Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLCIX (WELLS FARGO LARGE COMPANY VALUE FUND INSTITUTIONAL CLASS) | NA | 8.06% | 14.74% | 11.14% | NA | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLCIX (WELLS FARGO LARGE COMPANY VALUE FUND INSTITUTIONAL CLASS) | 04/02/2008 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 8.06 | 14.74 | 11.14 | NA | NA | NA | … | … | 1.68 | 7.69 | 35.06 | 13.90 | -2.67 | 9.96 | 21.33 | -39.27 |
| Sharpe Ratio | NA | 0.72 | 1.14 | 0.65 | NA | NA | NA | … | … | 0.49 | 0.65 | 2.83 | 1.05 | -0.11 | 0.51 | 0.70 | -1.02 |
| Standard Deviation(%) | NA | 12.63 | 12.85 | 17.19 | NA | NA | NA | … | … | 14.90 | 11.82 | 12.36 | 13.31 | 24.66 | 19.54 | 30.45 | 48.05 |
| Draw Down(%) | NA | 9.86 | 10.63 | 22.26 | NA | NA | NA | … | … | 4.30 | 9.86 | 6.17 | 10.63 | 22.26 | 18.33 | 30.75 | 45.47 |
| Yield(%) | 0.00 | 9.75 | 9.10 | 6.34 | 2.52 | 1.68 | 1.26 | … | … | 0.00 | 9.97 | 12.93 | 2.44 | 0.62 | 0.00 | 0.96 | 0.00 |
Data as of 03/30/2015, 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 |
|---|---|---|---|---|
| WLCIX (WELLS FARGO LARGE COMPANY VALUE FUND INSTITUTIONAL CLASS) |
-6.99%
Sep 2008 – Sep 2011 |
0.44%
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 |
|---|---|---|---|---|
| WLCIX (WELLS FARGO LARGE COMPANY VALUE FUND INSTITUTIONAL CLASS) |
21.57%
Sep 2011 – Sep 2014 |
20.56%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart