Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFSAX (Wells Fargo Advantage Small Company Growth Clas) | 8.83% | 21.51% | 11.72% | 3.60% | 10.27% | 9.72% | 8.57% | … | … |
Data as of 06/03/2026, Common starting date is 02/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFSAX (Wells Fargo Advantage Small Company Growth Clas) | 02/04/2004 | 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 21.51 | 11.72 | 3.60 | 10.27 | 9.72 | 8.57 | … | … | 8.83 | 8.06 | 7.83 | 17.90 | -24.43 | 14.61 | 28.23 | 26.18 | -3.92 | 20.18 | 7.30 | -4.76 | 8.14 | 45.60 | 16.11 | -3.50 | 34.91 | 46.47 | -44.80 | 2.82 | 9.71 | 3.88 | 12.34 |
| Sharpe Ratio | NA | 1.13 | 0.46 | 0.04 | 0.38 | NA | NA | … | … | 0.94 | 0.22 | 0.23 | 0.81 | -0.85 | 0.77 | 0.72 | 1.44 | -0.26 | 1.62 | 0.36 | -0.28 | 0.49 | 3.15 | 0.92 | -0.11 | 1.53 | 1.55 | -1.14 | -0.02 | 0.36 | 0.11 | 0.71 |
| Standard Deviation(%) | NA | 19.04 | 20.15 | 22.25 | 22.80 | NA | NA | … | … | 21.52 | 23.20 | 18.08 | 17.84 | 30.66 | 18.96 | 38.56 | 17.21 | 20.80 | 12.08 | 19.95 | 17.10 | 16.68 | 14.47 | 17.55 | 31.58 | 22.79 | 29.92 | 39.87 | 19.08 | 17.56 | 15.18 | 17.81 |
| Draw Down(%) | NA | 14.39 | 27.19 | 32.78 | 42.77 | NA | NA | … | … | 14.39 | 25.93 | 10.24 | 17.02 | 30.08 | 10.39 | 42.77 | 10.44 | 28.10 | 6.18 | 21.55 | 17.49 | 13.09 | 6.24 | 15.78 | 30.66 | 18.89 | 24.15 | 55.74 | 15.40 | 19.55 | 14.83 | 18.38 |
| Yield(%) | 0.00 | 12.54 | 11.11 | 12.12 | 14.39 | 14.01 | 11.21 | … | … | 0.00 | 12.14 | 14.96 | 6.80 | 7.68 | 44.21 | 17.43 | 10.16 | 8.10 | 0.00 | 0.00 | 0.66 | 4.86 | 8.03 | 0.00 | 0.00 | 0.19 | 0.00 | 0.00 | 15.98 | 16.83 | 7.69 | 0.64 |
Data as of 06/03/2026, Common starting date is 02/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSAX (Wells Fargo Advantage Small Company Growth Clas) |
-21.06%
Feb 2006 – Feb 2009 |
-7.26%
Mar 2004 – Mar 2009 |
4.93%
Feb 2006 – Feb 2016 |
6.74%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSAX (Wells Fargo Advantage Small Company Growth Clas) |
35.12%
Feb 2009 – Feb 2012 |
30.66%
Feb 2009 – Feb 2014 |
18.65%
Feb 2009 – Feb 2019 |
15.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart