Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFVAX (SMALL/MID CAP VALUE FUND CLASS A) | NA | 14.59% | 2.38% | 3.15% | NA | NA | NA | … | … |
Data as of 07/29/2016, Common starting date is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFVAX (SMALL/MID CAP VALUE FUND CLASS A) | 08/06/2007 | 07/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.59 | 2.38 | 3.15 | NA | NA | NA | … | … | 12.27 | -6.51 | -30.52 | 6.66 | 10.75 | -9.02 | 17.59 | 59.86 | -43.90 | -9.57 |
| Sharpe Ratio | NA | 0.66 | -0.32 | -0.14 | NA | NA | NA | … | … | 1.14 | -0.43 | -0.87 | 0.39 | 0.59 | -0.32 | 0.80 | 1.88 | -1.04 | -0.86 |
| Standard Deviation(%) | NA | 18.83 | 32.37 | 35.49 | NA | NA | NA | … | … | 19.41 | 15.13 | 35.18 | 16.88 | 18.15 | 27.95 | 21.94 | 31.86 | 42.81 | 28.53 |
| Draw Down(%) | NA | 15.08 | 50.00 | 50.00 | NA | NA | NA | … | … | 10.81 | 15.73 | 44.10 | 12.54 | 14.58 | 26.44 | 17.32 | 26.61 | 58.99 | 22.96 |
| Yield(%) | 0.00 | 1.85 | 10.61 | 7.00 | 3.48 | 2.32 | 1.74 | … | … | 0.00 | 1.73 | 24.56 | 6.46 | 0.25 | 0.35 | 0.96 | 1.10 | 0.00 | 0.00 |
Data as of 07/29/2016, Common starting date is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFVAX (SMALL/MID CAP VALUE FUND CLASS A) |
-7.40%
Oct 2007 – Oct 2010 |
-1.94%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFVAX (SMALL/MID CAP VALUE FUND CLASS A) |
31.67%
Feb 2009 – Feb 2012 |
23.29%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart