Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFMIX (WELLS FARGO SPECIAL MID CAP VALUE FUND INSTITUTIONAL CLASS) | -3.14% | -7.11% | 0.90% | 8.22% | 5.38% | 8.92% | 7.91% | 7.82% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFMIX (WELLS FARGO SPECIAL MID CAP VALUE FUND INSTITUTIONAL CLASS) | 04/12/2005 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 04/12/2005.
AR inception is since 04/12/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | -7.11 | 0.90 | 8.22 | 5.38 | 8.92 | 7.91 | 7.82 | -3.14 | 3.90 | 4.91 | -11.34 | 17.39 | 3.27 | 35.52 | -13.12 | 11.16 | 21.58 | -2.79 | 12.04 | 39.12 | 18.76 | -0.56 | 20.68 | 32.39 | -29.70 | -4.56 | 18.78 | 9.66 |
| Sharpe Ratio | NA | -0.77 | -0.20 | 0.28 | 0.19 | NA | NA | 0.33 | -0.53 | -0.20 | 0.05 | -0.56 | 0.93 | 0.08 | 2.98 | -1.00 | 1.40 | 1.49 | -0.21 | 1.09 | 3.41 | 1.27 | -0.02 | 1.03 | 1.15 | -0.81 | -0.54 | 1.74 | 1.09 |
| Standard Deviation(%) | NA | 17.55 | 17.64 | 19.01 | 19.27 | NA | NA | 19.78 | 21.98 | 13.54 | 14.18 | 22.89 | 18.70 | 39.30 | 11.45 | 14.54 | 7.57 | 14.36 | 13.73 | 11.06 | 11.46 | 14.90 | 25.27 | 19.96 | 28.09 | 37.88 | 13.95 | 8.98 | 10.29 |
| Draw Down(%) | NA | 24.17 | 24.17 | 24.17 | 43.80 | NA | NA | 52.62 | 15.19 | 13.71 | 13.25 | 17.68 | 12.98 | 43.80 | 5.12 | 21.42 | 3.62 | 9.95 | 11.48 | 8.49 | 4.92 | 10.88 | 25.05 | 18.35 | 26.77 | 44.28 | 13.44 | 6.22 | 5.95 |
| Yield(%) | 0.00 | 0.00 | 0.75 | 0.98 | 2.32 | 4.84 | 5.01 | 4.93 | 0.00 | 0.00 | 1.32 | 0.90 | 0.61 | 0.68 | 5.42 | 2.31 | 4.67 | 1.75 | 4.17 | 10.01 | 9.33 | 1.02 | 0.55 | 1.88 | 1.57 | 1.07 | 9.55 | 7.68 | 15.85 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFMIX (WELLS FARGO SPECIAL MID CAP VALUE FUND INSTITUTIONAL CLASS) |
-13.28%
Feb 2006 - Feb 2009 |
-0.35%
Sep 2006 - Sep 2011 |
5.28%
Apr 2015 - Apr 2025 |
7.64%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFMIX (WELLS FARGO SPECIAL MID CAP VALUE FUND INSTITUTIONAL CLASS) |
26.51%
Feb 2009 - Feb 2012 |
25.54%
Feb 2009 - Feb 2014 |
16.29%
Feb 2009 - Feb 2019 |
12.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart