Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLVSX (Wells Fargo Advantage Equity Value Instl) | NA | -2.39% | 5.38% | -0.29% | NA | NA | NA | … | … |
Data as of 03/01/2013, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLVSX (Wells Fargo Advantage Equity Value Instl) | 09/08/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.21 | -2.39 | 5.38 | -0.29 | NA | NA | NA | … | … | -5.78 | 17.28 | -7.76 | 17.35 | 25.13 | -41.01 | 8.26 | 9.68 |
| Sharpe Ratio | NA | -0.12 | 0.22 | -0.02 | NA | NA | NA | … | … | -0.95 | 1.14 | -0.27 | 0.75 | 0.78 | -0.93 | 0.31 | 4.10 |
| Standard Deviation(%) | NA | 20.45 | 24.31 | 31.59 | NA | NA | NA | … | … | 32.30 | 15.25 | 28.95 | 23.05 | 32.27 | 44.79 | 17.12 | 7.65 |
| Draw Down(%) | NA | 14.12 | 27.78 | 54.50 | NA | NA | NA | … | … | 14.12 | 13.30 | 27.78 | 19.36 | 27.49 | 52.70 | 11.07 | 1.75 |
| Yield(%) | 0.00 | 4.03 | 2.10 | 1.50 | 1.97 | 1.31 | 0.98 | … | … | 0.00 | 4.46 | 0.60 | 0.85 | 1.59 | 1.18 | 8.54 | 3.54 |
Data as of 03/01/2013, Common starting date is 09/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLVSX (Wells Fargo Advantage Equity Value Instl) |
-12.18%
Jun 2007 – Jun 2010 |
-4.23%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLVSX (Wells Fargo Advantage Equity Value Instl) |
22.80%
Feb 2009 – Feb 2012 |
1.50%
Jan 2008 – Jan 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart