Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
WMNCX (Wells Fargo Advantage Small Cap Growth C) | NA | -47.82% | -7.14% | -9.44% | NA | NA | NA | -0.04% |
Data as of 10/20/2011, AR inception is 06/11/2003
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
WMNCX (Wells Fargo Advantage Small Cap Growth C) | 06/11/2003 | 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 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -35.41 | -47.82 | -7.14 | -9.44 | NA | NA | NA | -0.04 | -54.36 | 25.62 | 49.51 | -40.30 | 12.20 | 21.26 | 5.39 | 12.76 | 20.47 |
Sharpe Ratio | NA | -0.51 | -0.06 | NA | NA | NA | NA | -0.04 | -1.03 | 1.06 | 1.49 | -0.95 | 0.51 | 1.04 | 0.22 | 0.63 | 2.01 |
Standard Deviation(%) | NA | 93.26 | 117.57 | NA | NA | NA | NA | 33.70 | 60.61 | 24.07 | 33.15 | 43.32 | 18.19 | 17.35 | 14.70 | 18.63 | 19.37 |
Draw Down(%) | NA | 57.78 | 57.78 | 58.88 | NA | NA | NA | 58.88 | 57.78 | 22.68 | 26.22 | 54.74 | 12.26 | 18.75 | 13.39 | 23.57 | 7.40 |
Yield(%) | 0.00 | 6.24 | 3.19 | 6.83 | 6.35 | 4.23 | 3.18 | 7.94 | 0.00 | 6.71 | 0.00 | 0.00 | 18.22 | 12.97 | 7.87 | 1.71 | 0.00 |
Data as of 10/20/2011, AR inception is 06/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WMNCX (Wells Fargo Advantage Small Cap Growth C) |
-14.30%
Feb 2006 - Feb 2009 |
-4.80%
Feb 2004 - Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WMNCX (Wells Fargo Advantage Small Cap Growth C) |
20.71%
Aug 2004 - Aug 2007 |
11.31%
Apr 2005 - Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart