Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFUBX (Wells Fargo Advantage US Value B) | NA | 4.68% | -11.87% | -3.57% | NA | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFUBX (Wells Fargo Advantage US Value B) | 04/13/2005 | 09/02/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.68 | -11.87 | -3.57 | NA | NA | NA | … | … | -6.43 | 21.64 | -33.96 | -5.77 | 18.10 | 2.39 |
| Sharpe Ratio | NA | 0.24 | -0.39 | -0.21 | NA | NA | NA | … | … | -0.49 | 0.78 | -0.83 | -0.58 | 1.66 | 0.11 |
| Standard Deviation(%) | NA | 18.98 | 31.20 | 25.33 | NA | NA | NA | … | … | 19.46 | 27.70 | 41.71 | 15.12 | 8.96 | 9.59 |
| Draw Down(%) | NA | 18.59 | 56.88 | 57.18 | NA | NA | NA | … | … | 18.59 | 28.48 | 45.00 | 14.71 | 6.12 | 6.30 |
| Yield(%) | 0.00 | 0.15 | 7.40 | 7.73 | 3.97 | 2.65 | 1.98 | … | … | 0.00 | 0.66 | 0.81 | 22.17 | 3.69 | 12.68 |
Data as of 09/02/2010, 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 |
|---|---|---|---|---|
| WFUBX (Wells Fargo Advantage US Value B) |
-16.77%
Feb 2006 – Feb 2009 |
-3.71%
Jun 2005 – Jun 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFUBX (Wells Fargo Advantage US Value B) |
2.56%
May 2005 – May 2008 |
-2.44%
May 2005 – May 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart