Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFSMX (INTRINSIC SMALL CAP VALUE FUND CLASS A) | NA | 5.70% | 19.94% | 13.40% | NA | NA | NA | … | … |
Data as of 12/16/2014, Common starting date is 04/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFSMX (INTRINSIC SMALL CAP VALUE FUND CLASS A) | 04/01/2008 | 12/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.84 | 5.70 | 19.94 | 13.40 | NA | NA | NA | … | … | 1.68 | 34.53 | 22.11 | -8.14 | 19.63 | 25.51 | -27.47 |
| Sharpe Ratio | NA | 0.44 | 1.32 | 0.62 | NA | NA | NA | … | … | 0.13 | 2.56 | 1.27 | -0.25 | 0.84 | 0.77 | -0.81 |
| Standard Deviation(%) | NA | 12.99 | 15.09 | 21.50 | NA | NA | NA | … | … | 13.07 | 13.46 | 17.47 | 32.66 | 23.39 | 32.93 | 43.61 |
| Draw Down(%) | NA | 11.67 | 14.93 | 31.98 | NA | NA | NA | … | … | 11.67 | 6.46 | 14.93 | 31.98 | 24.27 | 31.06 | 47.25 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 |
Data as of 12/16/2014, Common starting date is 04/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSMX (INTRINSIC SMALL CAP VALUE FUND CLASS A) |
-4.92%
Sep 2008 – Sep 2011 |
6.02%
May 2008 – May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSMX (INTRINSIC SMALL CAP VALUE FUND CLASS A) |
24.22%
Sep 2011 – Sep 2014 |
22.92%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart