Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHBAX (WELLS FARGO HIGH INCOME FUND CLASS A) | NA | -2.38% | -4.95% | -2.61% | -1.42% | NA | NA | … | … |
Data as of 07/29/2016, Common starting date is 09/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHBAX (WELLS FARGO HIGH INCOME FUND CLASS A) | 09/21/2001 | 07/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.38 | -4.95 | -2.61 | -1.42 | NA | NA | … | … | 5.63 | -9.72 | -6.64 | -4.53 | 6.77 | -1.76 | 5.44 | 23.06 | -24.17 | -3.73 | 1.83 | -3.41 | 2.86 | 15.47 | -15.91 | 2.59 |
| Sharpe Ratio | NA | -0.38 | -0.94 | -0.53 | -0.40 | NA | NA | … | … | 1.49 | -2.08 | -1.59 | -0.84 | 2.51 | -0.35 | 1.52 | 4.64 | -3.13 | -2.04 | -0.93 | -2.41 | 0.81 | 4.90 | -3.19 | 1.80 |
| Standard Deviation(%) | NA | 6.54 | 5.34 | 5.05 | 5.00 | NA | NA | … | … | 6.57 | 4.68 | 4.19 | 5.41 | 2.69 | 5.05 | 3.51 | 4.95 | 7.98 | 3.32 | 1.58 | 2.31 | 2.36 | 3.02 | 5.34 | 4.69 |
| Draw Down(%) | NA | 12.17 | 22.92 | 25.63 | 32.49 | NA | NA | … | … | 4.82 | 12.73 | 11.20 | 7.54 | 2.92 | 10.76 | 4.33 | 6.63 | 28.70 | 7.08 | 2.46 | 5.92 | 5.85 | 4.45 | 22.98 | 2.82 |
| Yield(%) | 0.00 | 4.65 | 6.42 | 6.45 | 6.56 | 6.47 | 4.85 | … | … | 2.21 | 5.00 | 6.42 | 9.38 | 6.82 | 6.63 | 6.86 | 8.89 | 6.73 | 6.93 | 7.32 | 5.45 | 6.88 | 6.51 | 6.71 | 3.98 |
Data as of 07/29/2016, Common starting date is 09/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHBAX (WELLS FARGO HIGH INCOME FUND CLASS A) |
-10.61%
Nov 2005 – Nov 2008 |
-6.34%
Nov 2003 – Nov 2008 |
-2.24%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHBAX (WELLS FARGO HIGH INCOME FUND CLASS A) |
9.22%
Nov 2008 – Nov 2011 |
7.10%
Nov 2008 – Nov 2013 |
2.01%
Oct 2002 – Oct 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart