Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVCBX (Wells Fargo Advantage Cons Allocation Ad) | NA | 0.16% | 4.10% | 9.40% | 4.04% | 4.55% | NA | … | … |
Data as of 03/05/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVCBX (Wells Fargo Advantage Cons Allocation Ad) | 06/21/1996 | 03/05/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.16 | 4.10 | 9.40 | 4.04 | 4.55 | NA | … | … | 0.00 | 2.52 | 8.65 | 3.13 | 10.53 | 16.06 | -15.00 | 5.95 | 6.59 | 3.08 | 4.23 | 9.31 | -1.47 | 3.28 | 10.21 | 4.45 | 12.45 | 13.25 | 5.53 |
| Sharpe Ratio | NA | 0.06 | 1.06 | 1.86 | 0.58 | NA | NA | … | … | 0.00 | 0.97 | 2.84 | 0.59 | 2.10 | 1.90 | -1.73 | 0.83 | 1.04 | 0.32 | 1.05 | 2.24 | -0.52 | 0.22 | 1.52 | 0.30 | 2.00 | -8.71 | 1.84 |
| Standard Deviation(%) | NA | 2.36 | 3.75 | 5.02 | 5.14 | NA | NA | … | … | NA | 2.56 | 3.05 | 5.25 | 4.97 | 8.42 | 9.16 | 3.55 | 3.17 | 2.87 | 3.14 | 3.84 | 4.96 | 4.51 | 4.05 | 4.09 | 4.55 | 4.80 | 3.94 |
| Draw Down(%) | NA | 1.93 | 4.71 | 4.71 | 21.15 | NA | NA | … | … | 0.00 | 1.93 | 2.10 | 4.71 | 3.69 | 7.33 | 19.31 | 1.62 | 2.07 | 1.81 | 3.05 | 2.77 | 5.76 | 3.94 | 3.14 | 2.65 | 3.09 | 3.40 | 2.20 |
| Yield(%) | 0.00 | 0.00 | 1.14 | 5.28 | 4.35 | 4.71 | 4.95 | … | … | 0.00 | 0.00 | 2.08 | 1.35 | 15.07 | 4.19 | 4.45 | 6.59 | 4.88 | 5.26 | 3.34 | 3.55 | 3.45 | 6.87 | 6.80 | 7.23 | 6.44 | 8.16 | 7.36 |
Data as of 03/05/2014, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVCBX (Wells Fargo Advantage Cons Allocation Ad) |
-3.19%
Feb 2006 – Feb 2009 |
-0.61%
Feb 2004 – Feb 2009 |
2.42%
Feb 1999 – Feb 2009 |
4.46%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVCBX (Wells Fargo Advantage Cons Allocation Ad) |
12.80%
Feb 2009 – Feb 2012 |
9.75%
Jul 1996 – Jul 2001 |
6.64%
Aug 1996 – Aug 2006 |
5.96%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart