Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SMCDX (WELLS FARGO SPECIAL MID CAP VALUE FUND INVESTOR CLASS) | NA | 3.32% | 17.45% | 14.31% | 8.70% | 10.41% | NA | 10.67% |
Data as of 10/29/2015, AR inception is 07/05/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMCDX (WELLS FARGO SPECIAL MID CAP VALUE FUND INVESTOR CLASS) | 07/05/2000 | 10/29/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 3.32 | 17.45 | 14.31 | 8.70 | 10.41 | NA | 10.67 | -0.62 | 11.56 | 38.50 | 18.09 | -0.96 | 20.12 | 31.85 | -30.07 | -4.89 | 18.27 | 7.92 | 21.18 | 40.67 | -11.78 | 12.41 | 12.10 |
| Sharpe Ratio | NA | 0.25 | 1.44 | 0.89 | 0.39 | NA | NA | 0.49 | -0.06 | 1.05 | 3.37 | 1.22 | -0.04 | 1.00 | 1.13 | -0.81 | -0.57 | 1.68 | 0.59 | 2.38 | 2.48 | -0.59 | 0.47 | 1.18 |
| Standard Deviation(%) | NA | 13.15 | 12.18 | 16.08 | 20.46 | NA | NA | 19.30 | 13.52 | 11.04 | 11.42 | 14.90 | 25.28 | 19.94 | 28.03 | 37.94 | 13.91 | 8.96 | 9.68 | 8.50 | 16.14 | 21.68 | 21.87 | 18.53 |
| Draw Down(%) | NA | 11.60 | 11.60 | 25.18 | 52.93 | NA | NA | 52.93 | 11.60 | 8.55 | 4.97 | 10.97 | 25.18 | 18.42 | 26.77 | 44.45 | 13.59 | 6.32 | 7.26 | 4.91 | 17.92 | 31.63 | 18.36 | 10.03 |
| Yield(%) | 0.00 | 8.77 | 7.66 | 5.74 | 5.55 | 7.47 | 5.81 | 7.75 | 0.00 | 9.53 | 8.88 | 0.80 | 0.08 | 1.39 | 1.04 | 0.65 | 9.07 | 7.36 | 16.28 | 9.21 | 4.81 | 3.00 | 0.03 | 6.90 |
Data as of 10/29/2015, AR inception is 07/05/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCDX (WELLS FARGO SPECIAL MID CAP VALUE FUND INVESTOR CLASS) |
-13.66%
Feb 2006 - Feb 2009 |
-3.90%
Feb 2004 - Feb 2009 |
6.79%
Aug 2000 - Aug 2010 |
10.13%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCDX (WELLS FARGO SPECIAL MID CAP VALUE FUND INVESTOR CLASS) |
27.46%
Mar 2003 - Mar 2006 |
24.97%
Feb 2009 - Feb 2014 |
12.54%
Mar 2003 - Mar 2013 |
10.24%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison Chart