Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESPBX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS B) | NA | 22.78% | 8.77% | 13.16% | 5.92% | 8.30% | NA | … | … |
Data as of 05/05/2017, Common starting date is 12/07/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESPBX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS B) | 12/07/1999 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 22.78 | 8.77 | 13.16 | 5.92 | 8.30 | NA | … | … | 0.27 | 27.88 | -5.28 | 6.68 | 37.05 | 12.54 | -2.84 | 21.68 | 28.83 | -32.25 | -9.12 | 20.86 | 9.50 | 19.18 | 34.28 | -7.64 | 10.77 | 13.41 | -0.39 |
| Sharpe Ratio | NA | 1.68 | 0.61 | 0.92 | 0.23 | NA | NA | … | … | 0.03 | 1.79 | -0.38 | 0.49 | 2.82 | 0.79 | -0.09 | 0.92 | 0.83 | -0.81 | -0.67 | 1.24 | 0.54 | 1.35 | 2.35 | -0.46 | 0.58 | 0.72 | -0.67 |
| Standard Deviation(%) | NA | 13.40 | 14.18 | 14.19 | 24.09 | NA | NA | … | … | 12.09 | 15.37 | 14.14 | 13.51 | 13.12 | 15.97 | 30.61 | 23.41 | 34.63 | 40.76 | 18.13 | 14.20 | 13.64 | 13.51 | 14.30 | 19.07 | 14.88 | 12.95 | 13.69 |
| Draw Down(%) | NA | 7.48 | 19.12 | 19.12 | 61.64 | NA | NA | … | … | 4.97 | 10.20 | 13.13 | 10.78 | 5.32 | 11.80 | 26.04 | 22.36 | 34.14 | 47.67 | 19.00 | 10.78 | 10.02 | 9.40 | 13.92 | 29.34 | 13.97 | 8.30 | 3.23 |
| Yield(%) | 0.00 | 2.27 | 7.01 | 7.49 | 4.57 | 6.95 | 7.19 | … | … | 0.00 | 2.42 | 1.65 | 17.99 | 8.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 17.34 | 18.70 | 12.44 | 4.95 | 0.00 | 2.91 | 0.06 | 0.81 | 1.55 |
Data as of 05/05/2017, Common starting date is 12/07/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESPBX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS B) |
-18.26%
Feb 2006 – Feb 2009 |
-5.98%
Feb 2004 – Feb 2009 |
4.67%
Jan 2006 – Jan 2016 |
7.43%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESPBX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS B) |
28.32%
Feb 2009 – Feb 2012 |
25.17%
Feb 2009 – Feb 2014 |
9.90%
Mar 2003 – Mar 2013 |
9.52%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart