Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLVAX (Wells Fargo Advantage Equity Value A) | NA | -2.91% | 4.86% | -0.80% | NA | NA | NA | … | … |
Data as of 03/01/2013, Common starting date is 09/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLVAX (Wells Fargo Advantage Equity Value A) | 09/04/2003 | 03/01/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.33 | -2.91 | 4.86 | -0.80 | NA | NA | NA | … | … | -6.11 | 16.97 | -8.17 | 16.79 | 24.39 | -41.31 | 7.75 | 17.19 | 10.08 | 14.92 | 9.65 |
| Sharpe Ratio | NA | -0.14 | 0.20 | -0.03 | NA | NA | NA | … | … | -0.99 | 1.12 | -0.28 | 0.73 | 0.75 | -0.94 | 0.28 | 1.21 | 0.68 | 1.16 | 2.90 |
| Standard Deviation(%) | NA | 20.57 | 24.35 | 31.59 | NA | NA | NA | … | … | 32.58 | 15.28 | 29.01 | 22.97 | 32.27 | 44.73 | 17.21 | 11.55 | 11.58 | 12.02 | 11.08 |
| Draw Down(%) | NA | 14.32 | 27.92 | 54.73 | NA | NA | NA | … | … | 14.32 | 13.28 | 27.92 | 19.53 | 27.58 | 52.87 | 11.09 | 10.62 | 8.01 | 9.29 | 3.44 |
| Yield(%) | 0.00 | 3.77 | 1.75 | 1.17 | 2.74 | 1.83 | 1.37 | … | … | 0.00 | 4.18 | 0.41 | 0.32 | 1.08 | 0.76 | 8.23 | 3.44 | 0.85 | 0.64 | 0.05 |
Data as of 03/01/2013, Common starting date is 09/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLVAX (Wells Fargo Advantage Equity Value A) |
-16.44%
Feb 2006 – Feb 2009 |
-5.98%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLVAX (Wells Fargo Advantage Equity Value A) |
22.16%
Feb 2009 – Feb 2012 |
2.60%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart