Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWCIX (WELLS FARGO CAPITAL GROWTH FUND INSTITUTIONAL CLASS) | NA | 23.55% | 20.46% | 13.18% | 13.78% | NA | NA | … | … |
Data as of 12/10/2019, Common starting date is 04/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWCIX (WELLS FARGO CAPITAL GROWTH FUND INSTITUTIONAL CLASS) | 04/12/2005 | 12/10/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.55 | 20.46 | 13.18 | 13.78 | NA | NA | … | … | 28.75 | 1.85 | 34.97 | 1.44 | 2.10 | 7.99 | 38.49 | 16.42 | -5.23 | 17.42 | 35.39 | -45.31 | 18.78 | 5.07 | 14.46 |
| Sharpe Ratio | NA | 1.44 | 1.27 | 0.81 | 0.77 | NA | NA | … | … | 2.16 | 0.03 | 4.12 | 0.09 | 0.12 | 0.51 | 2.88 | 1.11 | -0.19 | 0.81 | 1.34 | -1.08 | 0.93 | 0.14 | 1.57 |
| Standard Deviation(%) | NA | 15.34 | 15.11 | 15.48 | 17.41 | NA | NA | … | … | 13.55 | 20.93 | 8.37 | 14.46 | 17.04 | 15.61 | 13.36 | 14.83 | 27.41 | 21.33 | 26.34 | 42.73 | 16.97 | 13.09 | 11.58 |
| Draw Down(%) | NA | 11.61 | 21.05 | 21.05 | 23.46 | NA | NA | … | … | 5.91 | 21.05 | 3.05 | 14.96 | 14.11 | 10.59 | 7.02 | 10.77 | 23.46 | 17.27 | 19.32 | 54.64 | 9.54 | 12.02 | 5.24 |
| Yield(%) | 0.00 | 16.94 | 29.13 | 19.16 | 18.50 | 12.08 | 9.06 | … | … | 14.58 | 53.43 | 15.84 | 2.86 | 12.63 | 27.06 | 12.68 | 2.51 | 0.00 | 0.00 | 0.52 | 2.61 | 5.89 | 0.57 | 3.14 |
Data as of 12/10/2019, Common starting date is 04/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWCIX (WELLS FARGO CAPITAL GROWTH FUND INSTITUTIONAL CLASS) |
-15.46%
Feb 2006 – Feb 2009 |
-2.23%
Aug 2005 – Aug 2010 |
5.14%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWCIX (WELLS FARGO CAPITAL GROWTH FUND INSTITUTIONAL CLASS) |
24.09%
Feb 2009 – Feb 2012 |
22.75%
Feb 2009 – Feb 2014 |
16.91%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart