Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKOBX (WELLS FARGO OMEGA GROWTH FUND CLASS B) | NA | 22.04% | 7.52% | 10.95% | 8.43% | 7.81% | 6.10% | … | … |
Data as of 05/05/2017, Common starting date is 07/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKOBX (WELLS FARGO OMEGA GROWTH FUND CLASS B) | 07/30/1993 | 05/05/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.65 | 22.04 | 7.52 | 10.95 | 8.43 | 7.81 | 6.10 | … | … | 16.34 | -4.19 | -11.05 | -13.36 | 20.25 | 14.33 | -6.36 | 18.08 | 41.47 | -28.33 | 10.64 | 4.40 | 2.55 | 5.62 | 38.05 | -27.25 | -16.24 | -19.08 | 38.48 | 12.06 | 6.53 | -1.41 | 24.51 | -10.08 | -1.33 |
| Sharpe Ratio | NA | -1.44 | -1.38 | -1.11 | -0.73 | NA | NA | … | … | 5.70 | -2.42 | -1.35 | -1.39 | 0.09 | -0.26 | -0.84 | -0.02 | 0.89 | -1.25 | -0.72 | -1.43 | -1.43 | -0.90 | 0.98 | -1.83 | -1.54 | -2.61 | 2.94 | 1.71 | -1.89 | 0.04 | -2.70 | -0.64 | -0.19 |
| Standard Deviation(%) | NA | 11.46 | 19.64 | 19.18 | 23.55 | NA | NA | … | … | 7.38 | 15.78 | 21.90 | 22.96 | 19.14 | 16.56 | 29.66 | 20.62 | 25.64 | 38.32 | 15.84 | 12.61 | 12.92 | 15.46 | 19.12 | 25.66 | 24.70 | 33.56 | 21.55 | 26.62 | 21.12 | 16.88 | 13.90 | 13.09 | 16.26 |
| Draw Down(%) | NA | 6.45 | 38.61 | 42.28 | 44.57 | NA | NA | … | … | 1.78 | 16.80 | 18.84 | 20.34 | 13.97 | 12.38 | 26.24 | 16.70 | 20.91 | 41.12 | 9.38 | 15.38 | 10.41 | 17.52 | 10.79 | 32.25 | 32.79 | 40.09 | 11.03 | 25.85 | 15.49 | 19.33 | 7.80 | 18.49 | 16.43 |
| Yield(%) | 0.00 | 3.85 | 9.89 | 10.87 | 7.26 | 6.66 | 5.42 | … | … | 0.00 | 3.73 | 11.13 | 16.18 | 16.57 | 4.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/05/2017, Common starting date is 07/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKOBX (WELLS FARGO OMEGA GROWTH FUND CLASS B) |
-24.53%
Mar 2000 – Mar 2003 |
-9.74%
Mar 2000 – Mar 2005 |
-3.46%
Aug 2000 – Aug 2010 |
0.33%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKOBX (WELLS FARGO OMEGA GROWTH FUND CLASS B) |
28.42%
Mar 1997 – Mar 2000 |
23.96%
Feb 2009 – Feb 2014 |
9.87%
Aug 2004 – Aug 2014 |
7.50%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison Chart