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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
EKOAX (WELLS FARGO OMEGA GROWTH FUND CLASS A) NA 16.62% -3.06% 9.18% 11.05% 12.92% 10.53% 7.69%
Data as of 08/01/2024, AR inception is 01/07/1974
More Performance Analytics Comparison
Name Start Date End Date
EKOAX (WELLS FARGO OMEGA GROWTH FUND CLASS A) 01/07/1974 08/01/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 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 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974
Annualized Return (%) 1.24 16.62 -3.06 9.18 11.05 12.92 10.53 7.69 8.00 33.15 -37.38 14.44 42.62 36.70 0.02 34.40 0.16 0.83 3.62 38.86 20.09 -5.67 18.99 42.53 -27.75 11.43 5.12 3.26 6.35 39.06 -26.72 -15.61 -13.47 44.34 27.07 24.53 1.57 25.87 -9.18 8.02 -10.41 32.76 -11.24 18.68 14.04 -8.70 -2.96 32.28 -14.51 22.05 -26.99 -23.46 37.33 37.89 7.59 0.36 51.94 12.80 -20.46
Sharpe Ratio NA 0.83 -0.23 0.29 0.46 NA NA 0.20 0.66 1.75 -1.13 0.77 1.19 2.35 -0.06 3.80 0.00 0.05 0.23 2.90 1.26 -0.19 0.92 1.65 -0.75 0.53 0.15 0.08 0.35 2.01 -1.08 -0.74 -0.52 1.92 1.02 1.17 -0.11 1.59 -0.93 0.39 -0.65 1.20 -0.91 0.73 0.54 -0.37 -0.40 2.31 -0.93 0.97 -1.05 -1.08 0.71 1.16 0.10 -0.28 2.47 0.46 -1.27
Standard Deviation(%) NA 15.42 24.18 25.80 21.42 NA NA 22.28 15.74 16.69 34.50 18.69 35.51 15.02 20.95 8.92 15.31 16.88 15.83 13.39 15.98 29.64 20.60 25.64 38.33 15.86 12.66 12.93 15.46 19.12 25.68 24.71 33.53 21.40 23.33 17.89 16.63 13.85 13.03 15.07 19.64 24.14 18.09 17.88 17.43 34.43 17.61 11.73 22.79 16.32 32.73 30.90 40.98 26.41 26.25 11.66 19.57 18.84 20.67
Draw Down(%) NA 10.57 44.05 44.05 44.05 NA NA 60.95 7.91 12.31 40.47 11.55 32.82 8.17 22.49 3.49 16.75 14.83 10.77 6.50 12.32 26.00 16.57 20.78 40.96 9.27 15.28 10.22 17.33 10.75 31.95 32.47 36.09 11.03 25.76 12.43 18.93 7.71 17.94 16.32 26.09 20.20 27.49 14.40 8.94 35.97 17.19 8.89 26.57 10.63 39.79 29.34 25.22 16.27 19.60 9.95 7.72 17.62 26.41
Yield(%) 0.00 20.25 10.08 11.89 11.44 16.03 14.38 18.59 14.73 6.64 6.10 14.05 7.88 7.31 11.99 16.79 2.80 8.66 13.14 13.90 3.99 0.00 0.00 0.83 0.00 0.00 0.00 0.00 0.00 0.00 0.01 0.00 4.88 4.15 12.39 15.48 1.79 0.00 0.00 0.00 0.00 0.53 5.48 1.47 0.96 1.73 1.99 1.09 0.75 1.52 0.00 0.00 2.15 2.79 2.82 2.65 3.74 0.00 5.56
Data as of 08/01/2024, AR inception is 01/07/1974
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EKOAX (WELLS FARGO OMEGA GROWTH FUND CLASS A) -23.92%
Mar 2000 - Mar 2003 		-9.04%
Mar 2000 - Mar 2005 		-2.74%
Aug 2000 - Aug 2010 		0.53%
Nov 1980 - Nov 1995
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EKOAX (WELLS FARGO OMEGA GROWTH FUND CLASS A) 43.00%
Mar 1997 - Mar 2000 		28.11%
Nov 1975 - Nov 1980 		18.73%
Sep 2011 - Sep 2021 		15.26%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart