Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOPFX (WELLS FARGO OPPORTUNITY FUND INVESTOR CLASS) | NA | 5.83% | 14.37% | 10.50% | 7.14% | 5.88% | 6.29% | … | … |
Data as of 10/29/2015, Common starting date is 06/06/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOPFX (WELLS FARGO OPPORTUNITY FUND INVESTOR CLASS) | 06/06/1986 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 5.83 | 14.37 | 10.50 | 7.14 | 5.88 | 6.29 | … | … | 0.00 | -1.32 | 21.98 | 9.80 | -6.91 | 21.24 | 46.90 | -40.38 | -12.22 | -7.20 | -3.30 | 17.62 | 37.46 | -26.95 | -7.23 | -5.24 | 15.72 | 3.23 | 6.10 | 5.73 | 20.35 | -1.84 | 14.29 | 16.29 | 30.39 | -15.20 | 13.67 | 6.49 | -0.75 | -4.14 |
| Sharpe Ratio | NA | -0.26 | 0.41 | 0.32 | -0.02 | NA | NA | … | … | 0.00 | -0.08 | 1.65 | 0.64 | -0.26 | 1.10 | 1.63 | -1.00 | -0.64 | -0.48 | -0.37 | 1.31 | 2.15 | -1.03 | -0.45 | -0.41 | 0.71 | 0.00 | -2.73 | 0.17 | 1.94 | -0.57 | 1.41 | 1.28 | 2.17 | -2.04 | 0.80 | 0.20 | -0.18 | -0.71 |
| Standard Deviation(%) | NA | 19.47 | 15.90 | 18.65 | 25.06 | NA | NA | … | … | 15.81 | 16.61 | 13.29 | 15.26 | 26.73 | 19.31 | 28.67 | 41.20 | 23.83 | 21.94 | 14.70 | 12.76 | 17.10 | 27.30 | 21.64 | 22.44 | 17.58 | 20.05 | 17.95 | 13.13 | 8.52 | 8.48 | 8.61 | 10.80 | 12.22 | 9.99 | 9.94 | 9.19 | 26.49 | 15.47 |
| Draw Down(%) | NA | 18.84 | 18.84 | 25.98 | 65.30 | NA | NA | … | … | 13.91 | 14.86 | 7.99 | 13.77 | 25.98 | 16.24 | 24.51 | 53.18 | 24.21 | 17.94 | 10.51 | 9.00 | 13.11 | 40.33 | 28.68 | 19.95 | 10.21 | 23.06 | 18.30 | 10.11 | 4.82 | 7.98 | 6.14 | 7.01 | 7.69 | 19.12 | 14.55 | 7.81 | 29.56 | 14.98 |
| Yield(%) | 0.00 | 10.60 | 8.38 | 5.54 | 6.45 | 5.30 | 5.71 | … | … | 0.00 | 11.11 | 7.55 | 4.14 | 0.00 | 0.00 | 0.25 | 0.00 | 17.07 | 18.75 | 10.79 | 0.00 | 0.00 | 0.00 | 2.47 | 13.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/29/2015, Common starting date is 06/06/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOPFX (WELLS FARGO OPPORTUNITY FUND INVESTOR CLASS) |
-15.51%
Feb 2006 – Feb 2009 |
-6.54%
Sep 1997 – Sep 2002 |
-0.47%
Feb 1999 – Feb 2009 |
1.56%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOPFX (WELLS FARGO OPPORTUNITY FUND INVESTOR CLASS) |
27.39%
Feb 2009 – Feb 2012 |
23.19%
Feb 2009 – Feb 2014 |
11.78%
Jan 1991 – Jan 2001 |
9.02%
Jan 1991 – Jan 2006 |
Annualized Rolling Returns Comparison Chart