Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EKORX (WELLS FARGO OMEGA GROWTH FUND CLASS R) | NA | 18.40% | 3.22% | 8.40% | 11.01% | 11.11% | NA | 9.76% |
Data as of 06/30/2023, AR inception is 10/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKORX (WELLS FARGO OMEGA GROWTH FUND CLASS R) | 10/14/2003 | 06/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.40 | 3.22 | 8.40 | 11.01 | 11.11 | NA | 9.76 | 20.21 | -37.53 | -0.50 | 42.45 | 36.36 | -0.27 | 34.00 | -0.12 | 0.80 | 3.29 | 38.48 | 19.81 | -5.90 | 18.65 | 42.19 | -27.94 | 11.16 | 4.91 | 3.07 | 6.18 | 4.46 |
| Sharpe Ratio | NA | 0.61 | 0.08 | 0.28 | 0.49 | NA | NA | 0.39 | 2.25 | -1.13 | -0.02 | 1.18 | 2.33 | -0.08 | 3.76 | -0.02 | 0.05 | 0.21 | 2.87 | 1.25 | -0.20 | 0.90 | 1.64 | -0.75 | 0.52 | 0.13 | 0.07 | 0.34 | 1.30 |
| Standard Deviation(%) | NA | 24.66 | 25.36 | 26.36 | 21.36 | NA | NA | 21.63 | 18.13 | 34.47 | 24.32 | 35.52 | 15.02 | 20.95 | 8.90 | 15.32 | 16.86 | 15.82 | 13.38 | 15.97 | 29.65 | 20.62 | 25.59 | 38.28 | 15.87 | 12.65 | 12.93 | 15.45 | 16.93 |
| Draw Down(%) | NA | 21.82 | 44.05 | 44.05 | 44.05 | NA | NA | 44.24 | 9.94 | 40.58 | 21.48 | 32.83 | 8.21 | 22.60 | 3.51 | 16.77 | 14.86 | 10.79 | 6.52 | 12.34 | 26.08 | 16.61 | 20.83 | 40.97 | 9.31 | 15.34 | 10.28 | 17.41 | 5.44 |
| Yield(%) | 0.00 | 10.43 | 11.14 | 11.04 | 11.65 | 13.12 | 11.89 | 12.52 | 0.00 | 6.67 | 15.15 | 8.44 | 7.78 | 12.63 | 17.52 | 2.91 | 8.95 | 13.50 | 14.19 | 4.07 | 0.00 | 0.00 | 0.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/30/2023, AR inception is 10/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKORX (WELLS FARGO OMEGA GROWTH FUND CLASS R) |
-9.89%
Feb 2006 - Feb 2009 |
-4.36%
Feb 2004 - Feb 2009 |
7.14%
Feb 2006 - Feb 2016 |
8.43%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKORX (WELLS FARGO OMEGA GROWTH FUND CLASS R) |
30.50%
Dec 2018 - Dec 2021 |
25.49%
Oct 2016 - Oct 2021 |
18.45%
Sep 2011 - Sep 2021 |
14.24%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart