Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPBJX (Wells Fargo Real Return Fund R6) | 14.75% | 23.05% | 12.69% | 6.79% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPBJX (Wells Fargo Real Return Fund R6) | 11/02/2016 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 23.05 | 12.69 | 6.79 | NA | NA | NA | … | … | 14.75 | 11.25 | 8.50 | 5.81 | -9.87 | 8.25 | 8.45 | 10.26 | -3.89 | 3.39 | -1.97 |
| Sharpe Ratio | NA | 2.78 | 1.30 | 0.61 | NA | NA | NA | … | … | 4.14 | 1.20 | 0.63 | 0.37 | -1.38 | 2.18 | 1.16 | 2.70 | -1.63 | 0.85 | -2.72 |
| Standard Deviation(%) | NA | 7.63 | 7.35 | 7.09 | NA | NA | NA | … | … | 8.94 | 6.98 | 7.74 | 5.80 | 8.24 | 3.77 | 7.03 | 3.26 | 3.24 | 3.23 | 4.46 |
| Draw Down(%) | NA | 3.79 | 5.00 | 13.15 | NA | NA | NA | … | … | 1.88 | 4.39 | 4.30 | 5.05 | 13.15 | 2.20 | 11.29 | 1.65 | 4.96 | 2.37 | 3.05 |
| Yield(%) | 0.00 | 3.08 | 3.17 | 3.55 | 2.88 | 1.92 | 1.44 | … | … | 0.13 | 3.58 | 2.74 | 4.11 | 5.20 | 4.30 | 1.73 | 2.63 | 2.47 | 1.46 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPBJX (Wells Fargo Real Return Fund R6) |
0.03%
Oct 2020 – Oct 2023 |
2.01%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPBJX (Wells Fargo Real Return Fund R6) |
12.71%
May 2023 – May 2026 |
7.14%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart