Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKSDX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND ADMINISTRATOR) | NA | 11.45% | 13.25% | 6.03% | 6.18% | 6.28% | NA | … | … |
Data as of 10/10/2025, Common starting date is 08/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKSDX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND ADMINISTRATOR) | 08/03/2010 | 10/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.45 | 13.25 | 6.03 | 6.18 | 6.28 | NA | … | … | 9.73 | 11.54 | 13.40 | -15.81 | 8.27 | 4.76 | 16.32 | -5.49 | 8.26 | 14.98 | -1.76 | 6.82 | 8.92 | 14.53 | 0.65 | 6.72 |
| Sharpe Ratio | NA | 1.21 | 1.50 | 0.52 | 0.62 | NA | NA | … | … | 1.62 | 0.95 | 1.40 | -1.67 | 1.58 | 0.33 | 3.31 | -1.13 | 2.29 | 2.63 | -0.32 | 1.34 | 1.72 | 2.79 | 0.07 | 3.48 |
| Standard Deviation(%) | NA | 5.81 | 6.24 | 6.94 | 7.30 | NA | NA | … | … | 6.03 | 5.20 | 6.62 | 10.35 | 5.23 | 13.82 | 4.51 | 6.05 | 3.35 | 5.62 | 5.67 | 5.09 | 5.16 | 5.23 | 9.30 | 4.83 |
| Draw Down(%) | NA | 5.71 | 5.89 | 19.63 | 22.60 | NA | NA | … | … | 5.71 | 3.44 | 5.89 | 19.51 | 1.97 | 22.60 | 2.52 | 9.75 | 1.78 | 3.68 | 7.43 | 4.40 | 6.89 | 4.63 | 12.91 | 2.44 |
| Yield(%) | 0.00 | 5.31 | 5.85 | 4.52 | 5.25 | 5.63 | 4.37 | … | … | 3.53 | 6.00 | 5.64 | 3.38 | 3.73 | 3.15 | 4.67 | 7.69 | 5.21 | 4.45 | 7.03 | 9.46 | 6.49 | 5.06 | 4.68 | 0.00 |
Data as of 10/10/2025, Common starting date is 08/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKSDX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND ADMINISTRATOR) |
-1.87%
Sep 2019 – Sep 2022 |
0.35%
Sep 2017 – Sep 2022 |
3.79%
Oct 2013 – Oct 2023 |
6.40%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKSDX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND ADMINISTRATOR) |
13.70%
Sep 2022 – Sep 2025 |
9.85%
Sep 2011 – Sep 2016 |
7.82%
Sep 2011 – Sep 2021 |
6.40%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart