Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESPHX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS R) | NA | 8.93% | 14.85% | 4.55% | NA | NA | NA | … | … |
Data as of 06/30/2023, Common starting date is 10/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESPHX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS R) | 10/01/2015 | 06/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.93 | 14.85 | 4.55 | NA | NA | NA | … | … | 6.81 | -14.14 | 20.01 | 0.88 | 27.75 | -13.94 | 10.76 | 28.67 | 3.14 |
| Sharpe Ratio | NA | 0.25 | 0.64 | 0.14 | NA | NA | NA | … | … | 0.50 | -0.67 | 0.99 | 0.02 | 1.94 | -1.03 | 0.93 | 1.84 | 0.83 |
| Standard Deviation(%) | NA | 21.68 | 21.20 | 24.56 | NA | NA | NA | … | … | 19.38 | 23.20 | 20.18 | 40.30 | 13.55 | 14.78 | 10.90 | 15.38 | 15.74 |
| Draw Down(%) | NA | 18.19 | 25.31 | 43.33 | NA | NA | NA | … | … | 13.31 | 24.77 | 13.66 | 43.33 | 7.07 | 24.68 | 6.31 | 10.15 | 6.34 |
| Yield(%) | 0.00 | 5.66 | 5.63 | 4.03 | 4.04 | 2.70 | 2.02 | … | … | 0.00 | 4.72 | 7.30 | 0.10 | 1.78 | 6.14 | 5.53 | 3.08 | 2.62 |
Data as of 06/30/2023, Common starting date is 10/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESPHX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS R) |
-6.92%
Mar 2017 – Mar 2020 |
2.71%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESPHX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND CLASS R) |
19.67%
Mar 2020 – Mar 2023 |
13.02%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart