Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFSTX (SPECIALIZED TECHNOLOGY FUND CLASS A) | -3.77% | 1.72% | -5.01% | -3.33% | 5.83% | 8.92% | 9.13% | 3.87% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFSTX (SPECIALIZED TECHNOLOGY FUND CLASS A) | 09/15/2000 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 09/15/2000.
AR inception is since 09/15/2000.
| 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 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.30 | 1.72 | -5.01 | -3.33 | 5.83 | 8.92 | 9.13 | 3.87 | -3.77 | 7.76 | 34.74 | -51.94 | -12.01 | 44.41 | 29.36 | 7.54 | 43.01 | 4.75 | 4.61 | 12.40 | 42.93 | 12.38 | -10.08 | 27.01 | 58.44 | -44.95 | 28.55 | 6.25 | 8.15 | 18.08 | 72.47 | -41.33 | -38.36 | -31.70 |
| Sharpe Ratio | NA | -0.16 | -0.33 | -0.20 | 0.15 | NA | NA | 0.09 | -0.44 | 0.07 | 1.79 | -1.22 | -0.33 | 1.09 | 1.36 | 0.23 | 3.20 | 0.28 | 0.25 | 0.74 | 2.84 | 0.80 | -0.39 | 1.20 | 2.19 | -1.16 | 1.27 | 0.19 | 0.40 | 0.84 | 2.63 | -1.22 | -0.92 | -1.68 |
| Standard Deviation(%) | NA | 23.79 | 28.36 | 31.74 | 27.79 | NA | NA | 26.95 | 32.04 | 17.81 | 17.16 | 43.74 | 36.84 | 40.20 | 20.52 | 27.60 | 13.31 | 16.37 | 18.54 | 16.80 | 15.08 | 15.50 | 25.77 | 22.43 | 26.59 | 39.37 | 20.29 | 15.98 | 14.78 | 20.34 | 27.26 | 34.84 | 44.60 | 46.05 |
| Draw Down(%) | NA | 27.59 | 40.64 | 66.34 | 66.34 | NA | NA | 79.88 | 20.79 | 14.45 | 12.80 | 52.96 | 31.03 | 31.53 | 13.94 | 25.60 | 8.54 | 14.74 | 15.01 | 11.20 | 5.22 | 13.88 | 24.38 | 13.86 | 17.67 | 53.03 | 12.07 | 20.91 | 15.11 | 21.76 | 16.55 | 54.17 | 60.96 | 38.11 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 6.04 | 8.76 | 10.47 | 3.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.25 | 20.79 | 10.06 | 6.10 | 12.49 | 12.29 | 6.44 | 3.08 | 4.27 | 0.00 | 0.00 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| WFSTX (SPECIALIZED TECHNOLOGY FUND CLASS A) |
-21.41%
Oct 2000 - Oct 2003 |
-10.27%
Oct 2000 - Oct 2005 |
-1.43%
Oct 2000 - Oct 2010 |
3.03%
Oct 2000 - Oct 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSTX (SPECIALIZED TECHNOLOGY FUND CLASS A) |
33.54%
Mar 2003 - Mar 2006 |
28.19%
Feb 2016 - Feb 2021 |
21.56%
Feb 2009 - Feb 2019 |
16.22%
Feb 2003 - Feb 2018 |
Annualized Rolling Returns Comparison Chart