Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CBMSX (WELLS FARGO C&B MID CAP VALUE FUND INSTITUTIONAL CLASS) | NA | 16.00% | 6.86% | 8.78% | 8.44% | 14.04% | NA | 9.02% |
Data as of 02/26/2024, AR inception is 07/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBMSX (WELLS FARGO C&B MID CAP VALUE FUND INSTITUTIONAL CLASS) | 07/28/2004 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.67 | 16.00 | 6.86 | 8.78 | 8.44 | 14.04 | NA | 9.02 | 3.12 | 19.44 | -14.45 | 21.82 | 2.73 | 36.80 | -14.30 | 15.30 | 23.77 | -2.27 | 4.88 | 37.59 | 19.82 | -1.31 | 21.62 | 29.33 | -33.49 | -8.97 | 26.13 | 6.52 | 9.63 |
| Sharpe Ratio | NA | 0.79 | 0.26 | 0.29 | 0.37 | NA | NA | 0.37 | 1.42 | 0.96 | -0.70 | 1.39 | 0.06 | 2.45 | -1.00 | 1.63 | 1.47 | -0.16 | 0.40 | 3.17 | 1.37 | -0.05 | 1.10 | 1.00 | -0.87 | -0.77 | 1.94 | 0.36 | 1.68 |
| Standard Deviation(%) | NA | 15.45 | 18.13 | 24.91 | 20.13 | NA | NA | 20.91 | 13.36 | 15.88 | 22.61 | 15.69 | 43.48 | 14.45 | 15.61 | 9.02 | 16.00 | 14.79 | 12.19 | 11.85 | 14.51 | 26.59 | 19.61 | 29.21 | 39.55 | 15.54 | 11.82 | 12.26 | 13.34 |
| Draw Down(%) | NA | 12.84 | 25.54 | 44.96 | 44.96 | NA | NA | 60.76 | 2.71 | 12.84 | 25.54 | 7.83 | 44.96 | 7.50 | 23.30 | 5.24 | 9.77 | 13.12 | 10.45 | 4.12 | 10.64 | 24.40 | 17.97 | 29.85 | 47.81 | 19.10 | 10.40 | 7.48 | 5.87 |
| Yield(%) | 23.46 | 35.74 | 16.69 | 12.86 | 9.55 | 20.04 | 9.31 | 9.80 | 23.89 | 12.57 | 8.48 | 11.05 | 0.48 | 4.06 | 0.54 | 0.38 | 0.40 | 0.52 | 0.51 | 0.79 | 1.49 | 0.92 | 1.07 | 0.97 | 1.54 | 19.07 | 14.03 | 8.89 | 0.00 |
Data as of 02/26/2024, AR inception is 07/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBMSX (WELLS FARGO C&B MID CAP VALUE FUND INSTITUTIONAL CLASS) |
-16.64%
Feb 2006 - Feb 2009 |
-1.94%
May 2007 - May 2012 |
6.05%
Jan 2006 - Jan 2016 |
6.00%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBMSX (WELLS FARGO C&B MID CAP VALUE FUND INSTITUTIONAL CLASS) |
28.56%
Feb 2009 - Feb 2012 |
26.36%
Feb 2009 - Feb 2014 |
16.71%
Feb 2009 - Feb 2019 |
12.84%
Jan 2009 - Jan 2024 |
Annualized Rolling Returns Comparison Chart