Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBMBX (WELLS FARGO C&B MID CAP VALUE FUND CLASS B) | NA | 33.64% | 7.88% | 12.74% | 5.64% | NA | NA | … | … |
Data as of 01/24/2017, Common starting date is 07/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBMBX (WELLS FARGO C&B MID CAP VALUE FUND CLASS B) | 07/29/2004 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.64 | 7.88 | 12.74 | 5.64 | NA | NA | … | … | 0.00 | 20.91 | -3.30 | 3.79 | 36.15 | 18.57 | -2.35 | 20.37 | 27.91 | -34.18 | -9.65 | 24.57 | 4.11 | 8.63 |
| Sharpe Ratio | NA | 2.03 | 0.55 | 0.91 | 0.24 | NA | NA | … | … | 0.00 | 1.30 | -0.23 | 0.31 | 3.06 | 1.29 | -0.09 | 1.03 | 0.96 | -0.89 | -0.82 | 1.81 | 0.16 | 1.50 |
| Standard Deviation(%) | NA | 14.97 | 14.26 | 13.89 | 21.84 | NA | NA | … | … | NA | 15.82 | 14.80 | 12.18 | 11.82 | 14.46 | 26.47 | 19.60 | 29.08 | 39.51 | 15.49 | 11.81 | 12.28 | 13.40 |
| Draw Down(%) | NA | 8.24 | 18.35 | 18.35 | 61.32 | NA | NA | … | … | 0.00 | 9.81 | 13.32 | 10.71 | 4.14 | 10.77 | 24.58 | 18.24 | 29.93 | 48.30 | 19.43 | 10.62 | 7.80 | 5.93 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.89 | 2.97 | 2.23 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.32 | 18.85 | 13.51 | 7.53 | 0.00 |
Data as of 01/24/2017, Common starting date is 07/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBMBX (WELLS FARGO C&B MID CAP VALUE FUND CLASS B) |
-17.46%
Feb 2006 – Feb 2009 |
-2.91%
May 2007 – May 2012 |
4.95%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBMBX (WELLS FARGO C&B MID CAP VALUE FUND CLASS B) |
27.18%
Feb 2009 – Feb 2012 |
25.02%
Feb 2009 – Feb 2014 |
7.85%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart