Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIFCX (Wells Fargo Advantage Spec Fin Svcs C) | NA | 2.58% | -21.42% | -10.56% | -3.46% | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 06/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIFCX (Wells Fargo Advantage Spec Fin Svcs C) | 06/17/1997 | 09/02/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.58 | -21.42 | -10.56 | -3.46 | NA | NA | … | … | -2.45 | 22.45 | -54.69 | -16.77 | 17.67 | 5.21 | 6.64 | 28.27 | -13.87 | -3.90 | 19.70 | -9.15 | 3.41 | 20.69 |
| Sharpe Ratio | NA | 0.10 | -0.40 | -0.27 | -0.14 | NA | NA | … | … | -0.15 | 0.38 | -0.82 | -0.87 | 1.22 | 0.26 | 0.48 | 1.59 | -0.55 | -0.29 | 0.50 | -0.56 | 0.00 | 2.28 |
| Standard Deviation(%) | NA | 25.39 | 54.76 | 44.40 | 35.30 | NA | NA | … | … | 24.55 | 58.39 | 67.34 | 22.95 | 11.81 | 11.79 | 11.89 | 17.29 | 27.32 | 21.62 | 31.08 | 22.04 | 24.95 | 16.58 |
| Draw Down(%) | NA | 21.87 | 78.35 | 79.19 | 79.19 | NA | NA | … | … | 21.87 | 44.39 | 66.07 | 22.56 | 7.94 | 8.80 | 12.50 | 15.50 | 30.00 | 18.32 | 18.33 | 18.59 | 30.36 | 7.24 |
| Yield(%) | 0.00 | 0.00 | 3.55 | 5.05 | 6.49 | 5.90 | 4.42 | … | … | 0.00 | 0.36 | 1.42 | 8.90 | 8.80 | 4.70 | 7.85 | 22.90 | 18.28 | 3.38 | 7.82 | 7.98 | 6.71 | 8.85 |
Data as of 09/02/2010, Common starting date is 06/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIFCX (Wells Fargo Advantage Spec Fin Svcs C) |
-33.18%
Feb 2006 – Feb 2009 |
-20.02%
Feb 2004 – Feb 2009 |
-8.66%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIFCX (Wells Fargo Advantage Spec Fin Svcs C) |
15.80%
Feb 2003 – Feb 2006 |
9.76%
Sep 2002 – Sep 2007 |
5.31%
Aug 1997 – Aug 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart