Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFSBX (SMALL COMPANY GROWTH FUND CLASS B) | NA | -28.75% | -14.29% | -0.76% | 0.83% | NA | NA | … | … |
Data as of 01/24/2017, Common starting date is 02/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFSBX (SMALL COMPANY GROWTH FUND CLASS B) | 02/04/2004 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -42.70 | -28.75 | -14.29 | -0.76 | 0.83 | NA | NA | … | … | 0.00 | 7.08 | -5.46 | 7.27 | 44.66 | 15.24 | -4.22 | 33.72 | 45.34 | -45.22 | 2.44 | 8.62 | 3.11 | 11.65 |
| Sharpe Ratio | NA | 1.14 | 0.17 | 0.63 | 0.25 | NA | NA | … | … | 0.00 | 0.35 | -0.32 | 0.44 | 3.09 | 0.87 | -0.13 | 1.47 | 1.51 | -1.15 | -0.03 | 0.30 | 0.06 | 0.67 |
| Standard Deviation(%) | NA | 18.42 | 17.87 | 17.25 | 24.47 | NA | NA | … | … | NA | 19.75 | 17.11 | 16.67 | 14.47 | 17.55 | 31.60 | 22.85 | 29.91 | 39.87 | 19.03 | 17.55 | 15.17 | 17.81 |
| Draw Down(%) | NA | 11.26 | 34.30 | 34.30 | 61.33 | NA | NA | … | … | 0.00 | 21.60 | 17.77 | 13.26 | 6.30 | 15.92 | 30.79 | 19.17 | 24.21 | 56.05 | 15.25 | 19.69 | 15.02 | 18.57 |
| Yield(%) | 0.00 | 0.00 | 2.03 | 3.65 | 3.36 | 4.00 | 3.00 | … | … | 0.00 | 0.00 | 0.73 | 5.33 | 8.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 16.42 | 17.08 | 7.73 | 0.64 |
Data as of 01/24/2017, 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 |
|---|---|---|---|---|
| WFSBX (SMALL COMPANY GROWTH FUND CLASS B) |
-21.60%
Feb 2006 – Feb 2009 |
-7.93%
Mar 2004 – Mar 2009 |
4.15%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSBX (SMALL COMPANY GROWTH FUND CLASS B) |
34.03%
Feb 2009 – Feb 2012 |
29.65%
Feb 2009 – Feb 2014 |
9.84%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart