Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKSAX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS A) | 6.12% | 16.95% | 13.76% | 6.15% | 6.67% | 6.49% | 5.85% | … | … |
Data as of 06/03/2026, Common starting date is 06/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKSAX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS A) | 06/30/1987 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 16.95 | 13.76 | 6.15 | 6.67 | 6.49 | 5.85 | … | … | 6.12 | 15.16 | 11.51 | 13.40 | -15.81 | 7.95 | 4.54 | 16.15 | -5.18 | 9.43 | 15.08 | -1.99 | 6.57 | 8.83 | 14.29 | 1.32 | 15.19 | 33.97 | -29.42 | 2.94 | 5.43 | -1.36 | 7.68 | 16.42 | 14.29 | 5.86 | -1.32 | 2.31 | 3.47 | 8.78 | 11.05 | 10.90 | -9.92 | 31.69 | 19.41 | 44.10 | -25.36 | -0.93 | 11.64 | -2.94 |
| Sharpe Ratio | NA | 2.28 | 1.78 | 0.50 | 0.68 | NA | NA | … | … | 1.72 | 1.93 | 1.49 | 1.50 | -1.66 | 1.50 | 0.31 | 3.23 | -1.09 | 2.70 | 2.60 | -0.35 | 1.29 | 1.69 | 2.77 | 0.14 | 2.52 | 4.00 | -1.95 | -0.03 | 0.53 | -1.04 | 1.47 | 3.75 | 3.72 | 0.72 | -1.23 | -0.28 | 0.00 | 1.47 | 2.65 | 1.18 | -2.88 | 6.59 | 3.72 | 9.56 | -3.84 | -2.06 | 1.57 | -2.48 |
| Standard Deviation(%) | NA | 6.29 | 6.07 | 7.19 | 7.42 | NA | NA | … | … | 7.18 | 6.38 | 5.28 | 6.57 | 10.40 | 5.29 | 13.99 | 4.54 | 6.05 | 3.26 | 5.71 | 5.71 | 5.09 | 5.20 | 5.18 | 9.28 | 6.00 | 8.46 | 15.54 | 6.61 | 3.82 | 3.48 | 4.56 | 4.19 | 3.53 | 4.85 | 4.51 | 3.84 | 4.10 | 3.45 | 2.77 | 5.85 | 4.51 | 4.46 | 4.51 | 4.18 | 8.01 | 3.33 | 4.29 | 4.04 |
| Draw Down(%) | NA | 4.73 | 5.71 | 19.61 | 22.54 | NA | NA | … | … | 4.73 | 5.71 | 3.50 | 5.92 | 19.48 | 1.86 | 22.54 | 2.63 | 9.52 | 1.75 | 3.61 | 7.49 | 4.47 | 6.92 | 4.39 | 12.85 | 5.83 | 7.30 | 37.27 | 6.44 | 2.89 | 3.63 | 5.58 | 4.96 | 2.03 | 4.36 | 5.79 | 3.48 | 5.57 | 3.28 | 2.18 | 4.89 | 12.74 | 1.35 | 3.54 | 1.56 | 25.62 | 7.06 | 2.12 | 6.81 |
| Yield(%) | 0.00 | 4.73 | 5.66 | 4.30 | 4.93 | 5.36 | 4.90 | … | … | 1.36 | 5.49 | 5.76 | 5.48 | 3.22 | 3.55 | 3.00 | 4.43 | 7.72 | 5.03 | 4.58 | 6.79 | 9.16 | 6.29 | 4.83 | 5.45 | 4.93 | 5.78 | 4.46 | 4.60 | 5.09 | 4.73 | 5.23 | 8.68 | 6.12 | 7.68 | 8.21 | 8.22 | 6.88 | 7.27 | 8.02 | 9.18 | 7.65 | 10.60 | 11.72 | 16.15 | 14.25 | 11.30 | 12.63 | 5.30 |
Data as of 06/03/2026, Common starting date is 06/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKSAX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS A) |
-9.82%
Nov 2005 – Nov 2008 |
-4.51%
Nov 2003 – Nov 2008 |
0.95%
Nov 1998 – Nov 2008 |
2.31%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKSAX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS A) |
32.53%
Jan 1991 – Jan 1994 |
18.04%
Jan 1991 – Jan 1996 |
11.47%
Jan 1991 – Jan 2001 |
10.27%
Jan 1991 – Jan 2006 |
Annualized Rolling Returns Comparison Chart