Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFSZX (Wells Fargo Advantage Sm Cap Gr Inv ) | NA | -17.67% | 8.74% | -0.22% | NA | NA | NA | … | … |
Data as of 10/20/2011, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFSZX (Wells Fargo Advantage Sm Cap Gr Inv ) | 04/13/2005 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.67 | 8.74 | -0.22 | NA | NA | NA | … | … | -28.09 | 26.93 | 50.54 | -39.90 | 12.78 | 21.97 | 17.03 |
| Sharpe Ratio | NA | -0.54 | 0.25 | -0.04 | NA | NA | NA | … | … | -0.95 | 1.12 | 1.52 | -0.94 | 0.53 | 1.07 | 1.48 |
| Standard Deviation(%) | NA | 32.57 | 34.67 | 31.51 | NA | NA | NA | … | … | 35.56 | 23.98 | 33.29 | 43.35 | 18.28 | 17.35 | 14.76 |
| Draw Down(%) | NA | 35.85 | 35.85 | 58.56 | NA | NA | NA | … | … | 35.85 | 22.16 | 26.19 | 54.44 | 12.21 | 18.63 | 7.42 |
| Yield(%) | 0.00 | 5.89 | 3.27 | 6.75 | 5.06 | 3.37 | 2.53 | … | … | 0.00 | 6.81 | 0.00 | 0.00 | 17.72 | 12.73 | 8.47 |
Data as of 10/20/2011, Common starting date is 04/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSZX (Wells Fargo Advantage Sm Cap Gr Inv ) |
-13.77%
Feb 2006 – Feb 2009 |
0.66%
Sep 2006 – Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSZX (Wells Fargo Advantage Sm Cap Gr Inv ) |
14.05%
May 2005 – May 2008 |
9.58%
Dec 2005 – Dec 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart