 4.64 | 5.29 | 7.37 | 6.54 | … | … | 0.00 | 10.80 | 8.32 | 5.71 | 0.90 | 0.61 | 0.68 | 5.42 | 2.31 | 4.67 | 1.75 | 4.17 | 10.01 | 9.33 | 1.02 | 0.55 | 1.88 | 1.57 | 1.07 | 9.55 | 7.68 | 15.85 |
Data as of 06/05/2026, Common starting date is 04/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFMIX (WELLS FARGO SPECIAL MID CAP VALUE FUND INSTITUTIONAL CLASS) |
-13.28%
Feb 2006 – Feb 2009 |
-0.35%
Sep 2006 – Sep 2011 |
6.53%
Apr 2015 – Apr 2025 |
7.64%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFMIX (WELLS FARGO SPECIAL MID CAP VALUE FUND INSTITUTIONAL CLASS) |
26.51%
Feb 2009 – Feb 2012 |
25.54%
Feb 2009 – Feb 2014 |
16.29%
Feb 2009 – Feb 2019 |
13.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart