Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVVTX (Wells Fargo Advantage Core Equity Adm ) | NA | -27.25% | -0.76% | -4.36% | 1.84% | 2.59% | NA | … | … |
Data as of 10/20/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVVTX (Wells Fargo Advantage Core Equity Adm ) | 06/21/1996 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -27.25 | -0.76 | -4.36 | 1.84 | 2.59 | NA | … | … | -32.63 | 16.43 | 36.80 | -33.24 | 7.86 | 12.18 | 7.92 | 9.02 | 29.38 | -16.76 | -14.59 | -5.48 | 14.55 | 5.22 | 31.25 | 12.01 |
| Sharpe Ratio | NA | -0.77 | -0.03 | -0.18 | 0.03 | NA | NA | … | … | -0.99 | 0.87 | 1.27 | -0.87 | 0.30 | 0.85 | 0.54 | 0.71 | 1.73 | -0.76 | -0.76 | -0.39 | 0.81 | 0.11 | 2.52 | 2.29 |
| Standard Deviation(%) | NA | 35.66 | 32.27 | 29.09 | 23.32 | NA | NA | … | … | 39.31 | 18.73 | 28.86 | 39.18 | 15.57 | 10.32 | 10.47 | 11.37 | 16.60 | 23.45 | 22.76 | 24.76 | 13.83 | 16.46 | 10.87 | 8.88 |
| Draw Down(%) | NA | 39.66 | 39.66 | 51.99 | 51.99 | NA | NA | … | … | 39.66 | 18.14 | 26.11 | 44.28 | 9.37 | 8.16 | 6.95 | 9.80 | 13.67 | 30.72 | 31.75 | 15.32 | 12.25 | 25.35 | 6.34 | 7.27 |
| Yield(%) | 0.00 | 0.64 | 0.88 | 1.89 | 3.39 | 4.23 | 3.40 | … | … | 0.00 | 0.68 | 1.11 | 0.99 | 5.45 | 2.23 | 2.58 | 6.33 | 8.28 | 0.34 | 3.83 | 11.46 | 2.11 | 3.46 | 5.35 | 2.39 |
Data as of 10/20/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVVTX (Wells Fargo Advantage Core Equity Adm ) |
-13.80%
Mar 2000 – Mar 2003 |
-6.68%
Mar 1998 – Mar 2003 |
-1.73%
Feb 1999 – Feb 2009 |
2.74%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVVTX (Wells Fargo Advantage Core Equity Adm ) |
18.60%
Mar 2003 – Mar 2006 |
15.28%
Sep 2002 – Sep 2007 |
6.62%
Jul 1996 – Jul 2006 |
6.15%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart