Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SENAX (WELLS FARGO ENTERPRISE FUND CLASS A) | 6.63% | 13.42% | 16.37% | 2.36% | 11.39% | 10.42% | 9.06% | … | … |
Data as of 06/03/2026, Common starting date is 05/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SENAX (WELLS FARGO ENTERPRISE FUND CLASS A) | 05/10/2002 | 06/03/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 13.42 | 16.37 | 2.36 | 11.39 | 10.42 | 9.06 | … | … | 6.63 | 13.41 | 19.25 | 24.00 | -41.92 | 2.58 | 57.96 | 40.66 | -5.96 | 28.54 | 4.16 | -1.49 | 2.10 | 42.26 | 15.52 | -6.52 | 28.89 | 40.10 | -46.31 | 17.79 | 12.00 | 8.83 | 14.92 | 37.39 | -20.98 |
| Sharpe Ratio | NA | 0.72 | 0.65 | -0.03 | 0.40 | NA | NA | … | … | 0.62 | 0.40 | 0.86 | 1.09 | -1.07 | 0.10 | 1.56 | 2.47 | -0.37 | 2.88 | 0.24 | -0.09 | 0.13 | 3.02 | 0.91 | -0.21 | 1.20 | 1.33 | -1.06 | 0.81 | 0.50 | 0.48 | 0.79 | 1.77 | -1.17 |
| Standard Deviation(%) | NA | 19.05 | 21.72 | 26.57 | 24.69 | NA | NA | … | … | 23.30 | 26.16 | 18.10 | 18.80 | 40.79 | 25.33 | 36.82 | 15.89 | 20.03 | 9.72 | 16.58 | 16.58 | 16.18 | 13.97 | 17.08 | 31.33 | 23.94 | 30.01 | 44.38 | 18.23 | 17.10 | 13.71 | 17.59 | 20.67 | 27.08 |
| Draw Down(%) | NA | 13.59 | 27.44 | 51.82 | 51.82 | NA | NA | … | … | 12.17 | 27.44 | 9.97 | 18.50 | 45.84 | 19.50 | 35.10 | 8.04 | 24.37 | 5.31 | 18.78 | 15.60 | 13.52 | 5.84 | 13.08 | 28.25 | 17.32 | 19.50 | 57.51 | 11.68 | 17.32 | 10.38 | 18.78 | 10.75 | 28.27 |
| Yield(%) | 0.00 | 11.47 | 9.76 | 6.84 | 11.31 | 10.95 | 10.51 | … | … | 0.00 | 12.16 | 12.01 | 2.99 | 0.00 | 15.87 | 13.06 | 8.72 | 12.33 | 12.87 | 4.65 | 7.62 | 12.18 | 10.87 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SENAX (WELLS FARGO ENTERPRISE FUND CLASS A) |
-15.95%
Feb 2006 – Feb 2009 |
-5.52%
Feb 2004 – Feb 2009 |
5.06%
Feb 2006 – Feb 2016 |
6.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SENAX (WELLS FARGO ENTERPRISE FUND CLASS A) |
31.93%
Oct 2018 – Oct 2021 |
26.02%
Feb 2009 – Feb 2014 |
18.49%
Sep 2011 – Sep 2021 |
13.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart