Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCVJX (Wells Fargo Small Company Value Fund R6) | 16.69% | 27.89% | 15.19% | 6.72% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCVJX (Wells Fargo Small Company Value Fund R6) | 11/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 27.89 | 15.19 | 6.72 | NA | NA | NA | … | … | 16.69 | 2.08 | 8.63 | 15.65 | -11.77 | 37.33 | 2.44 | 22.76 | -13.83 | 12.09 | 19.69 |
| Sharpe Ratio | NA | 1.42 | 0.61 | 0.21 | NA | NA | NA | … | … | 2.42 | -0.04 | 0.26 | 0.62 | -0.55 | 1.65 | 0.05 | 1.38 | -0.90 | 0.93 | 12.81 |
| Standard Deviation(%) | NA | 16.95 | 19.66 | 20.69 | NA | NA | NA | … | … | 17.26 | 21.43 | 19.29 | 19.37 | 23.97 | 22.66 | 44.83 | 15.42 | 16.88 | 12.33 | 16.39 |
| Draw Down(%) | NA | 8.19 | 26.73 | 26.73 | NA | NA | NA | … | … | 8.19 | 22.15 | 10.24 | 15.53 | 22.07 | 9.65 | 44.90 | 11.33 | 26.12 | 6.81 | 2.51 |
| Yield(%) | 0.00 | 6.27 | 5.96 | 4.86 | 4.90 | 3.27 | 2.45 | … | … | 0.00 | 5.86 | 8.43 | 1.21 | 3.54 | 8.24 | 0.72 | 0.78 | 0.99 | 0.74 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCVJX (Wells Fargo Small Company Value Fund R6) |
-8.42%
Mar 2017 – Mar 2020 |
3.46%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCVJX (Wells Fargo Small Company Value Fund R6) |
24.63%
Mar 2020 – Mar 2023 |
17.36%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart