Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMVRX (WELLS FARGO ADVANTAGE SMALL CAP VALUE FUND CLASS R6) | NA | 8.64% | 2.73% | 5.55% | NA | NA | NA | … | … |
Data as of 12/10/2019, Common starting date is 07/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMVRX (WELLS FARGO ADVANTAGE SMALL CAP VALUE FUND CLASS R6) | 07/03/2013 | 12/10/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.64 | 2.73 | 5.55 | NA | NA | NA | … | … | 5.45 | -33.92 | 14.32 | 33.36 | -10.31 | 3.99 | 0.31 |
| Sharpe Ratio | NA | -0.14 | -0.12 | 0.18 | NA | NA | NA | … | … | 0.24 | -1.23 | 1.23 | 1.88 | -0.66 | 0.29 | 0.03 |
| Standard Deviation(%) | NA | 18.93 | 15.68 | 16.18 | NA | NA | NA | … | … | 18.28 | 28.66 | 11.22 | 17.52 | 15.73 | 13.88 | 20.00 |
| Draw Down(%) | NA | 12.40 | 28.12 | 28.12 | NA | NA | NA | … | … | 12.40 | 41.77 | 5.28 | 12.45 | 17.64 | 14.69 | 16.22 |
| Yield(%) | 0.00 | 33.25 | 15.92 | 15.20 | 7.84 | 5.23 | 3.92 | … | … | 10.27 | 16.36 | 27.48 | 13.61 | 25.48 | 17.21 | 0.77 |
Data as of 12/10/2019, Common starting date is 07/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMVRX (WELLS FARGO ADVANTAGE SMALL CAP VALUE FUND CLASS R6) |
0.16%
Oct 2013 – Oct 2016 |
2.85%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMVRX (WELLS FARGO ADVANTAGE SMALL CAP VALUE FUND CLASS R6) |
18.04%
Sep 2015 – Sep 2018 |
7.34%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart