Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/22/2013.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
WFAGX (Aberdeen US Equity II A) | NA | 11.98% | 13.82% | 4.88% | 8.36% | 6.41% | NA | 8.41% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
WFAGX (Aberdeen US Equity II A) | 06/21/1996 | 02/22/2013 |
The return data shown below all have the same latest date: 02/22/2013.
AR inception is since 06/21/1996.
AR inception is since 06/21/1996.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.53 | 11.98 | 13.82 | 4.88 | 8.36 | 6.41 | NA | 8.41 | 5.83 | 15.64 | 3.33 | 18.20 | 21.76 | -35.71 | -2.85 | 11.80 | 8.21 | 22.02 | 25.21 | -7.61 | 11.11 | 26.97 | 1.60 | -4.61 | 26.05 | 8.87 |
Sharpe Ratio | NA | 0.94 | 0.68 | 0.16 | 0.30 | NA | NA | 0.18 | 5.03 | 1.24 | 0.14 | 0.78 | 0.62 | -0.85 | -0.29 | 0.66 | 0.43 | 1.53 | 1.73 | -0.39 | 0.49 | 1.17 | -0.14 | -0.48 | -2.93 | 1.68 |
Standard Deviation(%) | NA | 12.69 | 20.25 | 29.52 | 23.83 | NA | NA | 20.96 | 9.68 | 12.68 | 23.59 | 23.16 | 35.03 | 42.96 | 20.65 | 12.96 | 14.05 | 13.79 | 14.21 | 22.22 | 18.13 | 19.65 | 11.88 | 16.57 | 9.93 | 8.31 |
Draw Down(%) | NA | 11.59 | 21.10 | 54.45 | 60.39 | NA | NA | 60.39 | 2.03 | 11.59 | 18.60 | 21.10 | 31.09 | 50.19 | 15.76 | 9.58 | 9.95 | 7.54 | 12.18 | 27.78 | 17.94 | 9.99 | 13.27 | 31.77 | 6.55 | 8.15 |
Yield(%) | 0.00 | 0.62 | 0.66 | 0.35 | 10.75 | 7.83 | 8.20 | 10.25 | 0.00 | 0.67 | 0.79 | 0.23 | 0.00 | 0.04 | 36.56 | 17.46 | 10.97 | 10.57 | 6.01 | 7.86 | 13.97 | 17.28 | 9.89 | 0.39 | 7.09 | 4.47 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WFAGX (Aberdeen US Equity II A) |
-19.08%
Feb 2006 - Feb 2009 |
-6.95%
Feb 2004 - Feb 2009 |
3.15%
Feb 1999 - Feb 2009 |
6.05%
Sep 1997 - Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WFAGX (Aberdeen US Equity II A) |
27.84%
Feb 2009 - Feb 2012 |
15.95%
Feb 2000 - Feb 2005 |
12.17%
Jul 1996 - Jul 2006 |
8.21%
Jul 1996 - Jul 2011 |
Annualized Rolling Returns Comparison Chart