Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOPBX (WELLS FARGO OPPORTUNITY FUND CLASS B) | NA | 19.01% | 6.95% | 11.07% | NA | NA | NA | … | … |
Data as of 05/05/2017, Common starting date is 08/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOPBX (WELLS FARGO OPPORTUNITY FUND CLASS B) | 08/30/2011 | 05/05/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 19.01 | 6.95 | 11.07 | NA | NA | NA | … | … | 7.89 | 11.05 | -4.05 | 9.22 | 29.05 | 13.33 | 0.34 |
| Sharpe Ratio | NA | 1.58 | 0.48 | 0.78 | NA | NA | NA | … | … | 2.83 | 0.70 | -0.26 | 0.73 | 2.48 | 0.90 | 0.03 |
| Standard Deviation(%) | NA | 11.87 | 14.34 | 13.98 | NA | NA | NA | … | … | 8.65 | 15.41 | 15.81 | 12.68 | 11.71 | 14.88 | 30.98 |
| Draw Down(%) | NA | 8.24 | 19.89 | 19.89 | NA | NA | NA | … | … | 3.42 | 12.39 | 14.08 | 10.64 | 6.08 | 13.88 | 12.73 |
| Yield(%) | 0.00 | 6.75 | 9.59 | 9.55 | 5.20 | 3.47 | 2.60 | … | … | 0.00 | 6.88 | 12.86 | 11.64 | 7.83 | 4.26 | 0.00 |
Data as of 05/05/2017, Common starting date is 08/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOPBX (WELLS FARGO OPPORTUNITY FUND CLASS B) |
5.18%
Dec 2013 – Dec 2016 |
9.63%
Mar 2012 – Mar 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOPBX (WELLS FARGO OPPORTUNITY FUND CLASS B) |
18.77%
Sep 2011 – Sep 2014 |
12.65%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart