Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EGWAX (WELLS FARGO ADVANTAGE TRADITIONAL SMALL CAP GROWTH FUND CLASS A) | 0.30% | 10.47% | 8.20% | 2.60% | 7.11% | 10.17% | 7.63% | 7.48% |
Data as of 07/02/2025, AR inception is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGWAX (WELLS FARGO ADVANTAGE TRADITIONAL SMALL CAP GROWTH FUND CLASS A) | 07/01/1996 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 10.47 | 8.20 | 2.60 | 7.11 | 10.17 | 7.63 | 7.48 | 0.30 | 13.59 | 13.07 | -42.51 | -17.96 | 61.60 | 35.21 | -2.30 | 21.76 | 8.02 | -7.40 | 2.23 | 43.43 | 13.71 | -5.05 | 27.22 | 40.94 | -41.79 | 10.32 | 10.73 | 6.09 | 13.68 | 38.75 | -26.86 | -7.19 | 14.58 | 21.27 | 1.61 | 18.62 | 2.04 |
| Sharpe Ratio | NA | 0.23 | 0.30 | 0.03 | 0.20 | NA | NA | 0.24 | -0.25 | 0.36 | 0.48 | -1.09 | -0.53 | 1.55 | 1.92 | -0.18 | 1.89 | 0.40 | -0.41 | 0.11 | 2.69 | 0.73 | -0.15 | 1.17 | 1.33 | -1.05 | 0.38 | 0.44 | 0.26 | 0.70 | 1.96 | -1.09 | -0.32 | 0.32 | 1.04 | -0.08 | 0.93 | 0.04 |
| Standard Deviation(%) | NA | 25.19 | 23.47 | 27.05 | 25.26 | NA | NA | 24.38 | 28.91 | 19.25 | 18.73 | 40.47 | 33.91 | 39.39 | 17.63 | 20.37 | 11.23 | 19.56 | 18.18 | 19.99 | 16.11 | 18.87 | 34.46 | 23.20 | 30.72 | 40.59 | 19.22 | 17.08 | 14.81 | 18.10 | 19.43 | 25.61 | 29.89 | 33.21 | 17.28 | 22.19 | 16.10 | 14.89 |
| Draw Down(%) | NA | 26.47 | 26.47 | 51.08 | 51.08 | NA | NA | 56.97 | 24.69 | 10.71 | 19.12 | 44.08 | 31.60 | 37.89 | 12.73 | 27.93 | 4.14 | 18.70 | 17.34 | 18.46 | 6.76 | 13.07 | 31.72 | 17.05 | 22.03 | 52.99 | 12.33 | 18.98 | 11.17 | 18.46 | 12.18 | 38.52 | 31.72 | 22.89 | 18.14 | 39.86 | 17.07 | 12.13 |
| Yield(%) | 0.00 | 0.00 | 2.56 | 6.20 | 8.18 | 12.09 | 8.08 | 7.68 | 0.00 | 0.00 | 0.00 | 4.82 | 15.65 | 3.71 | 8.43 | 27.03 | 7.48 | 3.06 | 21.55 | 17.01 | 20.57 | 1.42 | 0.00 | 0.00 | 0.00 | 0.11 | 17.38 | 12.64 | 11.78 | 0.00 | 0.00 | 0.00 | 0.00 | 29.22 | 5.12 | 3.19 | 7.65 | 14.13 |
Data as of 07/02/2025, AR inception is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGWAX (WELLS FARGO ADVANTAGE TRADITIONAL SMALL CAP GROWTH FUND CLASS A) |
-16.76%
Feb 2006 - Feb 2009 |
-5.96%
Feb 2004 - Feb 2009 |
-0.28%
Aug 2000 - Aug 2010 |
4.21%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGWAX (WELLS FARGO ADVANTAGE TRADITIONAL SMALL CAP GROWTH FUND CLASS A) |
29.95%
Apr 2018 - Apr 2021 |
27.35%
Feb 2016 - Feb 2021 |
17.81%
Sep 2011 - Sep 2021 |
12.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart