Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLCAX (WELLS FARGO LARGE COMPANY VALUE FUND CLASS A) | NA | -4.13% | 13.72% | 9.13% | NA | NA | NA | … | … |
Data as of 12/16/2014, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLCAX (WELLS FARGO LARGE COMPANY VALUE FUND CLASS A) | 04/02/2008 | 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 (%) | -13.30 | -4.13 | 13.72 | 9.13 | NA | NA | NA | … | … | -7.06 | 34.46 | 14.24 | -2.67 | 10.61 | 19.76 | -39.11 |
| Sharpe Ratio | NA | -0.27 | 0.97 | 0.50 | NA | NA | NA | … | … | -0.49 | 2.80 | 1.07 | -0.11 | 0.54 | 0.64 | -1.02 |
| Standard Deviation(%) | NA | 15.49 | 14.06 | 18.01 | NA | NA | NA | … | … | 15.03 | 12.31 | 13.40 | 25.10 | 19.40 | 30.73 | 48.05 |
| Draw Down(%) | NA | 14.04 | 14.04 | 22.20 | NA | NA | NA | … | … | 14.04 | 6.17 | 10.80 | 22.20 | 18.31 | 30.88 | 45.26 |
| Yield(%) | 0.00 | 0.25 | 5.64 | 3.64 | 1.35 | 0.90 | 0.68 | … | … | 0.10 | 12.49 | 1.85 | 0.00 | 0.50 | 0.00 | 0.36 |
Data as of 12/16/2014, Common starting date is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLCAX (WELLS FARGO LARGE COMPANY VALUE FUND CLASS A) |
-7.07%
Aug 2008 – Aug 2011 |
0.39%
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 |
|---|---|---|---|---|
| WLCAX (WELLS FARGO LARGE COMPANY VALUE FUND CLASS A) |
21.14%
Feb 2009 – Feb 2012 |
20.36%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart