Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTLVX (Wells Fargo Large Company Value Fund R6) | NA | 8.77% | 9.37% | 12.83% | NA | NA | NA | … | … |
Data as of 08/07/2025, Common starting date is 04/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTLVX (Wells Fargo Large Company Value Fund R6) | 04/10/2017 | 08/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.77 | 9.37 | 12.83 | NA | NA | NA | … | … | 1.62 | 18.21 | 9.93 | -8.70 | 29.57 | 9.90 | 23.07 | -9.46 | 11.50 |
| Sharpe Ratio | NA | 0.31 | 0.38 | 0.66 | NA | NA | NA | … | … | -0.01 | 1.31 | 0.49 | -0.50 | 2.10 | 0.26 | 1.88 | -0.69 | 2.06 |
| Standard Deviation(%) | NA | 18.43 | 15.86 | 16.14 | NA | NA | NA | … | … | 21.83 | 11.12 | 12.89 | 20.43 | 14.07 | 36.58 | 11.50 | 15.72 | 7.50 |
| Draw Down(%) | NA | 13.82 | 14.87 | 19.25 | NA | NA | NA | … | … | 12.93 | 7.56 | 11.51 | 19.25 | 5.56 | 37.05 | 6.96 | 19.71 | 3.33 |
| Yield(%) | 0.00 | 13.83 | 6.60 | 12.90 | 8.64 | 5.76 | 4.32 | … | … | 0.91 | 15.02 | 1.95 | 1.79 | 37.23 | 3.20 | 3.55 | 11.19 | 22.20 |
Data as of 08/07/2025, Common starting date is 04/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTLVX (Wells Fargo Large Company Value Fund R6) |
1.96%
Jun 2017 – Jun 2020 |
6.47%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTLVX (Wells Fargo Large Company Value Fund R6) |
20.56%
Dec 2018 – Dec 2021 |
17.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart