Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESPCX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS C) | NA | -12.16% | 3.64% | 5.99% | 6.33% | 7.82% | 6.25% | … | … |
Data as of 11/19/2025, Common starting date is 12/18/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESPCX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS C) | 12/18/2000 | 11/19/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.49 | -12.16 | 3.64 | 5.99 | 6.33 | 7.82 | 6.25 | … | … | -8.06 | 5.62 | 17.80 | -14.56 | 26.64 | 0.44 | 27.13 | -14.43 | 10.26 | 27.93 | -5.30 | 6.64 | 37.03 | 12.59 | -2.88 | 21.72 | 28.89 | -32.26 | -9.12 | 20.86 | 9.48 | 19.24 | 34.32 | -7.68 | 10.84 | 5.22 |
| Sharpe Ratio | NA | -0.72 | 0.00 | 0.19 | 0.23 | NA | NA | … | … | -0.55 | 0.11 | 0.79 | -0.69 | 1.41 | 0.00 | 1.89 | -1.07 | 0.88 | 1.80 | -0.38 | 0.49 | 2.82 | 0.79 | -0.09 | 0.92 | 0.83 | -0.81 | -0.68 | 1.23 | 0.53 | 1.36 | 2.35 | -0.46 | 0.57 | 23.81 |
| Standard Deviation(%) | NA | 21.07 | 19.19 | 20.00 | 20.93 | NA | NA | … | … | 21.66 | 17.96 | 18.09 | 23.18 | 18.91 | 40.48 | 13.57 | 14.78 | 10.94 | 15.39 | 14.15 | 13.50 | 13.12 | 16.00 | 30.66 | 23.41 | 34.78 | 40.77 | 18.15 | 14.20 | 13.63 | 13.47 | 14.31 | 19.09 | 14.86 | 16.46 |
| Draw Down(%) | NA | 25.02 | 25.02 | 25.72 | 43.37 | NA | NA | … | … | 20.54 | 9.04 | 13.35 | 25.05 | 10.20 | 43.37 | 7.09 | 24.84 | 6.44 | 10.15 | 13.11 | 10.77 | 5.35 | 11.80 | 26.04 | 22.33 | 34.16 | 47.68 | 19.02 | 10.79 | 10.00 | 9.41 | 13.89 | 29.39 | 13.95 | 1.06 |
| Yield(%) | 0.00 | 9.34 | 6.08 | 5.87 | 5.38 | 7.10 | 5.78 | … | … | 0.00 | 10.34 | 1.62 | 5.02 | 8.25 | 0.03 | 1.21 | 6.47 | 5.20 | 2.41 | 1.64 | 17.94 | 8.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 17.24 | 18.67 | 12.42 | 5.05 | 0.00 | 2.90 | 0.10 | 1.63 |
Data as of 11/19/2025, Common starting date is 12/18/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESPCX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS C) |
-18.27%
Feb 2006 – Feb 2009 |
-5.99%
Feb 2004 – Feb 2009 |
4.68%
Jan 2006 – Jan 2016 |
4.59%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESPCX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS C) |
28.33%
Feb 2009 – Feb 2012 |
25.19%
Feb 2009 – Feb 2014 |
15.58%
Feb 2009 – Feb 2019 |
12.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
