Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFTBX (SPECIALIZED TECHNOLOGY FUND CLASS B) | NA | -25.08% | -7.55% | 3.30% | 4.14% | 4.96% | NA | … | … |
Data as of 01/24/2017, Common starting date is 10/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFTBX (SPECIALIZED TECHNOLOGY FUND CLASS B) | 10/04/2000 | 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 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -34.18 | -25.08 | -7.55 | 3.30 | 4.14 | 4.96 | NA | … | … | 0.00 | 3.04 | 4.14 | 11.64 | 42.03 | 11.53 | -10.90 | 26.16 | 57.29 | -45.38 | 27.59 | 5.35 | 7.39 | 17.07 | 71.19 | -41.73 | -38.77 | -30.30 |
| Sharpe Ratio | NA | 0.84 | 0.36 | 0.74 | 0.36 | NA | NA | … | … | 0.00 | 0.17 | 0.22 | 0.69 | 2.80 | 0.75 | -0.42 | 1.16 | 2.16 | -1.17 | 1.21 | 0.13 | 0.35 | 0.78 | 2.60 | -1.23 | -0.93 | -1.69 |
| Standard Deviation(%) | NA | 14.59 | 16.96 | 16.46 | 22.84 | NA | NA | … | … | NA | 16.14 | 18.45 | 16.78 | 15.01 | 15.46 | 25.76 | 22.41 | 26.50 | 39.30 | 20.39 | 15.80 | 14.75 | 20.64 | 27.14 | 34.85 | 44.66 | 48.54 |
| Draw Down(%) | NA | 8.13 | 18.33 | 18.33 | 55.97 | NA | NA | … | … | 0.00 | 14.82 | 15.06 | 11.26 | 5.24 | 14.05 | 24.71 | 14.13 | 17.82 | 53.34 | 12.08 | 20.95 | 15.20 | 22.10 | 16.48 | 54.32 | 61.13 | 34.99 |
| Yield(%) | 0.00 | 0.00 | 9.24 | 9.70 | 6.52 | 5.99 | 1.88 | … | … | 0.00 | 0.00 | 14.32 | 13.76 | 7.12 | 3.37 | 4.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/24/2017, Common starting date is 10/04/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFTBX (SPECIALIZED TECHNOLOGY FUND CLASS B) |
-16.87%
Nov 2000 – Nov 2003 |
-6.84%
Nov 2000 – Nov 2005 |
0.14%
Nov 2000 – Nov 2010 |
3.22%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFTBX (SPECIALIZED TECHNOLOGY FUND CLASS B) |
32.40%
Mar 2003 – Mar 2006 |
26.49%
Feb 2009 – Feb 2014 |
13.61%
Sep 2002 – Sep 2012 |
10.48%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart