Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVUBX (WELLS FARGO ADVANTAGE UTILITY AND TELECOMMUNICATIONS FUND CLASS B) | NA | 8.81% | 5.27% | 9.33% | 4.38% | 9.40% | 7.87% | … | … |
Data as of 05/05/2017, Common starting date is 01/14/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVUBX (WELLS FARGO ADVANTAGE UTILITY AND TELECOMMUNICATIONS FUND CLASS B) | 01/14/1994 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | 8.81 | 5.27 | 9.33 | 4.38 | 9.40 | 7.87 | … | … | 7.35 | 11.78 | -8.80 | 15.37 | 17.35 | 7.97 | 15.35 | 2.36 | 18.13 | -31.27 | 17.96 | 27.89 | 19.39 | 28.52 | 25.78 | -19.69 | -34.12 | 6.76 | 32.60 | 10.40 | 28.38 | 3.63 | 24.75 | -4.72 |
| Sharpe Ratio | NA | 0.73 | 0.39 | 0.77 | 0.23 | NA | NA | … | … | 2.82 | 0.87 | -0.61 | 1.34 | 1.65 | 0.87 | 0.85 | 0.14 | 0.98 | -0.90 | 0.97 | 2.52 | 1.43 | 2.83 | 2.07 | -0.99 | -1.87 | 0.11 | 2.27 | 0.56 | -2.37 | 0.01 | 2.50 | -0.86 |
| Standard Deviation(%) | NA | 11.73 | 13.04 | 11.99 | 17.72 | NA | NA | … | … | 8.04 | 13.23 | 14.54 | 11.46 | 10.51 | 9.19 | 18.06 | 16.10 | 18.44 | 35.52 | 15.44 | 9.79 | 12.06 | 9.73 | 12.11 | 21.03 | 19.70 | 23.86 | 12.95 | 12.73 | 11.30 | 10.27 | 8.35 | 9.14 |
| Draw Down(%) | NA | 11.94 | 15.77 | 15.77 | 45.15 | NA | NA | … | … | 2.29 | 11.94 | 13.55 | 8.94 | 7.62 | 7.24 | 13.30 | 12.40 | 19.72 | 39.85 | 12.56 | 4.81 | 10.90 | 5.71 | 14.13 | 33.88 | 38.35 | 18.52 | 8.42 | 14.69 | 7.86 | 10.56 | 3.81 | 9.36 |
| Yield(%) | 0.00 | 0.83 | 0.90 | 1.35 | 1.87 | 4.22 | 5.06 | … | … | 0.30 | 0.58 | 0.91 | 1.08 | 1.70 | 1.73 | 1.51 | 1.58 | 3.16 | 5.78 | 4.41 | 6.40 | 5.12 | 2.05 | 1.83 | 2.33 | 2.06 | 9.66 | 12.75 | 13.75 | 13.94 | 5.59 | 4.14 | 3.87 |
Data as of 05/05/2017, Common starting date is 01/14/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVUBX (WELLS FARGO ADVANTAGE UTILITY AND TELECOMMUNICATIONS FUND CLASS B) |
-21.58%
Mar 2000 – Mar 2003 |
-6.01%
Mar 1998 – Mar 2003 |
1.18%
Aug 2000 – Aug 2010 |
4.22%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVUBX (WELLS FARGO ADVANTAGE UTILITY AND TELECOMMUNICATIONS FUND CLASS B) |
30.71%
Sep 2002 – Sep 2005 |
25.64%
Oct 2002 – Oct 2007 |
13.47%
Mar 2003 – Mar 2013 |
9.34%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison Chart