Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMNBX (Wells Fargo Advantage Small Cap Growth B) | NA | -47.87% | -7.18% | -9.47% | NA | NA | NA | … | … |
Data as of 10/20/2011, Common starting date is 06/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMNBX (Wells Fargo Advantage Small Cap Growth B) | 06/11/2003 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -35.44 | -47.87 | -7.18 | -9.47 | NA | NA | NA | … | … | -54.38 | 25.57 | 49.44 | -40.29 | 12.11 | 21.40 | 5.30 | 12.77 | 20.36 |
| Sharpe Ratio | NA | -0.51 | -0.06 | NA | NA | NA | NA | … | … | -1.03 | 1.06 | 1.49 | -0.95 | 0.50 | 1.05 | 0.21 | 0.64 | 2.00 |
| Standard Deviation(%) | NA | 93.28 | 118.27 | NA | NA | NA | NA | … | … | 60.69 | 23.99 | 33.14 | 43.36 | 18.22 | 17.32 | 14.63 | 18.58 | 19.30 |
| Draw Down(%) | NA | 57.80 | 57.80 | 58.90 | NA | NA | NA | … | … | 57.80 | 22.72 | 26.25 | 54.75 | 12.29 | 18.70 | 13.40 | 23.59 | 7.31 |
| Yield(%) | 0.00 | 6.25 | 3.20 | 6.84 | 6.35 | 4.23 | 3.18 | … | … | 0.00 | 6.73 | 0.00 | 0.00 | 18.23 | 12.99 | 7.88 | 1.71 | 0.00 |
Data as of 10/20/2011, Common starting date is 06/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMNBX (Wells Fargo Advantage Small Cap Growth B) |
-14.32%
Feb 2006 – Feb 2009 |
-4.81%
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 |
|---|---|---|---|---|
| WMNBX (Wells Fargo Advantage Small Cap Growth B) |
20.70%
Aug 2004 – Aug 2007 |
11.30%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
