Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EGWDX (WELLS FARGO ADVANTAGE TRADITIONAL SMALL CAP GROWTH FUND ADMINISTRATOR) NA 17.08% 4.05% 1.52% 7.91% 10.02% NA
Data as of 08/07/2025, Common starting date is 08/03/2010
More Performance Analytics Comparison
Name Start Date End Date
EGWDX (WELLS FARGO ADVANTAGE TRADITIONAL SMALL CAP GROWTH FUND ADMINISTRATOR) 08/03/2010 08/07/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 17.08 4.05 1.52 7.91 10.02 NA 2.96 13.72 13.08 -41.43 -15.38 64.37 35.29 -2.25 21.93 8.43 -7.29 2.43 43.72 13.88 -4.94 20.69
Sharpe Ratio NA 0.57 0.04 -0.02 0.26 NA NA 0.07 0.37 0.47 -1.07 -0.48 1.63 1.92 -0.18 1.90 0.42 -0.40 0.12 1.57 0.74 -0.14 2.91
Standard Deviation(%) NA 24.29 22.75 26.90 25.24 NA NA 26.41 19.26 18.78 40.20 32.09 39.25 17.62 20.38 11.23 19.52 18.17 19.99 27.91 18.91 34.55 19.59
Draw Down(%) NA 26.51 26.51 50.94 50.94 NA NA 24.72 10.70 19.13 43.38 29.45 37.89 12.75 27.93 4.17 18.69 17.24 18.43 17.09 13.02 31.71 9.62
Yield(%) 0.00 0.00 1.79 4.79 7.75 10.65 8.00 0.00 0.00 0.00 3.92 13.11 3.16 7.25 24.17 6.75 2.77 20.01 16.00 19.57 1.36 0.00 0.00
Data as of 08/07/2025, Common starting date is 08/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EGWDX (WELLS FARGO ADVANTAGE TRADITIONAL SMALL CAP GROWTH FUND ADMINISTRATOR) -12.51%
Jan 2021 – Jan 2024
2.37%
Jul 2020 – Jul 2025
5.41%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EGWDX (WELLS FARGO ADVANTAGE TRADITIONAL SMALL CAP GROWTH FUND ADMINISTRATOR) 30.56%
Apr 2018 – Apr 2021
27.83%
Feb 2016 – Feb 2021
18.13%
Sep 2011 – Sep 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return