Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFTIX (Wells Fargo Specialized Technology Fund-) | 3.91% | 18.99% | 11.24% | 9.68% | NA | NA | NA | 17.57% |
Data as of 06/02/2025, AR inception is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFTIX (Wells Fargo Specialized Technology Fund-) | 11/02/2016 | 06/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 18.99 | 11.24 | 9.68 | NA | NA | NA | 17.57 | 3.91 | 8.77 | 35.21 | -50.99 | -10.59 | 45.70 | 29.74 | 7.98 | 43.36 | -4.42 |
| Sharpe Ratio | NA | 0.27 | -0.07 | -0.18 | NA | NA | NA | 0.21 | 0.21 | 0.12 | 1.82 | -1.23 | -0.30 | 1.13 | 1.38 | 0.24 | 3.23 | -1.19 |
| Standard Deviation(%) | NA | 23.96 | 26.57 | 31.07 | NA | NA | NA | 28.87 | 29.69 | 17.56 | 17.17 | 42.79 | 35.88 | 40.22 | 20.52 | 27.54 | 13.29 | 21.12 |
| Draw Down(%) | NA | 27.09 | 38.55 | 65.18 | NA | NA | NA | 65.18 | 20.79 | 13.88 | 12.72 | 52.00 | 30.12 | 31.53 | 13.91 | 25.52 | 8.53 | 6.88 |
| Yield(%) | 0.00 | 8.22 | 8.49 | 13.42 | 15.46 | 10.30 | 7.73 | 19.32 | 0.00 | 8.54 | 0.00 | 13.16 | 24.59 | 20.24 | 9.96 | 20.39 | 9.91 | 0.00 |
Data as of 06/02/2025, AR inception is 11/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFTIX (Wells Fargo Specialized Technology Fund-) |
-3.09%
Apr 2021 - Apr 2024 |
7.29%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFTIX (Wells Fargo Specialized Technology Fund-) |
34.76%
Dec 2018 - Dec 2021 |
30.53%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart