Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/29/2015.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
SLGIX (WELLS FARGO CAPITAL GROWTH FUND CLASS INV) | NA | -23.72% | -0.48% | 2.51% | 0.12% | NA | NA | 3.67% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
SLGIX (WELLS FARGO CAPITAL GROWTH FUND CLASS INV) | 09/23/2002 | 10/29/2015 |
The return data shown below all have the same latest date: 10/29/2015.
AR inception is since 09/23/2002.
AR inception is since 09/23/2002.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.66 | -23.72 | -0.48 | 2.51 | 0.12 | NA | NA | 3.67 | 0.61 | -21.32 | 24.01 | 13.76 | -5.78 | 16.77 | 34.53 | -48.38 | 12.00 | 3.77 | 6.37 | 17.51 | 25.33 | 2.90 |
Sharpe Ratio | NA | -0.49 | -0.01 | 0.05 | -0.01 | NA | NA | 0.12 | 0.04 | -0.62 | 1.42 | 0.92 | -0.21 | 0.78 | 1.31 | -1.15 | 0.50 | 0.04 | 0.35 | 1.30 | 1.38 | 0.43 |
Standard Deviation(%) | NA | 48.47 | 38.89 | 46.03 | 89.07 | NA | NA | 23.81 | 17.22 | 34.39 | 16.90 | 15.00 | 27.40 | 21.38 | 26.36 | 42.92 | 18.14 | 13.17 | 12.14 | 12.77 | 17.79 | 23.19 |
Draw Down(%) | NA | 34.16 | 34.16 | 34.16 | 59.67 | NA | NA | 59.67 | 14.15 | 30.97 | 11.09 | 10.88 | 23.62 | 17.36 | 19.37 | 54.76 | 10.55 | 12.11 | 8.47 | 10.13 | 11.62 | 7.71 |
Yield(%) | 0.00 | 27.42 | 16.88 | 11.63 | 6.50 | 6.86 | 5.15 | 7.92 | 0.00 | 28.72 | 13.00 | 2.03 | 0.00 | 0.00 | 0.00 | 2.69 | 6.01 | 0.58 | 3.16 | 0.05 | 0.06 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
SLGIX (WELLS FARGO CAPITAL GROWTH FUND CLASS INV) |
-19.01%
Feb 2006 - Feb 2009 |
-8.36%
Feb 2004 - Feb 2009 |
-0.84%
Sep 2005 - Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
SLGIX (WELLS FARGO CAPITAL GROWTH FUND CLASS INV) |
23.38%
Feb 2009 - Feb 2012 |
19.09%
Feb 2009 - Feb 2014 |
5.70%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart