Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFMDX (WELLS FARGO SPECIAL MID CAP VALUE FUND ADMINISTRATOR CLASS) | 10.92% | 18.66% | 12.61% | 4.01% | 8.24% | 9.75% | 8.32% | … | … |
Data as of 06/04/2026, Common starting date is 04/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFMDX (WELLS FARGO SPECIAL MID CAP VALUE FUND ADMINISTRATOR CLASS) | 04/12/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.36 | 18.66 | 12.61 | 4.01 | 8.24 | 9.75 | 8.32 | … | … | 10.92 | 5.89 | 11.67 | 9.25 | -11.63 | 17.01 | 3.02 | 35.17 | -13.32 | 10.89 | 21.25 | -3.03 | 11.80 | 38.78 | 18.30 | -0.81 | 20.45 | 32.13 | -29.97 | -4.82 | 18.47 | 9.46 |
| Sharpe Ratio | NA | 1.11 | 0.67 | 0.08 | 0.35 | NA | NA | … | … | 1.51 | 0.18 | 0.67 | 0.41 | -0.57 | 0.91 | 0.07 | 2.95 | -1.02 | 1.35 | 1.46 | -0.22 | 1.07 | 3.40 | 1.24 | -0.03 | 1.02 | 1.14 | -0.81 | -0.57 | 1.68 | 1.06 |
| Standard Deviation(%) | NA | 13.92 | 14.34 | 17.18 | 19.04 | NA | NA | … | … | 15.66 | 16.77 | 11.93 | 13.75 | 22.91 | 18.74 | 39.30 | 11.44 | 14.53 | 7.59 | 14.39 | 13.76 | 11.02 | 11.39 | 14.87 | 25.29 | 20.00 | 28.04 | 37.97 | 13.95 | 8.98 | 10.24 |
| Draw Down(%) | NA | 9.66 | 18.38 | 22.99 | 43.80 | NA | NA | … | … | 9.66 | 15.25 | 7.76 | 13.30 | 17.83 | 13.08 | 43.80 | 5.13 | 21.59 | 3.67 | 10.03 | 11.55 | 8.52 | 4.94 | 10.93 | 25.15 | 18.36 | 26.80 | 44.40 | 13.53 | 6.32 | 5.95 |
| Yield(%) | 0.00 | 10.70 | 8.40 | 4.43 | 4.97 | 6.95 | 6.18 | … | … | 0.00 | 10.65 | 8.13 | 5.49 | 0.66 | 0.30 | 0.38 | 5.10 | 1.98 | 4.45 | 1.39 | 4.06 | 9.83 | 9.09 | 1.04 | 0.23 | 1.67 | 1.25 | 0.86 | 9.29 | 7.50 | 15.74 |
Data as of 06/04/2026, Common starting date is 04/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFMDX (WELLS FARGO SPECIAL MID CAP VALUE FUND ADMINISTRATOR CLASS) |
-13.53%
Feb 2006 – Feb 2009 |
-0.61%
Sep 2006 – Sep 2011 |
6.25%
Apr 2015 – Apr 2025 |
7.35%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFMDX (WELLS FARGO SPECIAL MID CAP VALUE FUND ADMINISTRATOR CLASS) |
26.24%
Feb 2009 – Feb 2012 |
25.22%
Feb 2009 – Feb 2014 |
15.99%
Feb 2009 – Feb 2019 |
13.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart