Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVBEX (Wells Fargo Advantage Equity Income B) | NA | 0.84% | -12.76% | -3.77% | -1.19% | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 02/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVBEX (Wells Fargo Advantage Equity Income B) | 02/21/1997 | 09/02/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.84 | -12.76 | -3.77 | -1.19 | NA | NA | … | … | -7.64 | 17.05 | -37.11 | 1.21 | 17.64 | 4.58 | 10.35 | 25.04 | -20.63 | -6.35 | 0.89 | 7.43 | 16.96 | 18.50 |
| Sharpe Ratio | NA | 0.04 | -0.42 | -0.21 | -0.13 | NA | NA | … | … | -0.59 | 0.60 | -0.91 | -0.11 | 1.56 | 0.24 | 0.91 | 1.45 | -0.91 | -0.52 | -0.19 | 0.29 | 0.76 | 1.07 |
| Standard Deviation(%) | NA | 18.43 | 31.49 | 25.71 | 21.83 | NA | NA | … | … | 19.14 | 28.24 | 41.88 | 16.52 | 9.21 | 10.12 | 10.38 | 16.75 | 23.81 | 16.96 | 16.85 | 14.59 | 17.94 | 17.13 |
| Draw Down(%) | NA | 15.74 | 57.71 | 57.71 | 57.71 | NA | NA | … | … | 15.74 | 29.53 | 47.31 | 10.87 | 7.10 | 6.90 | 7.13 | 16.06 | 33.05 | 21.18 | 14.43 | 12.96 | 16.99 | 9.74 |
| Yield(%) | 0.00 | 0.90 | 12.83 | 13.27 | 7.51 | 7.54 | 5.65 | … | … | 0.28 | 1.33 | 9.23 | 33.56 | 14.97 | 20.86 | 6.74 | 5.55 | 6.81 | 2.46 | 4.65 | 3.06 | 1.09 | 3.25 |
Data as of 09/02/2010, Common starting date is 02/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVBEX (Wells Fargo Advantage Equity Income B) |
-16.55%
Feb 2006 – Feb 2009 |
-8.11%
Feb 2004 – Feb 2009 |
-3.65%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVBEX (Wells Fargo Advantage Equity Income B) |
16.33%
Mar 2003 – Mar 2006 |
14.21%
Sep 2002 – Sep 2007 |
7.08%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart