Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAAIX (WELLS FARGO ADVANTAGE ASSET ALLOCATION FUND INSTITUTIONAL CLASS) | 10.35% | 22.15% | 15.44% | 7.35% | 8.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAAIX (WELLS FARGO ADVANTAGE ASSET ALLOCATION FUND INSTITUTIONAL CLASS) | 12/03/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 22.15 | 15.44 | 7.35 | 8.64 | NA | NA | … | … | 10.35 | 15.53 | 11.01 | 14.63 | -15.75 | 13.85 | 13.98 | 20.89 | -9.34 | 15.21 | 5.08 | -4.94 | 1.09 | 9.25 | -1.08 |
| Sharpe Ratio | NA | 2.24 | 1.29 | 0.45 | 0.65 | NA | NA | … | … | 2.38 | 1.23 | 0.78 | 1.20 | -1.13 | 1.52 | 0.72 | 2.71 | -1.14 | 3.85 | 0.58 | -0.49 | 0.13 | 1.31 | -1.14 |
| Standard Deviation(%) | NA | 9.09 | 9.81 | 10.91 | 10.89 | NA | NA | … | … | 10.30 | 10.35 | 9.41 | 9.24 | 15.24 | 9.07 | 18.86 | 7.16 | 9.47 | 3.80 | 8.39 | 10.06 | 8.19 | 7.04 | 11.72 |
| Draw Down(%) | NA | 6.46 | 9.84 | 22.13 | 25.51 | NA | NA | … | … | 6.46 | 9.39 | 6.29 | 8.97 | 21.74 | 3.86 | 25.51 | 3.61 | 16.71 | 1.27 | 6.42 | 11.05 | 7.18 | 5.81 | 3.31 |
| Yield(%) | 0.00 | 6.30 | 5.66 | 6.32 | 6.25 | 4.67 | 3.50 | … | … | 0.00 | 6.58 | 8.97 | 0.00 | 5.48 | 15.32 | 4.52 | 2.76 | 7.41 | 2.35 | 2.05 | 4.57 | 3.34 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAAIX (WELLS FARGO ADVANTAGE ASSET ALLOCATION FUND INSTITUTIONAL CLASS) |
-0.65%
Nov 2013 – Nov 2016 |
1.07%
Dec 2013 – Dec 2018 |
3.42%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAAIX (WELLS FARGO ADVANTAGE ASSET ALLOCATION FUND INSTITUTIONAL CLASS) |
16.19%
Dec 2018 – Dec 2021 |
10.40%
Mar 2020 – Mar 2025 |
8.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart