Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLVCX (Wells Fargo Advantage Equity Value C) | NA | -3.69% | 4.04% | -1.58% | NA | NA | NA | … | … |
Data as of 03/01/2013, Common starting date is 09/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLVCX (Wells Fargo Advantage Equity Value C) | 09/02/2003 | 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 (%) | -12.42 | -3.69 | 4.04 | -1.58 | NA | NA | NA | … | … | -6.30 | 16.04 | -8.88 | 15.95 | 23.42 | -41.74 | 6.94 | 16.30 | 9.19 | 14.23 | 9.73 |
| Sharpe Ratio | NA | -0.18 | 0.16 | -0.06 | NA | NA | NA | … | … | -1.01 | 1.06 | -0.31 | 0.69 | 0.72 | -0.95 | 0.23 | 1.12 | 0.60 | 1.11 | 2.91 |
| Standard Deviation(%) | NA | 20.57 | 24.37 | 31.59 | NA | NA | NA | … | … | 32.71 | 15.19 | 28.93 | 23.06 | 32.30 | 44.68 | 17.18 | 11.62 | 11.62 | 12.00 | 10.81 |
| Draw Down(%) | NA | 14.46 | 28.17 | 54.96 | NA | NA | NA | … | … | 14.46 | 13.52 | 28.17 | 19.57 | 27.73 | 53.19 | 11.17 | 10.65 | 8.13 | 9.41 | 3.45 |
| Yield(%) | 0.00 | 3.15 | 1.28 | 0.69 | 2.07 | 1.38 | 1.04 | … | … | 0.00 | 3.49 | 0.12 | 0.00 | 0.22 | 0.16 | 7.55 | 2.84 | 0.23 | 0.11 | 0.00 |
Data as of 03/01/2013, Common starting date is 09/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLVCX (Wells Fargo Advantage Equity Value C) |
-17.06%
Feb 2006 – Feb 2009 |
-6.66%
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 |
|---|---|---|---|---|
| WLVCX (Wells Fargo Advantage Equity Value C) |
21.24%
Feb 2009 – Feb 2012 |
1.83%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart