Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKGIX (WELLS FARGO GLOBAL OPPORTUNITIES FUND INSTITUTIONAL) | 5.78% | 10.92% | 5.20% | -4.87% | 4.35% | 5.21% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKGIX (WELLS FARGO GLOBAL OPPORTUNITIES FUND INSTITUTIONAL) | 08/03/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 10.92 | 5.20 | -4.87 | 4.35 | 5.21 | NA | … | … | 5.78 | 4.19 | -3.10 | 14.59 | -27.37 | 4.83 | 10.21 | 24.95 | -11.15 | 24.58 | 19.11 | -0.83 | 0.53 | 27.61 | 22.62 | -17.67 | 24.40 |
| Sharpe Ratio | NA | 0.57 | 0.15 | -0.39 | 0.16 | NA | NA | … | … | 0.74 | 0.08 | -0.46 | 0.73 | -1.21 | 0.23 | 0.32 | 2.33 | -1.00 | 3.19 | 1.29 | -0.07 | 0.05 | 2.46 | 1.46 | -0.65 | 4.09 |
| Standard Deviation(%) | NA | 15.07 | 15.83 | 18.87 | 18.15 | NA | NA | … | … | 16.19 | 17.12 | 14.76 | 15.12 | 23.95 | 21.35 | 31.34 | 10.09 | 12.62 | 7.54 | 14.65 | 12.27 | 11.02 | 11.23 | 15.58 | 27.12 | 16.79 |
| Draw Down(%) | NA | 14.82 | 19.13 | 45.48 | 45.48 | NA | NA | … | … | 14.82 | 15.26 | 7.55 | 15.08 | 34.62 | 21.03 | 33.79 | 6.73 | 19.73 | 2.16 | 10.37 | 11.76 | 13.42 | 6.98 | 13.20 | 31.29 | 7.75 |
| Yield(%) | 0.00 | 1.54 | 1.12 | 0.45 | 3.79 | 4.58 | 4.33 | … | … | 0.00 | 1.55 | 1.64 | 0.00 | 0.00 | 0.00 | 0.00 | 5.28 | 8.15 | 13.43 | 8.06 | 5.30 | 15.61 | 1.34 | 1.27 | 0.60 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKGIX (WELLS FARGO GLOBAL OPPORTUNITIES FUND INSTITUTIONAL) |
-10.93%
Oct 2021 – Oct 2024 |
-5.93%
Mar 2021 – Mar 2026 |
3.20%
Apr 2015 – Apr 2025 |
4.22%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKGIX (WELLS FARGO GLOBAL OPPORTUNITIES FUND INSTITUTIONAL) |
17.64%
Sep 2011 – Sep 2014 |
15.57%
Feb 2016 – Feb 2021 |
13.47%
Sep 2011 – Sep 2021 |
5.87%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart