Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STAEX (WELLS FARGO ENDEAVOR SELECT FUND CLASS A) | NA | 17.09% | 0.39% | 10.99% | 12.64% | 13.39% | 10.01% | … | … |
Data as of 08/01/2024, Common starting date is 12/29/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STAEX (WELLS FARGO ENDEAVOR SELECT FUND CLASS A) | 12/29/2000 | 08/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 17.09 | 0.39 | 10.99 | 12.64 | 13.39 | 10.01 | … | … | 8.06 | 37.62 | -35.15 | 19.38 | 36.81 | 38.62 | 2.78 | 35.26 | -0.80 | 3.26 | 6.65 | 33.72 | 18.49 | -5.03 | 17.84 | 32.22 | -44.38 | 16.89 | 3.89 | 10.22 | 16.80 | 37.05 | -23.51 | -20.10 | 0.00 |
| Sharpe Ratio | NA | 0.93 | -0.10 | 0.38 | 0.56 | NA | NA | … | … | 0.75 | 2.08 | -1.11 | 1.11 | 1.06 | 2.64 | 0.07 | 4.10 | -0.07 | 0.19 | 0.43 | 2.59 | 1.23 | -0.18 | 0.84 | 1.22 | -1.05 | 0.84 | 0.05 | 0.69 | 0.94 | 1.89 | -1.01 | -0.77 | NA |
| Standard Deviation(%) | NA | 14.22 | 23.11 | 24.73 | 20.64 | NA | NA | … | … | 14.12 | 16.19 | 33.07 | 17.48 | 34.44 | 14.12 | 20.73 | 8.48 | 14.37 | 17.22 | 15.48 | 13.01 | 15.10 | 27.45 | 21.06 | 26.41 | 42.85 | 16.55 | 13.19 | 11.64 | 16.94 | 19.26 | 24.31 | 29.50 | 0.00 |
| Draw Down(%) | NA | 9.69 | 40.85 | 40.85 | 40.85 | NA | NA | … | … | 7.08 | 10.77 | 37.61 | 9.67 | 31.25 | 6.13 | 21.15 | 2.72 | 15.34 | 12.89 | 11.05 | 7.02 | 10.72 | 22.27 | 16.71 | 20.39 | 55.02 | 9.31 | 11.46 | 8.27 | 14.64 | 11.32 | 32.43 | 39.25 | 0.00 |
| Yield(%) | 0.00 | 32.59 | 14.92 | 16.40 | 13.19 | 17.37 | 12.23 | … | … | 25.22 | 9.62 | 8.37 | 19.26 | 10.39 | 11.81 | 24.77 | 24.81 | 15.40 | 35.68 | 14.10 | 5.95 | 0.00 | 0.00 | 0.31 | 0.00 | 2.21 | 1.00 | 0.00 | 3.35 | 6.95 | 0.00 | 0.15 | 0.00 | 0.00 |
Data as of 08/01/2024, Common starting date is 12/29/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STAEX (WELLS FARGO ENDEAVOR SELECT FUND CLASS A) |
-15.73%
Feb 2006 – Feb 2009 |
-6.00%
Feb 2004 – Feb 2009 |
0.69%
Jan 2001 – Jan 2011 |
3.29%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STAEX (WELLS FARGO ENDEAVOR SELECT FUND CLASS A) |
31.31%
Dec 2018 – Dec 2021 |
26.60%
Oct 2016 – Oct 2021 |
18.85%
Sep 2011 – Sep 2021 |
15.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart