Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SGRKX (WELLS FARGO GROWTH FUND ADMINISTRATOR CLASS) | -8.96% | -13.99% | -4.29% | -3.11% | 3.98% | 7.86% | 8.40% | 8.74% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGRKX (WELLS FARGO GROWTH FUND ADMINISTRATOR CLASS) | 07/31/2003 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 07/31/2003.
AR inception is since 07/31/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.09 | -13.99 | -4.29 | -3.11 | 3.98 | 7.86 | 8.40 | 8.74 | -8.96 | 2.94 | 23.01 | -40.36 | -9.56 | 33.27 | 37.28 | 0.48 | 34.99 | -0.70 | 2.39 | 3.97 | 33.44 | 16.89 | 8.26 | 26.77 | 48.07 | -40.21 | 28.06 | 8.31 | 9.50 | 13.23 | 9.31 |
| Sharpe Ratio | NA | -0.58 | -0.30 | -0.18 | 0.09 | NA | NA | 0.31 | -0.75 | -0.12 | 1.01 | -1.22 | -0.32 | 0.83 | 2.18 | -0.04 | 3.38 | -0.05 | 0.14 | 0.24 | 2.52 | 1.02 | 0.31 | 1.31 | 1.89 | -1.05 | 1.39 | 0.31 | 0.55 | 0.82 | 1.30 |
| Standard Deviation(%) | NA | 35.16 | 28.84 | 29.46 | 25.88 | NA | NA | 23.43 | 38.40 | 29.73 | 18.82 | 34.20 | 29.72 | 39.79 | 16.44 | 22.15 | 10.22 | 16.54 | 17.09 | 16.59 | 13.27 | 16.60 | 26.79 | 20.36 | 25.39 | 39.21 | 18.10 | 16.23 | 13.38 | 14.96 | 17.63 |
| Draw Down(%) | NA | 39.98 | 39.98 | 54.66 | 54.66 | NA | NA | 54.66 | 25.68 | 24.90 | 13.63 | 41.52 | 25.24 | 33.61 | 7.85 | 24.17 | 3.50 | 17.14 | 14.30 | 13.13 | 5.22 | 12.50 | 20.40 | 13.70 | 19.78 | 50.42 | 9.42 | 16.80 | 9.96 | 14.51 | 6.30 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 6.84 | 10.09 | 12.20 | 13.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 13.45 | 17.43 | 30.05 | 17.01 | 12.40 | 13.53 | 4.14 | 0.00 | 1.38 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGRKX (WELLS FARGO GROWTH FUND ADMINISTRATOR CLASS) |
-13.27%
Nov 2020 - Nov 2023 |
-2.09%
Feb 2004 - Feb 2009 |
3.93%
Mar 2015 - Mar 2025 |
6.80%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGRKX (WELLS FARGO GROWTH FUND ADMINISTRATOR CLASS) |
36.83%
Feb 2009 - Feb 2012 |
29.34%
Feb 2009 - Feb 2014 |
19.42%
Feb 2009 - Feb 2019 |
14.74%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart