Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBMDX (WELLS FARGO C&B MID CAP VALUE FUND INVESTOR CLASS) | NA | 3.09% | 14.28% | 13.27% | 7.54% | 8.87% | NA | … | … |
Data as of 10/29/2015, Common starting date is 02/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBMDX (WELLS FARGO C&B MID CAP VALUE FUND INVESTOR CLASS) | 02/19/1998 | 10/29/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 3.09 | 14.28 | 13.27 | 7.54 | 8.87 | NA | … | … | -0.11 | 4.53 | 37.08 | 19.37 | -1.66 | 21.27 | 28.78 | -33.67 | -8.90 | 25.69 | 6.17 | 10.96 | 38.99 | -9.58 | 18.59 | 33.47 | -3.00 | -0.30 |
| Sharpe Ratio | NA | 0.22 | 1.11 | 0.79 | 0.32 | NA | NA | … | … | -0.01 | 0.37 | 3.11 | 1.34 | -0.06 | 1.08 | 0.98 | -0.87 | -0.78 | 1.89 | 0.32 | 0.76 | 2.11 | -0.48 | 0.98 | 1.51 | -0.41 | -0.22 |
| Standard Deviation(%) | NA | 13.92 | 12.85 | 16.78 | 21.41 | NA | NA | … | … | 14.40 | 12.13 | 11.92 | 14.51 | 26.55 | 19.63 | 29.17 | 39.50 | 15.48 | 11.83 | 12.23 | 13.21 | 18.15 | 22.36 | 16.69 | 19.34 | 15.54 | 16.99 |
| Draw Down(%) | NA | 13.19 | 13.19 | 24.44 | 60.79 | NA | NA | … | … | 13.19 | 10.56 | 4.13 | 10.62 | 24.44 | 18.10 | 29.84 | 47.98 | 19.19 | 10.49 | 7.55 | 11.87 | 15.53 | 31.86 | 15.25 | 10.35 | 19.16 | 25.02 |
| Yield(%) | 0.00 | 0.12 | 0.50 | 0.61 | 4.49 | 5.40 | 5.12 | … | … | 0.00 | 0.12 | 0.36 | 1.08 | 0.53 | 0.61 | 0.57 | 1.13 | 18.74 | 13.76 | 8.69 | 3.10 | 1.32 | 0.04 | 0.49 | 0.93 | 0.00 | 0.00 |
Data as of 10/29/2015, Common starting date is 02/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBMDX (WELLS FARGO C&B MID CAP VALUE FUND INVESTOR CLASS) |
-16.78%
Feb 2006 – Feb 2009 |
-6.90%
Feb 2004 – Feb 2009 |
4.30%
Feb 1999 – Feb 2009 |
8.32%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBMDX (WELLS FARGO C&B MID CAP VALUE FUND INVESTOR CLASS) |
28.10%
Feb 2009 – Feb 2012 |
25.90%
Feb 2009 – Feb 2014 |
11.35%
Aug 1998 – Aug 2008 |
11.41%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart