Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFCVX (SMALL/MID CAP VALUE FUND CLASS C) | NA | -8.73% | -3.50% | -1.20% | NA | NA | NA | … | … |
Data as of 01/26/2016, Common starting date is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFCVX (SMALL/MID CAP VALUE FUND CLASS C) | 08/06/2007 | 01/26/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.57 | -8.73 | -3.50 | -1.20 | NA | NA | NA | … | … | -6.60 | -7.37 | -31.90 | 5.63 | 10.27 | -9.37 | 17.46 | 59.64 | -44.29 | -9.70 |
| Sharpe Ratio | NA | -0.67 | -0.47 | -0.24 | NA | NA | NA | … | … | -2.81 | -0.49 | -0.88 | 0.33 | 0.57 | -0.34 | 0.79 | 1.87 | -1.05 | -0.87 |
| Standard Deviation(%) | NA | 15.76 | 33.89 | 37.95 | NA | NA | NA | … | … | 23.53 | 15.19 | 36.43 | 16.92 | 18.15 | 27.96 | 21.89 | 31.79 | 42.78 | 28.64 |
| Draw Down(%) | NA | 19.05 | 51.33 | 51.33 | NA | NA | NA | … | … | 10.87 | 16.05 | 45.02 | 12.76 | 14.74 | 26.78 | 17.41 | 26.63 | 59.09 | 23.05 |
| Yield(%) | 0.00 | 1.88 | 11.13 | 7.00 | 3.32 | 2.21 | 1.66 | … | … | 0.00 | 1.82 | 25.28 | 6.59 | 0.00 | 0.00 | 0.22 | 0.34 | 0.00 | 0.00 |
Data as of 01/26/2016, Common starting date is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFCVX (SMALL/MID CAP VALUE FUND CLASS C) |
-8.02%
Oct 2007 – Oct 2010 |
-2.61%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFCVX (SMALL/MID CAP VALUE FUND CLASS C) |
30.75%
Feb 2009 – Feb 2012 |
22.39%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart