Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIVBX (WELLS FARGO INTRINSIC VALUE FUND CLASS B) | NA | 13.32% | 5.69% | 10.57% | 5.67% | NA | NA | … | … |
Data as of 05/05/2017, Common starting date is 08/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIVBX (WELLS FARGO INTRINSIC VALUE FUND CLASS B) | 08/04/2006 | 05/05/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 13.32 | 5.69 | 10.57 | 5.67 | NA | NA | … | … | 4.94 | 6.40 | -1.54 | 9.47 | 28.67 | 18.13 | -2.66 | 16.81 | 29.24 | -36.98 | 9.17 | 9.73 |
| Sharpe Ratio | NA | 1.30 | 0.43 | 0.84 | 0.26 | NA | NA | … | … | 2.12 | 0.46 | -0.11 | 0.86 | 2.58 | 1.42 | -0.11 | 0.91 | 1.02 | -0.99 | 0.40 | 2.84 |
| Standard Deviation(%) | NA | 10.02 | 12.84 | 12.56 | 20.69 | NA | NA | … | … | 6.96 | 13.36 | 14.94 | 10.94 | 11.09 | 12.87 | 23.91 | 18.42 | 28.51 | 38.27 | 15.33 | 7.88 |
| Draw Down(%) | NA | 6.30 | 16.96 | 16.96 | 53.93 | NA | NA | … | … | 2.81 | 11.73 | 12.30 | 7.76 | 4.97 | 10.05 | 22.22 | 14.38 | 28.34 | 47.76 | 9.31 | 1.84 |
| Yield(%) | 0.00 | 7.08 | 7.90 | 8.15 | 5.11 | 3.98 | 2.99 | … | … | 0.00 | 7.09 | 10.08 | 7.75 | 4.31 | 6.72 | 11.78 | 0.05 | 0.00 | 0.50 | 3.84 | 0.09 |
Data as of 05/05/2017, Common starting date is 08/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIVBX (WELLS FARGO INTRINSIC VALUE FUND CLASS B) |
-6.98%
Jun 2007 – Jun 2010 |
-0.66%
Sep 2006 – Sep 2011 |
5.51%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIVBX (WELLS FARGO INTRINSIC VALUE FUND CLASS B) |
25.35%
Feb 2009 – Feb 2012 |
22.46%
Feb 2009 – Feb 2014 |
6.18%
Feb 2007 – Feb 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart