Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFHHX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS R) | NA | 12.25% | 16.60% | 9.03% | NA | NA | NA | … | … |
Data as of 06/30/2023, Common starting date is 10/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFHHX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS R) | 10/01/2015 | 06/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.25 | 16.60 | 9.03 | NA | NA | NA | … | … | 3.59 | -5.20 | 16.51 | 2.67 | 29.74 | -15.43 | 10.55 | 20.86 | 2.47 |
| Sharpe Ratio | NA | 0.49 | 0.85 | 0.34 | NA | NA | NA | … | … | 0.20 | -0.31 | 0.88 | 0.06 | 2.37 | -1.14 | 1.32 | 1.43 | 0.72 |
| Standard Deviation(%) | NA | 17.88 | 18.17 | 22.69 | NA | NA | NA | … | … | 14.38 | 21.40 | 18.78 | 38.99 | 12.08 | 14.74 | 7.54 | 14.40 | 14.20 |
| Draw Down(%) | NA | 14.01 | 18.02 | 43.83 | NA | NA | NA | … | … | 11.00 | 18.02 | 13.18 | 43.83 | 5.19 | 23.46 | 3.72 | 10.04 | 7.04 |
| Yield(%) | 0.00 | 8.20 | 8.20 | 5.74 | 4.58 | 3.05 | 2.29 | … | … | 0.00 | 7.15 | 11.25 | 0.10 | 4.83 | 1.90 | 4.39 | 1.51 | 4.45 |
Data as of 06/30/2023, Common starting date is 10/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFHHX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS R) |
-4.86%
Mar 2017 – Mar 2020 |
5.76%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFHHX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS R) |
22.50%
Mar 2020 – Mar 2023 |
12.50%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart