Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EOMYX (WELLS FARGO OMEGA GROWTH FUND ADMINISTRATOR CLASS) | NA | 16.87% | -2.88% | 9.39% | 11.27% | 13.16% | 10.78% | 6.42% |
Data as of 08/01/2024, AR inception is 03/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EOMYX (WELLS FARGO OMEGA GROWTH FUND ADMINISTRATOR CLASS) | 03/03/2000 | 08/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 16.87 | -2.88 | 9.39 | 11.27 | 13.16 | 10.78 | 6.42 | 8.17 | 33.33 | -37.26 | 14.65 | 42.90 | 36.96 | 0.19 | 34.64 | 0.33 | 1.10 | 3.89 | 39.18 | 20.39 | -5.46 | 19.31 | 42.86 | -27.58 | 11.75 | 5.42 | 3.59 | 6.70 | 39.47 | -26.59 | -15.36 | -30.02 |
| Sharpe Ratio | NA | 0.85 | -0.23 | 0.30 | 0.47 | NA | NA | 0.23 | 0.68 | 1.77 | -1.12 | 0.78 | 1.20 | 2.37 | -0.05 | 3.84 | 0.01 | 0.06 | 0.24 | 2.93 | 1.28 | -0.18 | 0.93 | 1.67 | -0.74 | 0.56 | 0.17 | 0.11 | 0.37 | 2.03 | -1.08 | -0.73 | -1.17 |
| Standard Deviation(%) | NA | 15.42 | 24.16 | 25.79 | 21.42 | NA | NA | 22.17 | 15.72 | 16.60 | 34.50 | 18.69 | 35.53 | 15.02 | 20.95 | 8.91 | 15.32 | 16.88 | 15.82 | 13.38 | 15.99 | 29.68 | 20.61 | 25.65 | 38.32 | 15.84 | 12.65 | 12.94 | 15.44 | 19.13 | 25.63 | 24.71 | 33.47 |
| Draw Down(%) | NA | 10.54 | 43.95 | 43.95 | 43.95 | NA | NA | 60.75 | 7.83 | 12.28 | 40.39 | 11.54 | 32.80 | 8.12 | 22.46 | 3.48 | 16.74 | 14.80 | 10.72 | 6.48 | 12.30 | 25.91 | 16.50 | 20.78 | 40.93 | 9.23 | 15.23 | 10.14 | 17.23 | 10.71 | 31.88 | 32.33 | 35.99 |
| Yield(%) | 0.00 | 17.66 | 9.05 | 10.84 | 10.89 | 15.53 | 14.14 | 6.58 | 12.74 | 5.79 | 5.40 | 12.63 | 7.14 | 6.67 | 11.07 | 15.68 | 2.63 | 8.18 | 12.53 | 13.35 | 3.85 | 0.00 | 0.00 | 1.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.91 |
Data as of 08/01/2024, AR inception is 03/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EOMYX (WELLS FARGO OMEGA GROWTH FUND ADMINISTRATOR CLASS) |
-20.21%
Apr 2000 - Apr 2003 |
-8.40%
Apr 2000 - Apr 2005 |
-2.48%
Aug 2000 - Aug 2010 |
3.25%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EOMYX (WELLS FARGO OMEGA GROWTH FUND ADMINISTRATOR CLASS) |
30.92%
Dec 2018 - Dec 2021 |
26.02%
Oct 2016 - Oct 2021 |
18.98%
Sep 2011 - Sep 2021 |
15.50%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart