Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EKGYX (WELLS FARGO GLOBAL OPPORTUNITIES FUND ADMINISTRATOR CLASS) | 1.79% | 0.45% | 2.37% | 1.97% | 3.35% | 6.33% | 6.14% | 6.47% |
Data as of 06/26/2025, AR inception is 02/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKGYX (WELLS FARGO GLOBAL OPPORTUNITIES FUND ADMINISTRATOR CLASS) | 02/14/2001 | 06/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.98 | 0.45 | 2.37 | 1.97 | 3.35 | 6.33 | 6.14 | 6.47 | 1.79 | -4.44 | 14.33 | -27.58 | 4.60 | 10.02 | 24.61 | -11.34 | 24.23 | 18.84 | -1.09 | 0.26 | 27.27 | 22.32 | -17.87 | 31.31 | 27.72 | -40.11 | 16.85 | 22.87 | 21.71 | 24.07 | 49.75 | -20.47 | -9.50 |
| Sharpe Ratio | NA | -0.34 | -0.02 | -0.05 | 0.09 | NA | NA | 0.27 | -0.28 | -0.74 | 0.67 | -1.21 | 0.21 | 0.31 | 2.30 | -1.01 | 3.15 | 1.27 | -0.09 | 0.02 | 2.43 | 1.44 | -0.66 | 1.46 | 1.03 | -1.13 | 0.79 | 1.34 | 1.90 | 1.63 | 3.31 | -1.39 | -0.61 |
| Standard Deviation(%) | NA | 17.66 | 17.76 | 19.01 | 18.10 | NA | NA | 18.96 | 19.82 | 14.85 | 15.13 | 23.96 | 21.33 | 31.36 | 10.08 | 12.61 | 7.51 | 14.67 | 12.26 | 11.00 | 11.23 | 15.60 | 27.11 | 21.31 | 26.77 | 36.19 | 17.53 | 14.73 | 10.29 | 14.17 | 14.83 | 15.51 | 21.52 |
| Draw Down(%) | NA | 20.17 | 20.17 | 45.60 | 45.60 | NA | NA | 58.48 | 15.30 | 8.48 | 15.15 | 34.77 | 21.05 | 33.82 | 6.80 | 19.81 | 2.20 | 10.36 | 11.81 | 13.49 | 7.01 | 13.28 | 31.37 | 18.56 | 27.38 | 51.13 | 12.79 | 18.44 | 8.85 | 14.22 | 11.88 | 28.66 | 30.49 |
| Yield(%) | 0.00 | 0.23 | 0.08 | 0.05 | 3.70 | 5.54 | 5.73 | 6.52 | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 4.95 | 7.86 | 13.11 | 7.72 | 4.92 | 15.17 | 1.07 | 0.97 | 0.31 | 0.14 | 0.81 | 0.51 | 6.32 | 8.70 | 8.77 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/26/2025, AR inception is 02/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKGYX (WELLS FARGO GLOBAL OPPORTUNITIES FUND ADMINISTRATOR CLASS) |
-13.28%
Feb 2006 - Feb 2009 |
-2.84%
May 2007 - May 2012 |
2.83%
Apr 2015 - Apr 2025 |
2.97%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKGYX (WELLS FARGO GLOBAL OPPORTUNITIES FUND ADMINISTRATOR CLASS) |
39.43%
Mar 2003 - Mar 2006 |
28.31%
Oct 2002 - Oct 2007 |
14.27%
Feb 2009 - Feb 2019 |
13.29%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart