Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLVBX (Wells Fargo Advantage Equity Value B) | NA | -3.51% | 4.11% | -1.51% | NA | NA | NA | … | … |
Data as of 03/01/2013, Common starting date is 09/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLVBX (Wells Fargo Advantage Equity Value B) | 09/02/2003 | 03/01/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.32 | -3.51 | 4.11 | -1.51 | NA | NA | NA | … | … | -6.14 | 16.03 | -8.78 | 15.92 | 23.54 | -41.73 | 6.93 | 16.33 | 9.19 | 14.12 | 9.73 |
| Sharpe Ratio | NA | -0.17 | 0.17 | -0.05 | NA | NA | NA | … | … | -1.00 | 1.06 | -0.30 | 0.69 | 0.72 | -0.95 | 0.23 | 1.13 | 0.61 | 1.10 | 2.92 |
| Standard Deviation(%) | NA | 20.44 | 24.27 | 31.55 | NA | NA | NA | … | … | 32.32 | 15.20 | 28.91 | 22.96 | 32.34 | 44.69 | 17.16 | 11.57 | 11.59 | 11.93 | 10.78 |
| Draw Down(%) | NA | 14.27 | 28.12 | 54.95 | NA | NA | NA | … | … | 14.27 | 13.48 | 28.12 | 19.57 | 27.72 | 53.19 | 11.16 | 10.71 | 8.13 | 9.41 | 3.45 |
| Yield(%) | 0.00 | 2.64 | 1.06 | 0.52 | 1.93 | 1.29 | 0.97 | … | … | 0.00 | 2.92 | 0.09 | 0.00 | 0.00 | 0.00 | 7.55 | 2.73 | 0.23 | 0.00 | 0.00 |
Data as of 03/01/2013, Common starting date is 09/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLVBX (Wells Fargo Advantage Equity Value B) |
-17.07%
Feb 2006 – Feb 2009 |
-6.70%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLVBX (Wells Fargo Advantage Equity Value B) |
21.32%
Feb 2009 – Feb 2012 |
1.84%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart