Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFPCX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS C) | 10.27% | 17.32% | 11.60% | 2.83% | 7.28% | 8.62% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFPCX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS C) | 08/06/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 17.32 | 11.60 | 2.83 | 7.28 | 8.62 | NA | … | … | 10.27 | 5.00 | 10.74 | 8.39 | -12.98 | 15.17 | 2.19 | 34.08 | -14.06 | 9.99 | 20.24 | -3.89 | 10.79 | 37.55 | 17.30 | -1.70 | 19.52 | 31.09 | -30.59 | -14.90 |
| Sharpe Ratio | NA | 1.04 | 0.60 | 0.01 | 0.29 | NA | NA | … | … | 1.44 | 0.13 | 0.60 | 0.35 | -0.62 | 0.79 | 0.05 | 2.85 | -1.07 | 1.23 | 1.39 | -0.28 | 0.98 | 3.29 | 1.17 | -0.07 | 0.97 | 1.11 | -0.83 | -1.50 |
| Standard Deviation(%) | NA | 13.93 | 14.33 | 17.33 | 19.10 | NA | NA | … | … | 15.67 | 16.75 | 11.93 | 13.73 | 23.15 | 19.14 | 39.27 | 11.43 | 14.50 | 7.60 | 14.38 | 13.79 | 11.03 | 11.41 | 14.91 | 25.26 | 19.95 | 27.98 | 37.93 | 23.70 |
| Draw Down(%) | NA | 9.71 | 18.62 | 25.11 | 43.84 | NA | NA | … | … | 9.71 | 15.39 | 7.81 | 13.48 | 18.34 | 13.80 | 43.84 | 5.21 | 22.17 | 3.84 | 10.09 | 11.75 | 8.62 | 5.02 | 11.10 | 25.39 | 18.42 | 26.88 | 44.60 | 18.90 |
| Yield(%) | 0.00 | 10.94 | 8.18 | 4.06 | 4.39 | 6.00 | 4.39 | … | … | 0.00 | 10.86 | 7.96 | 4.83 | 0.00 | 0.00 | 0.00 | 4.62 | 1.62 | 3.91 | 0.70 | 3.71 | 9.69 | 8.95 | 0.18 | 0.00 | 1.18 | 0.72 | 0.72 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFPCX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS C) |
-6.92%
Sep 2007 – Sep 2010 |
-0.73%
Mar 2015 – Mar 2020 |
5.22%
Apr 2015 – Apr 2025 |
5.69%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFPCX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS C) |
25.20%
Feb 2009 – Feb 2012 |
24.15%
Feb 2009 – Feb 2014 |
15.01%
Feb 2009 – Feb 2019 |
11.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart