Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKBAX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND CLASS A) | 29.15% | 56.11% | 30.18% | 14.17% | 13.33% | 12.02% | 9.54% | … | … |
Data as of 06/05/2026, Common starting date is 01/21/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKBAX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND CLASS A) | 01/21/1998 | 06/05/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.51 | 56.11 | 30.18 | 14.17 | 13.33 | 12.02 | 9.54 | … | … | 29.15 | 21.87 | 21.75 | 22.25 | -22.14 | 12.25 | 11.70 | 27.48 | -5.54 | 14.42 | 22.11 | -3.45 | 14.19 | 25.69 | 13.11 | -5.31 | 21.41 | 41.28 | -45.19 | 6.46 | 9.39 | 4.85 | 6.06 | 17.36 | -10.90 | -6.45 | -0.96 | 11.91 | 10.76 |
| Sharpe Ratio | NA | 3.63 | 1.55 | 0.64 | 0.67 | NA | NA | … | … | 4.89 | 0.88 | 1.17 | 1.32 | -1.00 | 0.87 | 0.38 | 2.34 | -0.48 | 1.98 | 2.06 | -0.27 | 1.23 | 2.34 | 1.13 | -0.22 | 1.31 | 1.64 | -1.17 | 0.28 | 0.83 | 0.37 | 0.65 | 1.63 | -0.88 | -0.78 | -0.40 | 0.75 | 0.79 |
| Standard Deviation(%) | NA | 16.24 | 17.85 | 18.67 | 17.82 | NA | NA | … | … | 18.74 | 21.72 | 15.45 | 14.25 | 23.75 | 14.07 | 30.27 | 11.13 | 14.44 | 6.99 | 10.63 | 12.86 | 11.54 | 10.98 | 11.65 | 24.62 | 16.33 | 25.06 | 39.22 | 12.07 | 7.23 | 6.95 | 7.81 | 10.20 | 13.62 | 11.64 | 12.90 | 11.37 | 10.02 |
| Draw Down(%) | NA | 7.32 | 23.55 | 25.80 | 32.33 | NA | NA | … | … | 7.32 | 23.55 | 9.69 | 11.12 | 23.12 | 7.54 | 32.33 | 6.37 | 17.13 | 3.24 | 6.57 | 12.37 | 7.57 | 7.94 | 9.72 | 25.95 | 13.03 | 14.32 | 55.63 | 7.62 | 5.55 | 4.83 | 6.68 | 7.44 | 17.54 | 16.49 | 8.58 | 7.25 | 8.92 |
| Yield(%) | 0.00 | 10.60 | 8.88 | 4.91 | 6.44 | 7.03 | 5.43 | … | … | 0.13 | 10.63 | 6.20 | 7.09 | 0.83 | 0.58 | 1.29 | 6.64 | 6.25 | 6.62 | 11.28 | 9.93 | 1.03 | 1.38 | 2.69 | 1.66 | 1.73 | 1.73 | 9.76 | 8.74 | 1.91 | 1.74 | 2.05 | 2.13 | 1.55 | 2.25 | 16.88 | 15.52 | 20.02 |
Data as of 06/05/2026, Common starting date is 01/21/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKBAX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND CLASS A) |
-15.11%
Feb 2006 – Feb 2009 |
-7.42%
Feb 2004 – Feb 2009 |
-2.70%
Feb 1999 – Feb 2009 |
3.30%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKBAX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND CLASS A) |
31.86%
May 2023 – May 2026 |
19.63%
Feb 2009 – Feb 2014 |
14.44%
Feb 2009 – Feb 2019 |
12.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart