Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFPAX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS A) | 2.20% | -4.34% | 1.72% | 6.72% | 5.78% | 9.20% | NA | 6.84% |
Data as of 08/01/2025, AR inception is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFPAX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS A) | 08/06/2007 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.99 | -4.34 | 1.72 | 6.72 | 5.78 | 9.20 | NA | 6.84 | 2.20 | 4.69 | 4.40 | -11.84 | 16.70 | 2.93 | 35.09 | -13.42 | 10.82 | 21.15 | -3.17 | 11.61 | 38.60 | 18.15 | -0.95 | 20.51 | 31.89 | -30.01 | -14.98 |
| Sharpe Ratio | NA | -0.14 | 0.01 | 0.32 | 0.25 | NA | NA | 0.27 | 0.35 | -0.14 | 0.01 | -0.58 | 0.89 | 0.07 | 2.95 | -1.02 | 1.35 | 1.45 | -0.23 | 1.05 | 3.37 | 1.22 | -0.04 | 1.02 | 1.14 | -0.81 | -1.50 |
| Standard Deviation(%) | NA | 17.96 | 16.97 | 18.11 | 19.37 | NA | NA | 20.81 | 19.32 | 13.70 | 14.22 | 22.97 | 18.83 | 39.28 | 11.44 | 14.55 | 7.58 | 14.40 | 13.78 | 11.06 | 11.45 | 14.93 | 25.23 | 19.95 | 27.96 | 37.92 | 23.68 |
| Draw Down(%) | NA | 23.44 | 23.44 | 23.44 | 43.81 | NA | NA | 56.19 | 15.26 | 13.47 | 13.32 | 17.88 | 13.24 | 43.81 | 5.15 | 21.65 | 3.70 | 10.02 | 11.57 | 8.55 | 4.96 | 10.96 | 25.16 | 18.27 | 26.75 | 44.44 | 19.08 |
| Yield(%) | 0.00 | 0.96 | 0.91 | 0.86 | 2.18 | 4.69 | 2.91 | 3.42 | 0.00 | 1.08 | 1.04 | 0.65 | 0.26 | 0.37 | 5.17 | 2.02 | 4.39 | 1.31 | 3.86 | 10.07 | 9.19 | 0.91 | 0.15 | 1.78 | 1.23 | 1.02 | 0.00 |
Data as of 08/01/2025, AR inception is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFPAX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS A) |
-6.35%
Sep 2007 - Sep 2010 |
0.02%
Mar 2015 - Mar 2020 |
4.98%
Apr 2015 - Apr 2025 |
6.49%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFPAX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS A) |
26.15%
Feb 2009 - Feb 2012 |
25.10%
Feb 2009 - Feb 2014 |
15.88%
Feb 2009 - Feb 2019 |
12.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart