Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGROX (WELLS FARGO GROWTH FUND INVESTOR CLASS) | NA | 5.41% | 12.72% | 13.87% | 11.02% | 4.46% | NA | … | … |
Data as of 10/29/2015, Common starting date is 03/12/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGROX (WELLS FARGO GROWTH FUND INVESTOR CLASS) | 03/12/1996 | 10/29/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 5.41 | 12.72 | 13.87 | 11.02 | 4.46 | NA | … | … | 1.52 | 3.59 | 33.04 | 16.56 | 7.88 | 26.33 | 47.33 | -40.45 | 27.42 | 7.73 | 8.99 | 12.57 | 30.13 | -25.28 | -34.39 | -9.23 | 53.38 | 26.98 | -1.03 | 13.92 |
| Sharpe Ratio | NA | 0.32 | 0.81 | 0.75 | 0.47 | NA | NA | … | … | 0.11 | 0.22 | 2.49 | 1.00 | 0.29 | 1.29 | 1.86 | -1.05 | 1.35 | 0.27 | 0.50 | 0.77 | 1.46 | -1.04 | -1.42 | -0.32 | 1.80 | 0.99 | -0.20 | 0.78 |
| Standard Deviation(%) | NA | 16.72 | 15.67 | 18.53 | 22.16 | NA | NA | … | … | 17.21 | 16.59 | 13.26 | 16.61 | 26.79 | 20.38 | 25.37 | 39.20 | 18.09 | 16.24 | 13.39 | 15.00 | 20.11 | 25.44 | 26.27 | 41.57 | 27.85 | 23.72 | 23.88 | 17.81 |
| Draw Down(%) | NA | 14.34 | 14.34 | 20.42 | 52.74 | NA | NA | … | … | 14.34 | 13.17 | 5.26 | 12.52 | 20.42 | 13.78 | 19.85 | 50.60 | 9.42 | 16.91 | 10.08 | 14.60 | 11.82 | 31.19 | 45.43 | 38.95 | 13.99 | 28.94 | 24.14 | 20.25 |
| Yield(%) | 0.00 | 14.19 | 7.73 | 6.43 | 4.79 | 2.80 | 4.56 | … | … | 0.00 | 14.32 | 4.36 | 0.00 | 1.44 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.27 | 14.54 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/29/2015, Common starting date is 03/12/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGROX (WELLS FARGO GROWTH FUND INVESTOR CLASS) |
-30.17%
Feb 2000 – Feb 2003 |
-13.10%
Feb 2000 – Feb 2005 |
-3.97%
Feb 2000 – Feb 2010 |
2.94%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGROX (WELLS FARGO GROWTH FUND INVESTOR CLASS) |
36.32%
Feb 2009 – Feb 2012 |
28.89%
Feb 2009 – Feb 2014 |
12.67%
Aug 2004 – Aug 2014 |
8.34%
Oct 1998 – Oct 2013 |
Annualized Rolling Returns Comparison Chart