Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBMCX (WELLS FARGO C&B MID CAP VALUE FUND CLASS C) | NA | 14.80% | 5.71% | 7.64% | 7.29% | 12.84% | NA | … | … |
Data as of 02/26/2024, Common starting date is 07/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBMCX (WELLS FARGO C&B MID CAP VALUE FUND CLASS C) | 07/29/2004 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.65 | 14.80 | 5.71 | 7.64 | 7.29 | 12.84 | NA | … | … | 2.95 | 18.16 | -15.37 | 20.47 | 1.81 | 35.32 | -15.25 | 14.07 | 22.38 | -3.28 | 3.81 | 36.16 | 18.57 | -2.36 | 20.38 | 27.94 | -34.25 | -10.08 | 24.62 | -3.16 | 8.63 |
| Sharpe Ratio | NA | 0.71 | 0.20 | 0.25 | 0.31 | NA | NA | … | … | 1.31 | 0.88 | -0.74 | 1.30 | 0.04 | 2.35 | -1.07 | 1.50 | 1.38 | -0.22 | 0.31 | 3.05 | 1.28 | -0.09 | 1.04 | 0.96 | -0.89 | -0.84 | 1.81 | -0.36 | 1.50 |
| Standard Deviation(%) | NA | 15.45 | 18.13 | 24.92 | 20.14 | NA | NA | … | … | 13.43 | 15.86 | 22.62 | 15.69 | 43.50 | 14.44 | 15.61 | 9.00 | 16.03 | 14.81 | 12.17 | 11.85 | 14.54 | 26.48 | 19.59 | 29.14 | 39.42 | 15.57 | 11.84 | 14.88 | 13.41 |
| Draw Down(%) | NA | 13.07 | 26.13 | 45.06 | 45.06 | NA | NA | … | … | 2.76 | 13.07 | 26.13 | 7.89 | 45.06 | 7.59 | 23.50 | 5.32 | 9.84 | 13.33 | 10.70 | 4.15 | 10.78 | 24.59 | 18.25 | 29.93 | 48.33 | 19.46 | 10.62 | 11.04 | 5.93 |
| Yield(%) | 26.47 | 38.28 | 17.20 | 12.88 | 9.01 | 18.18 | 7.83 | … | … | 26.91 | 12.26 | 8.41 | 11.50 | 0.00 | 3.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.31 | 0.00 | 0.00 | 0.00 | 0.37 | 18.84 | 13.51 | 0.00 | 0.00 |
Data as of 02/26/2024, 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 |
|---|---|---|---|---|
| CBMCX (WELLS FARGO C&B MID CAP VALUE FUND CLASS C) |
-17.59%
Feb 2006 – Feb 2009 |
-3.14%
Aug 2005 – Aug 2010 |
4.89%
Jan 2006 – Jan 2016 |
4.26%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBMCX (WELLS FARGO C&B MID CAP VALUE FUND CLASS C) |
27.16%
Feb 2009 – Feb 2012 |
25.00%
Feb 2009 – Feb 2014 |
15.46%
Feb 2009 – Feb 2019 |
11.65%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart