Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFPRX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS R6) | 3.39% | 9.18% | 11.09% | 14.46% | 9.33% | NA | NA | 10.51% |
Data as of 07/03/2025, AR inception is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFPRX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS R6) | 07/02/2013 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.70 | 9.18 | 11.09 | 14.46 | 9.33 | NA | NA | 10.51 | 3.39 | 12.05 | 9.65 | -4.57 | 28.69 | 3.36 | 35.68 | -13.04 | 11.27 | 21.67 | -2.71 | 12.12 | 18.06 |
| Sharpe Ratio | NA | 0.36 | 0.47 | 0.75 | 0.42 | NA | NA | 0.53 | 0.19 | 0.71 | 0.44 | -0.28 | 1.82 | 0.08 | 2.99 | -1.00 | 1.41 | 1.49 | -0.20 | 1.09 | 3.96 |
| Standard Deviation(%) | NA | 16.61 | 15.70 | 16.81 | 18.73 | NA | NA | 17.65 | 19.78 | 11.93 | 13.74 | 21.42 | 15.76 | 39.28 | 11.44 | 14.52 | 7.56 | 14.37 | 13.77 | 11.06 | 9.94 |
| Draw Down(%) | NA | 18.27 | 18.27 | 18.27 | 43.78 | NA | NA | 43.78 | 15.19 | 7.75 | 13.22 | 17.62 | 7.26 | 43.78 | 5.12 | 21.36 | 3.59 | 9.98 | 11.48 | 8.51 | 4.35 |
| Yield(%) | 0.00 | 7.92 | 7.71 | 9.07 | 6.66 | 6.36 | 4.77 | 7.96 | 0.00 | 8.41 | 5.80 | 7.71 | 11.82 | 0.77 | 5.53 | 2.41 | 4.76 | 1.82 | 4.21 | 10.06 | 8.14 |
Data as of 07/03/2025, AR inception is 07/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFPRX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS R6) |
-4.22%
Mar 2017 - Mar 2020 |
0.45%
Mar 2015 - Mar 2020 |
8.39%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFPRX (WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS R6) |
23.30%
Mar 2020 - Mar 2023 |
17.50%
Mar 2020 - Mar 2025 |
10.34%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart