Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESPAX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS A) | 8.10% | 14.95% | 8.87% | 0.53% | 6.51% | 8.27% | 6.71% | … | … |
Data as of 06/05/2026, Common starting date is 03/18/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESPAX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS A) | 03/18/1994 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 14.95 | 8.87 | 0.53 | 6.51 | 8.27 | 6.71 | … | … | 8.10 | -3.10 | 6.44 | 18.65 | -18.32 | 20.24 | 1.12 | 28.03 | -13.77 | 11.09 | 28.88 | -4.57 | 7.42 | 38.08 | 13.45 | -2.15 | 22.60 | 29.86 | -31.74 | -8.40 | 21.76 | 10.28 | 20.04 | 35.36 | -7.04 | 11.70 | 14.28 | 2.88 | -6.14 | 17.03 | 23.13 | 20.74 | -5.39 |
| Sharpe Ratio | NA | 0.71 | 0.34 | -0.08 | 0.24 | NA | NA | … | … | 1.14 | -0.28 | 0.16 | 0.84 | -0.83 | 1.00 | 0.02 | 1.96 | -1.03 | 0.96 | 1.86 | -0.33 | 0.55 | 2.89 | 0.84 | -0.07 | 0.96 | 0.86 | -0.80 | -0.64 | 1.30 | 0.59 | 1.41 | 2.43 | -0.43 | 0.63 | 0.78 | -0.06 | -0.73 | 1.03 | 1.59 | 1.25 | -1.35 |
| Standard Deviation(%) | NA | 17.63 | 18.95 | 20.19 | 21.18 | NA | NA | … | … | 18.15 | 21.21 | 17.87 | 17.99 | 23.94 | 20.28 | 40.48 | 13.56 | 14.78 | 10.95 | 15.39 | 14.13 | 13.52 | 13.15 | 16.00 | 30.67 | 23.42 | 34.71 | 40.85 | 18.12 | 14.21 | 13.63 | 13.55 | 14.27 | 19.08 | 14.83 | 12.94 | 8.84 | 13.17 | 12.90 | 12.17 | 13.35 | 7.47 |
| Draw Down(%) | NA | 13.58 | 24.80 | 29.52 | 43.28 | NA | NA | … | … | 13.58 | 20.42 | 9.03 | 13.28 | 24.62 | 13.69 | 43.28 | 7.04 | 24.66 | 6.22 | 10.14 | 12.93 | 10.59 | 5.25 | 11.59 | 25.90 | 22.15 | 34.08 | 47.51 | 18.70 | 10.64 | 9.93 | 9.32 | 13.79 | 29.14 | 13.93 | 8.14 | 9.62 | 28.48 | 15.65 | 10.39 | 8.19 | 9.00 |
| Yield(%) | 0.00 | 8.12 | 7.21 | 3.56 | 4.67 | 6.65 | 5.48 | … | … | 0.00 | 7.46 | 9.83 | 2.40 | 0.57 | 0.29 | 0.36 | 2.09 | 6.30 | 5.57 | 2.90 | 2.19 | 17.37 | 8.09 | 0.00 | 0.00 | 0.00 | 0.46 | 0.96 | 17.47 | 18.60 | 12.92 | 5.60 | 0.00 | 2.89 | 0.57 | 1.54 | 1.78 | 0.97 | 0.83 | 0.68 | 0.82 | 0.63 |
Data as of 06/05/2026, Common starting date is 03/18/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESPAX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS A) |
-17.65%
Feb 2006 – Feb 2009 |
-5.28%
Feb 2004 – Feb 2009 |
3.19%
Feb 1999 – Feb 2009 |
5.38%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESPAX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS A) |
29.31%
Feb 2009 – Feb 2012 |
26.13%
Feb 2009 – Feb 2014 |
16.45%
Feb 2009 – Feb 2019 |
12.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart