Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFGIX (Credit Suisse Large Cap Value A) | NA | 5.60% | -11.11% | -2.98% | -0.61% | NA | NA | 4.77% |
Data as of 11/09/2010, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFGIX (Credit Suisse Large Cap Value A) | 06/21/1996 | 11/09/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.60 | -11.11 | -2.98 | -0.61 | NA | NA | 4.77 | 3.57 | 27.23 | -36.13 | -16.34 | 19.15 | 8.19 | 11.99 | 24.59 | -16.21 | -6.63 | -1.22 | 10.42 | 18.65 | 32.66 | 12.86 |
| Sharpe Ratio | NA | 0.27 | -0.31 | -0.15 | -0.08 | NA | NA | -0.02 | 0.19 | 0.84 | -0.87 | -0.71 | 1.65 | 0.54 | 1.02 | 1.64 | -0.78 | -0.48 | -0.26 | 0.48 | 0.87 | -1.52 | 2.19 |
| Standard Deviation(%) | NA | 20.22 | 37.10 | 31.02 | 26.23 | NA | NA | 21.68 | 21.12 | 32.18 | 42.35 | 27.29 | 9.65 | 11.12 | 10.83 | 14.61 | 22.32 | 19.03 | 20.12 | 15.14 | 17.72 | 14.81 | 10.16 |
| Draw Down(%) | NA | 18.17 | 63.26 | 64.98 | 64.98 | NA | NA | 64.98 | 18.17 | 31.28 | 51.48 | 24.61 | 7.29 | 7.04 | 6.95 | 11.66 | 27.73 | 20.37 | 12.04 | 14.28 | 18.17 | 9.98 | 5.68 |
| Yield(%) | 0.00 | 0.87 | 0.83 | 7.32 | 5.06 | 7.58 | 5.68 | 8.12 | 0.60 | 1.33 | 1.17 | 1.30 | 23.73 | 13.26 | 8.02 | 3.86 | 2.41 | 7.74 | 0.57 | 3.47 | 11.65 | 6.16 | 11.11 |
Data as of 11/09/2010, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFGIX (Credit Suisse Large Cap Value A) |
-21.05%
Feb 2006 - Feb 2009 |
-9.92%
Feb 2004 - Feb 2009 |
-4.13%
Feb 1999 - Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFGIX (Credit Suisse Large Cap Value A) |
25.38%
Jul 1996 - Jul 1999 |
14.89%
Sep 2002 - Sep 2007 |
9.56%
Aug 1996 - Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart