Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBMYX (Wells Fargo C&B Mid Cap Value Fund6) | NA | 16.16% | 6.97% | 8.89% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 08/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBMYX (Wells Fargo C&B Mid Cap Value Fund6) | 08/06/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.67 | 16.16 | 6.97 | 8.89 | NA | NA | NA | … | … | 3.12 | 19.57 | -14.36 | 21.94 | 2.84 | 36.96 | -15.78 |
| Sharpe Ratio | NA | 0.80 | 0.27 | 0.30 | NA | NA | NA | … | … | 1.42 | 0.97 | -0.70 | 1.40 | 0.06 | 2.46 | -1.95 |
| Standard Deviation(%) | NA | 15.46 | 18.13 | 24.90 | NA | NA | NA | … | … | 13.34 | 15.90 | 22.61 | 15.68 | 43.45 | 14.46 | 18.62 |
| Draw Down(%) | NA | 12.81 | 25.47 | 44.95 | NA | NA | NA | … | … | 2.71 | 12.81 | 25.47 | 7.82 | 44.95 | 7.50 | 23.31 |
| Yield(%) | 23.47 | 35.90 | 16.81 | 12.98 | 6.49 | 4.33 | 3.25 | … | … | 23.90 | 12.73 | 8.61 | 11.16 | 0.56 | 4.16 | 0.60 |
Data as of 02/26/2024, Common starting date is 08/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBMYX (Wells Fargo C&B Mid Cap Value Fund6) |
0.71%
Sep 2019 – Sep 2022 |
5.37%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBMYX (Wells Fargo C&B Mid Cap Value Fund6) |
19.76%
Dec 2018 – Dec 2021 |
11.95%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart