Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
WECDX (WELLS FARGO ENDEAVOR SELECT FUND ADMINISTRATOR CLASS) | NA | 17.49% | 0.54% | 11.16% | 12.87% | 13.61% | NA | 10.15% |
Data as of 08/01/2024, AR inception is 04/12/2005
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
WECDX (WELLS FARGO ENDEAVOR SELECT FUND ADMINISTRATOR CLASS) | 04/12/2005 | 08/01/2024 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.26 | 17.49 | 0.54 | 11.16 | 12.87 | 13.61 | NA | 10.15 | 8.34 | 37.69 | -35.12 | 19.58 | 37.09 | 38.93 | 3.05 | 35.38 | -0.65 | 3.68 | 6.94 | 34.12 | 18.72 | -4.86 | 17.90 | 32.58 | -44.25 | 17.22 | 4.09 | 14.94 |
Sharpe Ratio | NA | 0.96 | -0.09 | 0.38 | 0.57 | NA | NA | 0.41 | 0.78 | 2.08 | -1.11 | 1.12 | 1.06 | 2.68 | 0.08 | 4.15 | -0.06 | 0.21 | 0.45 | 2.61 | 1.25 | -0.18 | 0.84 | 1.23 | -1.05 | 0.86 | 0.06 | 1.64 |
Standard Deviation(%) | NA | 14.28 | 23.15 | 24.76 | 20.66 | NA | NA | 21.71 | 14.19 | 16.23 | 33.12 | 17.52 | 34.49 | 14.01 | 20.75 | 8.41 | 14.44 | 17.17 | 15.53 | 13.04 | 15.04 | 27.40 | 21.17 | 26.41 | 42.85 | 16.53 | 13.16 | 11.46 |
Draw Down(%) | NA | 9.70 | 40.84 | 40.84 | 40.84 | NA | NA | 54.94 | 6.84 | 10.93 | 37.61 | 9.71 | 31.15 | 6.12 | 21.03 | 2.67 | 15.31 | 12.75 | 10.96 | 6.96 | 10.72 | 22.15 | 16.98 | 20.36 | 54.94 | 9.26 | 11.43 | 5.86 |
Yield(%) | 0.00 | 27.96 | 13.31 | 14.93 | 12.91 | 17.17 | 11.49 | 12.09 | 21.39 | 8.25 | 7.32 | 17.18 | 9.37 | 10.77 | 23.09 | 23.46 | 14.72 | 34.76 | 13.81 | 6.03 | 0.00 | 0.00 | 0.00 | 0.18 | 2.20 | 1.00 | 0.00 | 1.11 |
Data as of 08/01/2024, AR inception is 04/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WECDX (WELLS FARGO ENDEAVOR SELECT FUND ADMINISTRATOR CLASS) |
-15.50%
Feb 2006 - Feb 2009 |
-2.57%
Aug 2005 - Aug 2010 |
4.83%
Jan 2006 - Jan 2016 |
7.59%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WECDX (WELLS FARGO ENDEAVOR SELECT FUND ADMINISTRATOR CLASS) |
31.57%
Dec 2018 - Dec 2021 |
26.84%
Oct 2016 - Oct 2021 |
19.12%
Sep 2011 - Sep 2021 |
15.81%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart