Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
STDIX (WELLS FARGO DISCOVERY FUND INVESTOR CLASS) | NA | 1.88% | 13.42% | 13.09% | 9.71% | 9.35% | NA | 6.87% |
Data as of 10/29/2015, AR inception is 11/21/1995
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
STDIX (WELLS FARGO DISCOVERY FUND INVESTOR CLASS) | 11/21/1995 | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.08 | 1.88 | 13.42 | 13.09 | 9.71 | 9.35 | NA | 6.87 | -1.03 | 0.49 | 42.40 | 15.77 | 0.64 | 35.03 | 38.33 | -43.62 | 21.93 | 13.02 | 7.24 | 15.69 | 39.05 | -11.22 | 2.75 | 3.97 | 3.84 | 5.59 | -2.58 | -7.96 | -8.27 |
Sharpe Ratio | NA | 0.11 | 0.85 | 0.64 | 0.37 | NA | NA | 0.22 | -0.07 | 0.03 | 2.97 | 0.92 | 0.02 | 1.49 | 1.27 | -1.05 | 1.04 | 0.56 | 0.35 | 0.81 | 1.97 | -0.59 | 0.02 | -0.01 | 0.04 | 0.13 | -0.31 | -0.71 | -1.57 |
Standard Deviation(%) | NA | 16.72 | 16.36 | 20.41 | 24.49 | NA | NA | 21.88 | 17.20 | 17.72 | 14.29 | 17.29 | 31.43 | 23.51 | 30.21 | 42.44 | 18.32 | 17.53 | 14.37 | 18.22 | 19.44 | 20.95 | 22.12 | 21.17 | 14.58 | 17.07 | 19.44 | 16.11 | 38.33 |
Draw Down(%) | NA | 16.07 | 16.07 | 27.22 | 56.29 | NA | NA | 56.29 | 16.07 | 15.40 | 4.72 | 12.77 | 27.22 | 15.59 | 21.44 | 55.00 | 11.27 | 17.62 | 12.72 | 19.67 | 10.15 | 24.44 | 26.55 | 18.16 | 23.94 | 29.00 | 23.09 | 22.05 | 13.14 |
Yield(%) | 0.00 | 7.88 | 8.03 | 6.80 | 6.69 | 6.92 | 4.80 | 5.05 | 0.00 | 7.78 | 8.54 | 6.26 | 4.10 | 0.17 | 0.00 | 0.00 | 18.24 | 5.60 | 11.82 | 6.10 | 1.90 | 3.63 | 0.00 | 15.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/29/2015, AR inception is 11/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
STDIX (WELLS FARGO DISCOVERY FUND INVESTOR CLASS) |
-13.66%
Feb 2006 - Feb 2009 |
-4.53%
Sep 1997 - Sep 2002 |
2.21%
Jan 1999 - Jan 2009 |
5.81%
Dec 1995 - Dec 2010 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
STDIX (WELLS FARGO DISCOVERY FUND INVESTOR CLASS) |
34.40%
Feb 2009 - Feb 2012 |
29.15%
Feb 2009 - Feb 2014 |
12.78%
Mar 2003 - Mar 2013 |
11.26%
Oct 1999 - Oct 2014 |
Annualized Rolling Returns Comparison Chart