Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFVEX (Wells Fargo Advantage Index Inv) | NA | 8.70% | -9.04% | -1.09% | NA | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFVEX (Wells Fargo Advantage Index Inv) | 04/13/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.70 | -9.04 | -1.09 | NA | NA | NA | … | … | -3.65 | 26.25 | -37.53 | 4.96 | 15.28 | 7.44 |
| Sharpe Ratio | NA | 0.48 | -0.30 | -0.11 | NA | NA | NA | … | … | -0.29 | 0.96 | -0.93 | 0.12 | 1.20 | 0.79 |
| Standard Deviation(%) | NA | 17.86 | 30.79 | 25.21 | NA | NA | NA | … | … | 18.63 | 27.38 | 41.13 | 16.01 | 10.00 | 10.33 |
| Draw Down(%) | NA | 15.64 | 55.78 | 55.78 | NA | NA | NA | … | … | 15.64 | 27.35 | 48.10 | 9.91 | 7.47 | 5.19 |
| Yield(%) | 0.00 | 1.71 | 3.09 | 3.31 | 1.73 | 1.15 | 0.86 | … | … | 0.00 | 1.86 | 3.84 | 4.92 | 3.88 | 1.48 |
Data as of 09/02/2010, Common starting date is 04/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFVEX (Wells Fargo Advantage Index Inv) |
-15.63%
Feb 2006 – Feb 2009 |
-1.32%
Jul 2005 – Jul 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFVEX (Wells Fargo Advantage Index Inv) |
7.02%
May 2005 – May 2008 |
-0.17%
May 2005 – May 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart