Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STMFX (WELLS FARGO LARGE CAP GROWTH FUND CLASS R) | NA | 24.17% | 6.29% | 9.25% | 11.93% | NA | NA | … | … |
Data as of 06/30/2023, Common starting date is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STMFX (WELLS FARGO LARGE CAP GROWTH FUND CLASS R) | 06/18/2012 | 06/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.17 | 6.29 | 9.25 | 11.93 | NA | NA | … | … | 25.09 | -31.23 | -1.35 | 31.84 | 19.81 | -23.64 | 7.11 | -7.71 | -1.50 | 4.38 | 29.84 | 2.17 |
| Sharpe Ratio | NA | 0.95 | 0.22 | 0.32 | 0.54 | NA | NA | … | … | 3.31 | -1.06 | -0.05 | 0.86 | -0.18 | -1.31 | -0.52 | -2.62 | -1.10 | -0.95 | 0.88 | -0.87 |
| Standard Deviation(%) | NA | 21.93 | 23.48 | 25.76 | 20.93 | NA | NA | … | … | 16.01 | 30.88 | 25.21 | 36.71 | 18.63 | 34.49 | 23.25 | 15.92 | 18.19 | 14.95 | 12.82 | 15.31 |
| Draw Down(%) | NA | 18.83 | 36.76 | 36.76 | 36.76 | NA | NA | … | … | 7.47 | 34.36 | 20.92 | 32.97 | 10.60 | 41.43 | 19.45 | 14.98 | 12.30 | 9.14 | 5.79 | 10.05 |
| Yield(%) | 0.00 | 11.01 | 13.64 | 13.46 | 14.01 | 10.55 | 7.91 | … | … | 0.00 | 7.63 | 17.00 | 16.67 | 12.12 | 24.77 | 25.03 | 5.21 | 5.56 | 4.74 | 3.99 | 0.04 |
Data as of 06/30/2023, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMFX (WELLS FARGO LARGE CAP GROWTH FUND CLASS R) |
1.51%
Dec 2019 – Dec 2022 |
6.37%
Feb 2018 – Feb 2023 |
9.84%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMFX (WELLS FARGO LARGE CAP GROWTH FUND CLASS R) |
26.26%
Dec 2018 – Dec 2021 |
21.84%
Oct 2016 – Oct 2021 |
12.18%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart