Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKBCX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND CLASS C) | 35.67% | 63.55% | 31.50% | 14.38% | 13.06% | 11.57% | 9.00% | … | … |
Data as of 06/04/2026, Common starting date is 03/20/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKBCX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND CLASS C) | 03/20/1998 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.57 | 63.55 | 31.50 | 14.38 | 13.06 | 11.57 | 9.00 | … | … | 35.67 | 21.00 | 20.85 | 21.22 | -22.71 | 11.42 | 10.79 | 26.58 | -6.25 | 13.46 | 21.36 | -4.20 | 13.42 | 24.57 | 12.40 | -6.05 | 20.53 | 40.17 | -45.61 | 5.58 | 8.72 | 4.00 | 5.44 | 16.53 | -11.20 | -7.27 | -16.11 | -2.40 | -11.00 |
| Sharpe Ratio | NA | 3.57 | 1.50 | 0.59 | 0.62 | NA | NA | … | … | 4.81 | 0.84 | 1.12 | 1.24 | -1.02 | 0.81 | 0.35 | 2.26 | -0.53 | 1.83 | 1.98 | -0.33 | 1.17 | 2.22 | 1.07 | -0.25 | 1.25 | 1.60 | -1.18 | 0.20 | 0.73 | 0.25 | 0.57 | 1.55 | -0.93 | -0.85 | -1.01 | -0.34 | -0.78 |
| Standard Deviation(%) | NA | 16.16 | 17.81 | 18.66 | 17.80 | NA | NA | … | … | 18.68 | 21.61 | 15.43 | 14.33 | 23.77 | 14.07 | 30.18 | 11.09 | 14.45 | 7.04 | 10.68 | 12.78 | 11.50 | 11.05 | 11.65 | 24.60 | 16.32 | 25.00 | 39.29 | 12.22 | 7.33 | 6.96 | 7.78 | 10.22 | 13.33 | 11.62 | 20.13 | 16.94 | 22.12 |
| Draw Down(%) | NA | 7.40 | 23.66 | 26.41 | 32.42 | NA | NA | … | … | 7.40 | 23.66 | 9.76 | 11.29 | 23.69 | 7.64 | 32.42 | 6.39 | 17.33 | 3.24 | 6.57 | 12.52 | 7.64 | 8.06 | 9.72 | 26.06 | 13.07 | 14.32 | 55.88 | 7.62 | 5.73 | 4.87 | 6.90 | 7.43 | 17.53 | 16.94 | 22.25 | 13.69 | 16.91 |
| Yield(%) | 0.00 | 9.99 | 8.16 | 4.25 | 5.62 | 6.03 | 4.67 | … | … | 0.00 | 9.98 | 5.66 | 6.30 | 0.09 | 0.08 | 0.59 | 5.75 | 5.51 | 6.03 | 10.48 | 9.26 | 0.20 | 0.56 | 1.89 | 0.94 | 0.97 | 0.82 | 9.14 | 8.00 | 1.17 | 1.15 | 1.34 | 1.40 | 1.24 | 1.55 | 1.82 | 1.76 | 2.34 |
Data as of 06/04/2026, Common starting date is 03/20/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKBCX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND CLASS C) |
-15.77%
Feb 2006 – Feb 2009 |
-9.15%
Apr 1998 – Apr 2003 |
-6.43%
Oct 1998 – Oct 2008 |
-0.52%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKBCX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND CLASS C) |
30.88%
May 2023 – May 2026 |
18.75%
Feb 2009 – Feb 2014 |
13.60%
Feb 2009 – Feb 2019 |
11.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart