Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EKJAX (WELLS FARGO PREMIER LARGE COMPANY GROWTH FUND CLASS A) | 12.40% | 28.26% | 24.76% | 12.71% | 13.40% | 14.85% | 11.88% | 9.48% |
Data as of 07/18/2025, AR inception is 02/04/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKJAX (WELLS FARGO PREMIER LARGE COMPANY GROWTH FUND CLASS A) | 02/04/1998 | 07/18/2025 |
| 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 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.94 | 28.26 | 24.76 | 12.71 | 13.40 | 14.85 | 11.88 | 9.48 | 12.40 | 14.64 | -6.31 | -33.88 | -10.49 | 23.84 | 33.14 | 1.13 | 34.04 | -3.52 | 2.05 | 8.49 | 33.05 | 16.43 | 2.71 | 14.98 | 39.61 | -28.70 | 10.58 | 7.38 | 6.62 | 4.68 | 27.57 | -22.30 | -18.08 | -14.76 | 37.67 | 22.21 |
| Sharpe Ratio | NA | 0.94 | 0.95 | 0.47 | 0.53 | NA | NA | 0.36 | 0.68 | 0.31 | -0.35 | -1.09 | -0.32 | 0.61 | 2.02 | -0.01 | 3.49 | -0.24 | 0.12 | 0.56 | 2.59 | 1.05 | 0.10 | 0.81 | 1.62 | -0.78 | 0.49 | 0.35 | 0.39 | 0.28 | 1.49 | -0.93 | -0.90 | -0.63 | 1.62 | 0.93 |
| Standard Deviation(%) | NA | 26.70 | 22.41 | 24.00 | 22.81 | NA | NA | 21.72 | 30.94 | 26.27 | 30.14 | 32.40 | 33.14 | 38.70 | 15.70 | 22.13 | 9.62 | 15.56 | 16.49 | 15.14 | 12.73 | 15.72 | 25.65 | 18.29 | 24.43 | 37.79 | 15.54 | 11.90 | 11.38 | 13.23 | 18.02 | 25.15 | 23.11 | 29.71 | 21.30 | 22.90 |
| Draw Down(%) | NA | 25.48 | 25.48 | 40.86 | 40.86 | NA | NA | 58.83 | 25.48 | 21.56 | 28.49 | 35.67 | 30.35 | 33.36 | 7.77 | 23.14 | 3.41 | 16.03 | 12.61 | 9.60 | 5.90 | 12.03 | 19.56 | 16.00 | 20.63 | 40.73 | 8.96 | 13.13 | 9.40 | 14.70 | 12.70 | 30.26 | 34.62 | 31.96 | 10.43 | 23.58 |
| Yield(%) | 0.00 | 19.55 | 18.79 | 15.10 | 13.18 | 19.54 | 17.17 | 10.92 | 0.00 | 23.88 | 37.77 | 0.00 | 24.63 | 14.63 | 9.98 | 17.63 | 29.27 | 10.00 | 6.87 | 1.50 | 0.00 | 0.00 | 2.68 | 0.20 | 0.83 | 0.43 | 0.07 | 0.00 | 0.16 | 0.00 | 0.00 | 1.80 | 0.00 | 21.72 | 17.57 | 14.00 |
Data as of 07/18/2025, AR inception is 02/04/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKJAX (WELLS FARGO PREMIER LARGE COMPANY GROWTH FUND CLASS A) |
-22.91%
Mar 2000 - Mar 2003 |
-9.67%
Mar 2000 - Mar 2005 |
-2.76%
Aug 2000 - Aug 2010 |
3.24%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKJAX (WELLS FARGO PREMIER LARGE COMPANY GROWTH FUND CLASS A) |
27.92%
Dec 2018 - Dec 2021 |
24.57%
Oct 2016 - Oct 2021 |
17.72%
Sep 2011 - Sep 2021 |
15.48%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart