Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGOIX (WELLS FARGO LARGE CAP CORE FUND INSTITUTIONAL CLASS) | 13.57% | 30.29% | 24.72% | 10.05% | 11.32% | 11.69% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGOIX (WELLS FARGO LARGE CAP CORE FUND INSTITUTIONAL CLASS) | 12/20/2007 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.46 | 30.29 | 24.72 | 10.05 | 11.32 | 11.69 | NA | … | … | 13.57 | 17.80 | 26.19 | 25.27 | -22.26 | 15.63 | -4.94 | 28.14 | -8.35 | 23.77 | 8.82 | 0.66 | 14.97 | 39.62 | 17.23 | 0.39 | 13.10 | 18.90 | -34.79 | 0.60 |
| Sharpe Ratio | NA | 2.17 | 1.33 | 0.38 | 0.47 | NA | NA | … | … | 2.04 | 0.74 | 1.60 | 1.56 | -0.90 | 0.80 | -0.14 | 1.92 | -0.55 | 2.64 | 0.59 | 0.04 | 1.08 | 3.22 | 1.25 | 0.01 | 0.76 | 0.83 | -0.95 | 1.49 |
| Standard Deviation(%) | NA | 12.81 | 16.19 | 19.30 | 20.18 | NA | NA | … | … | 14.45 | 20.17 | 14.13 | 13.94 | 26.38 | 19.40 | 37.90 | 13.89 | 17.88 | 8.79 | 14.52 | 16.89 | 13.89 | 12.28 | 13.83 | 24.77 | 17.03 | 22.58 | 37.40 | 17.43 |
| Draw Down(%) | NA | 8.13 | 22.02 | 31.67 | 35.79 | NA | NA | … | … | 8.13 | 22.02 | 9.54 | 10.64 | 23.57 | 14.79 | 35.79 | 9.34 | 21.98 | 4.62 | 14.28 | 14.76 | 11.26 | 5.47 | 9.54 | 22.08 | 15.05 | 22.82 | 44.50 | 1.94 |
| Yield(%) | 0.00 | 8.49 | 11.63 | 6.02 | 8.27 | 9.87 | 6.63 | … | … | 0.00 | 8.70 | 14.74 | 10.08 | 1.00 | 0.72 | 1.29 | 22.53 | 11.46 | 2.62 | 1.34 | 1.58 | 0.64 | 1.33 | 1.47 | 1.16 | 1.93 | 1.43 | 0.89 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGOIX (WELLS FARGO LARGE CAP CORE FUND INSTITUTIONAL CLASS) |
-5.11%
Dec 2019 – Dec 2022 |
-0.09%
Jan 2018 – Jan 2023 |
6.23%
Oct 2013 – Oct 2023 |
6.27%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGOIX (WELLS FARGO LARGE CAP CORE FUND INSTITUTIONAL CLASS) |
26.68%
Sep 2011 – Sep 2014 |
21.47%
Feb 2009 – Feb 2014 |
15.28%
Feb 2009 – Feb 2019 |
12.25%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart