Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
WFCDX (WELLS FARGO CAPITAL GROWTH FUND ADMINISTRATOR CLASS) | NA | 23.34% | 20.23% | 12.93% | 13.50% | NA | NA | 9.67% |
Data as of 12/10/2019, AR inception is 04/12/2005
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
WFCDX (WELLS FARGO CAPITAL GROWTH FUND ADMINISTRATOR CLASS) | 04/12/2005 | 12/10/2019 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 23.34 | 20.23 | 12.93 | 13.50 | NA | NA | 9.67 | 28.66 | 1.52 | 34.66 | 1.23 | 1.86 | 7.62 | 38.10 | 16.15 | -5.46 | 17.19 | 35.16 | -45.44 | 18.54 | 4.90 | 14.41 |
Sharpe Ratio | NA | 1.42 | 1.25 | 0.79 | 0.75 | NA | NA | 0.41 | 2.14 | 0.01 | 4.11 | 0.07 | 0.11 | 0.49 | 2.86 | 1.10 | -0.20 | 0.80 | 1.33 | -1.08 | 0.92 | 0.12 | 1.56 |
Standard Deviation(%) | NA | 15.45 | 15.13 | 15.51 | 17.43 | NA | NA | 20.45 | 13.61 | 20.96 | 8.33 | 14.52 | 17.04 | 15.60 | 13.33 | 14.82 | 27.45 | 21.37 | 26.34 | 42.80 | 17.02 | 13.13 | 11.54 |
Draw Down(%) | NA | 11.66 | 21.18 | 21.18 | 23.54 | NA | NA | 55.39 | 5.86 | 21.18 | 3.09 | 14.92 | 14.11 | 10.59 | 7.05 | 10.80 | 23.54 | 17.28 | 19.28 | 54.70 | 9.57 | 12.04 | 5.19 |
Yield(%) | 0.00 | 18.27 | 29.97 | 19.43 | 18.55 | 12.01 | 9.01 | 12.87 | 15.74 | 55.30 | 16.29 | 2.81 | 12.89 | 27.38 | 12.63 | 1.96 | 0.00 | 0.00 | 0.33 | 2.62 | 5.91 | 0.57 | 3.14 |
Data as of 12/10/2019, 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 |
---|---|---|---|---|
WFCDX (WELLS FARGO CAPITAL GROWTH FUND ADMINISTRATOR CLASS) |
-15.61%
Feb 2006 - Feb 2009 |
-2.39%
Aug 2005 - Aug 2010 |
4.90%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WFCDX (WELLS FARGO CAPITAL GROWTH FUND ADMINISTRATOR CLASS) |
23.82%
Feb 2009 - Feb 2012 |
22.47%
Feb 2009 - Feb 2014 |
16.63%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart