Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESPNX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND INSTITUTIONAL) | 9.53% | 16.55% | 9.19% | 1.02% | 6.90% | 8.67% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESPNX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND INSTITUTIONAL) | 08/03/2010 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 16.55 | 9.19 | 1.02 | 6.90 | 8.67 | NA | … | … | 9.53 | -2.81 | 6.82 | 17.55 | -17.91 | 20.85 | 1.43 | 28.50 | -13.46 | 11.46 | 29.40 | -4.23 | 7.89 | 38.59 | 13.92 | -1.73 | 17.45 |
| Sharpe Ratio | NA | 0.73 | 0.33 | -0.07 | 0.25 | NA | NA | … | … | 1.16 | -0.27 | 0.18 | 0.77 | -0.81 | 1.03 | 0.03 | 2.00 | -1.01 | 0.99 | 1.90 | -0.30 | 0.58 | 2.94 | 0.87 | -0.06 | 2.36 |
| Standard Deviation(%) | NA | 17.76 | 19.05 | 20.23 | 21.49 | NA | NA | … | … | 18.16 | 21.31 | 17.96 | 18.10 | 23.92 | 20.21 | 41.96 | 13.54 | 14.77 | 10.97 | 15.37 | 14.13 | 13.52 | 13.12 | 15.99 | 30.66 | 19.93 |
| Draw Down(%) | NA | 13.55 | 24.69 | 29.18 | 43.27 | NA | NA | … | … | 13.55 | 20.34 | 9.01 | 13.25 | 24.44 | 13.52 | 43.27 | 7.03 | 24.57 | 6.10 | 10.15 | 12.83 | 10.48 | 5.21 | 11.42 | 25.82 | 9.74 |
| Yield(%) | 0.00 | 8.16 | 6.90 | 3.56 | 4.83 | 6.93 | 6.06 | … | … | 0.00 | 7.52 | 9.86 | 1.35 | 0.84 | 0.68 | 0.62 | 2.48 | 6.52 | 5.88 | 3.26 | 2.58 | 17.45 | 8.36 | 0.23 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESPNX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND INSTITUTIONAL) |
-6.37%
Mar 2017 – Mar 2020 |
-0.41%
Mar 2015 – Mar 2020 |
5.39%
Apr 2015 – Apr 2025 |
7.66%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESPNX (WELLS FARGO ADVANTAGE SPECIAL SMALL CAP VALUE FUND INSTITUTIONAL) |
22.56%
Sep 2011 – Sep 2014 |
17.41%
Sep 2011 – Sep 2016 |
14.07%
Sep 2011 – Sep 2021 |
8.87%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart