Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EKONX (WELLS FARGO OMEGA GROWTH FUND INSTITUTIONAL) | NA | 17.19% | -2.63% | 9.66% | 11.55% | NA | NA | 14.40% |
Data as of 08/01/2024, AR inception is 08/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKONX (WELLS FARGO OMEGA GROWTH FUND INSTITUTIONAL) | 08/03/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 17.19 | -2.63 | 9.66 | 11.55 | NA | NA | 14.40 | 8.36 | 33.64 | -37.11 | 14.95 | 43.25 | 37.30 | 0.46 | 34.96 | 0.59 | 1.35 | 4.15 | 39.54 | 20.68 | -5.19 | 21.44 |
| Sharpe Ratio | NA | 0.87 | -0.22 | 0.31 | 0.49 | NA | NA | 0.59 | 0.71 | 1.78 | -1.12 | 0.80 | 1.21 | 2.39 | -0.04 | 3.87 | 0.02 | 0.08 | 0.26 | 2.95 | 1.30 | -0.18 | 3.33 |
| Standard Deviation(%) | NA | 15.40 | 24.18 | 25.80 | 21.42 | NA | NA | 21.03 | 15.70 | 16.69 | 34.51 | 18.69 | 35.51 | 15.02 | 20.95 | 8.90 | 15.34 | 16.89 | 15.81 | 13.38 | 15.98 | 29.68 | 17.82 |
| Draw Down(%) | NA | 10.49 | 43.82 | 43.82 | 43.82 | NA | NA | 43.82 | 7.78 | 12.23 | 40.28 | 11.53 | 32.79 | 8.08 | 22.39 | 3.48 | 16.73 | 14.74 | 10.72 | 6.45 | 12.29 | 25.86 | 7.34 |
| Yield(%) | 0.00 | 16.67 | 8.67 | 10.47 | 10.77 | 13.55 | 10.16 | 15.63 | 11.99 | 5.47 | 5.14 | 12.11 | 6.88 | 6.46 | 10.78 | 15.35 | 2.58 | 8.07 | 12.41 | 13.26 | 3.84 | 0.00 | 0.00 |
Data as of 08/01/2024, AR inception is 08/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKONX (WELLS FARGO OMEGA GROWTH FUND INSTITUTIONAL) |
-2.66%
Jul 2021 - Jul 2024 |
6.55%
Sep 2018 - Sep 2023 |
9.42%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKONX (WELLS FARGO OMEGA GROWTH FUND INSTITUTIONAL) |
31.25%
Dec 2018 - Dec 2021 |
26.34%
Oct 2016 - Oct 2021 |
19.28%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart