Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKSYX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND INSTITUTIONAL CLASS) | 4.08% | 14.57% | 13.29% | 6.02% | 6.67% | 6.67% | 6.02% | … | … |
Data as of 06/05/2026, Common starting date is 01/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKSYX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND INSTITUTIONAL CLASS) | 01/24/1997 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.80 | 14.57 | 13.29 | 6.02 | 6.67 | 6.67 | 6.02 | … | … | 4.08 | 15.54 | 11.86 | 13.72 | -15.60 | 8.39 | 5.02 | 16.57 | -4.97 | 8.62 | 15.36 | -1.55 | 7.04 | 9.32 | 14.81 | 1.59 | 15.53 | 35.05 | -29.83 | 3.18 | 5.72 | -1.17 | 8.47 | 16.72 | 10.79 | -1.39 | -0.90 | 3.53 | 3.66 | 6.41 |
| Sharpe Ratio | NA | 2.33 | 1.83 | 0.55 | 0.72 | NA | NA | … | … | 1.76 | 2.01 | 1.58 | 1.53 | -1.68 | 1.60 | 0.34 | 3.35 | -1.02 | 2.23 | 2.68 | -0.28 | 1.37 | 1.75 | 2.91 | 0.17 | 2.53 | 4.04 | -1.93 | 0.01 | 0.59 | -0.96 | 1.61 | 3.75 | 2.74 | -0.82 | -1.12 | 0.04 | 0.05 | 0.64 |
| Standard Deviation(%) | NA | 6.34 | 6.07 | 7.12 | 7.38 | NA | NA | … | … | 7.26 | 6.33 | 5.21 | 6.64 | 10.20 | 5.22 | 13.80 | 4.51 | 6.27 | 3.58 | 5.65 | 5.73 | 5.12 | 5.31 | 5.11 | 9.40 | 6.09 | 8.66 | 15.88 | 6.73 | 3.91 | 3.56 | 4.66 | 4.27 | 3.52 | 4.78 | 4.59 | 3.92 | 3.95 | 5.01 |
| Draw Down(%) | NA | 4.56 | 5.67 | 19.44 | 22.58 | NA | NA | … | … | 4.56 | 5.67 | 3.43 | 5.70 | 19.19 | 1.89 | 22.58 | 2.50 | 9.14 | 1.79 | 3.68 | 7.55 | 4.39 | 6.88 | 4.43 | 12.71 | 5.94 | 7.47 | 37.85 | 6.51 | 2.92 | 3.64 | 5.53 | 5.00 | 2.23 | 7.74 | 5.54 | 2.94 | 5.39 | 3.74 |
| Yield(%) | 0.00 | 5.24 | 6.18 | 4.72 | 5.37 | 5.81 | 5.25 | … | … | 1.53 | 6.02 | 6.28 | 5.92 | 3.64 | 4.02 | 3.38 | 4.90 | 8.24 | 5.37 | 5.00 | 7.23 | 9.67 | 6.69 | 5.31 | 5.80 | 5.23 | 6.12 | 4.65 | 4.86 | 5.36 | 5.01 | 5.93 | 9.01 | 2.86 | 0.73 | 8.47 | 8.51 | 7.16 | 7.18 |
Data as of 06/05/2026, Common starting date is 01/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKSYX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND INSTITUTIONAL CLASS) |
-9.87%
Nov 2005 – Nov 2008 |
-4.36%
Nov 2003 – Nov 2008 |
0.18%
Nov 1998 – Nov 2008 |
4.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKSYX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND INSTITUTIONAL CLASS) |
18.15%
Nov 2008 – Nov 2011 |
15.65%
Nov 2008 – Nov 2013 |
10.53%
Nov 2008 – Nov 2018 |
8.15%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart