Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFSIX (Wells Fargo Advantage Small Cap Growth I ) | NA | -16.51% | 9.52% | 0.49% | NA | NA | NA | 5.66% |
Data as of 10/20/2011, AR inception is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFSIX (Wells Fargo Advantage Small Cap Growth I ) | 04/13/2005 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -16.51 | 9.52 | 0.49 | NA | NA | NA | 5.66 | -27.16 | 27.19 | 51.56 | -39.56 | 13.56 | 22.88 | 17.50 |
| Sharpe Ratio | NA | -0.47 | 0.26 | -0.01 | NA | NA | NA | 0.13 | -0.93 | 1.13 | 1.55 | -0.93 | 0.58 | 1.13 | 1.54 |
| Standard Deviation(%) | NA | 35.36 | 36.58 | 33.80 | NA | NA | NA | 29.00 | 35.09 | 24.02 | 33.26 | 43.44 | 18.27 | 17.35 | 14.76 |
| Draw Down(%) | NA | 35.27 | 35.27 | 58.31 | NA | NA | NA | 58.31 | 35.27 | 22.36 | 26.06 | 54.24 | 12.04 | 18.50 | 7.37 |
| Yield(%) | 0.00 | 5.63 | 2.95 | 6.58 | 5.00 | 3.33 | 2.50 | 8.33 | 0.00 | 6.12 | 0.00 | 0.00 | 17.41 | 12.62 | 8.44 |
Data as of 10/20/2011, AR inception is 04/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSIX (Wells Fargo Advantage Small Cap Growth I ) |
-13.19%
Feb 2006 - Feb 2009 |
1.39%
Sep 2006 - Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSIX (Wells Fargo Advantage Small Cap Growth I ) |
14.82%
May 2005 - May 2008 |
10.21%
Dec 2005 - Dec 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart