Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/12/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) | 1.32% | 5.90% | 6.88% | 5.20% | 4.08% | 5.49% | 4.19% | 5.09% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) | 02/26/1993 | 05/12/2025 |
The return data shown below all have the same latest date: 05/12/2025.
AR inception is since 02/26/1993.
AR inception is since 02/26/1993.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | 5.90 | 6.88 | 5.20 | 4.08 | 5.49 | 4.19 | 5.09 | 1.32 | 10.12 | 12.66 | -16.57 | 7.28 | 3.78 | 15.23 | -5.93 | 8.44 | 14.16 | -2.72 | 5.94 | 8.01 | 13.47 | 0.55 | 14.37 | 32.90 | -29.93 | 2.20 | 4.67 | -2.05 | 7.43 | 15.55 | 14.09 | 5.13 | -2.06 | 1.58 | 2.57 | 7.94 | 10.08 | 10.00 | -10.20 | 23.63 |
| Sharpe Ratio | NA | -0.24 | 0.26 | 0.32 | 0.30 | NA | NA | 0.50 | -0.26 | 0.67 | 1.25 | -1.73 | 1.37 | 0.25 | 3.10 | -1.18 | 2.29 | 2.45 | -0.48 | 1.18 | 1.57 | 2.66 | 0.06 | 2.41 | 3.90 | -1.98 | -0.12 | 0.38 | -1.26 | 1.44 | 3.65 | 3.68 | 0.54 | -1.42 | -0.44 | -0.19 | 1.35 | 2.28 | 1.03 | -2.87 | 5.96 |
| Standard Deviation(%) | NA | 6.06 | 7.44 | 7.16 | 7.43 | NA | NA | 6.51 | 7.59 | 5.25 | 6.76 | 10.41 | 5.28 | 13.90 | 4.46 | 6.15 | 3.42 | 5.70 | 5.71 | 5.04 | 5.08 | 5.09 | 9.28 | 5.91 | 8.40 | 15.52 | 6.56 | 3.72 | 3.36 | 4.52 | 4.07 | 3.52 | 5.26 | 4.32 | 3.71 | 3.92 | 3.25 | 2.86 | 5.95 | 4.58 | 4.42 |
| Draw Down(%) | NA | 6.42 | 9.94 | 20.19 | 22.61 | NA | NA | 37.68 | 6.42 | 3.56 | 5.95 | 19.94 | 1.98 | 22.61 | 2.69 | 10.12 | 1.74 | 3.78 | 7.80 | 4.37 | 6.83 | 4.57 | 12.98 | 5.82 | 7.35 | 37.47 | 6.69 | 2.95 | 4.04 | 5.66 | 5.06 | 2.03 | 4.63 | 6.30 | 3.65 | 5.50 | 3.39 | 2.23 | 5.01 | 13.02 | 1.35 |
| Yield(%) | 0.00 | 3.14 | 3.64 | 3.35 | 3.89 | 4.95 | 3.99 | 4.79 | 0.00 | 4.29 | 4.63 | 2.54 | 2.75 | 2.31 | 3.59 | 6.92 | 4.27 | 3.76 | 6.01 | 8.39 | 5.51 | 4.10 | 4.68 | 4.21 | 4.92 | 3.76 | 3.88 | 4.37 | 4.04 | 5.02 | 7.90 | 5.95 | 6.98 | 7.49 | 7.53 | 6.15 | 6.49 | 7.29 | 8.36 | 7.21 | 8.46 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) |
-10.46%
Nov 2005 - Nov 2008 |
-5.09%
Nov 2003 - Nov 2008 |
0.33%
Nov 1998 - Nov 2008 |
1.64%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) |
16.69%
Nov 2008 - Nov 2011 |
14.24%
Nov 2008 - Nov 2013 |
9.36%
Nov 2008 - Nov 2018 |
7.00%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart