Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFSVX (SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | NA | 8.64% | 2.69% | 5.50% | 6.36% | NA | NA | 3.18% |
Data as of 12/10/2019, AR inception is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFSVX (SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 08/06/2007 | 12/10/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.64 | 2.69 | 5.50 | 6.36 | NA | NA | 3.18 | 15.80 | -18.44 | 14.28 | 33.33 | -10.34 | 3.89 | 4.90 | 13.63 | -7.22 | 19.84 | 51.32 | -38.06 | -12.61 |
| Sharpe Ratio | NA | 0.45 | 0.09 | 0.31 | 0.33 | NA | NA | 0.11 | 1.02 | -1.16 | 1.22 | 1.87 | -0.66 | 0.28 | 0.27 | 0.81 | -0.25 | 0.90 | 1.63 | -0.87 | -0.90 |
| Standard Deviation(%) | NA | 16.10 | 14.60 | 15.58 | 18.21 | NA | NA | 23.41 | 15.13 | 17.03 | 11.23 | 17.59 | 15.75 | 13.90 | 18.02 | 16.99 | 28.86 | 21.83 | 31.42 | 44.58 | 34.26 |
| Draw Down(%) | NA | 11.97 | 28.12 | 28.12 | 29.25 | NA | NA | 63.33 | 11.97 | 28.12 | 5.24 | 12.40 | 17.64 | 14.72 | 16.25 | 13.64 | 26.73 | 15.48 | 25.27 | 55.97 | 24.37 |
| Yield(%) | 0.00 | 33.33 | 15.93 | 15.19 | 10.91 | 5.71 | 4.28 | 7.14 | 10.27 | 16.39 | 27.51 | 13.62 | 25.47 | 17.18 | 0.72 | 5.18 | 1.25 | 1.09 | 0.00 | 0.00 | 0.00 |
Data as of 12/10/2019, AR inception is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSVX (SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
-6.22%
Oct 2007 - Oct 2010 |
-1.35%
Oct 2007 - Oct 2012 |
3.21%
Oct 2007 - Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSVX (SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
29.22%
Feb 2009 - Feb 2012 |
20.19%
Feb 2009 - Feb 2014 |
12.29%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart