Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STYAX (WELLS FARGO INCOME PLUS FUND CLASS A) | 3.63% | 3.21% | 2.11% | -0.93% | 2.20% | 2.80% | 3.77% | 3.99% |
Data as of 08/01/2025, AR inception is 07/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STYAX (WELLS FARGO INCOME PLUS FUND CLASS A) | 07/30/1998 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 3.21 | 2.11 | -0.93 | 2.20 | 2.80 | 3.77 | 3.99 | 3.63 | 1.53 | 6.45 | -13.98 | -0.94 | 8.22 | 9.11 | -0.51 | 5.33 | 5.76 | 0.09 | 6.49 | -1.57 | 5.61 | 7.76 | 7.65 | 12.38 | 2.29 | 6.25 | 5.33 | 1.42 | 6.54 | 8.06 | 7.00 | 7.78 | 2.77 | -3.55 | 3.83 |
| Sharpe Ratio | NA | 0.01 | -0.20 | -0.53 | 0.16 | NA | NA | 0.65 | 0.67 | -0.97 | 0.31 | -2.14 | -0.32 | 1.30 | 2.57 | -0.73 | 1.87 | 1.99 | 0.02 | 2.68 | -0.48 | 2.36 | 2.08 | 2.15 | 2.92 | 0.24 | 1.03 | 0.97 | -0.31 | 1.58 | 2.03 | 1.84 | 1.48 | -0.47 | -1.93 | 1.73 |
| Standard Deviation(%) | NA | 4.89 | 6.26 | 5.74 | 4.74 | NA | NA | 3.97 | 4.93 | 5.22 | 7.10 | 7.20 | 3.07 | 6.11 | 3.00 | 2.49 | 2.52 | 2.80 | 3.42 | 2.42 | 3.34 | 2.38 | 3.72 | 3.51 | 4.21 | 5.60 | 3.16 | 2.14 | 2.38 | 3.55 | 3.63 | 3.20 | 3.74 | 2.80 | 3.51 | 3.57 |
| Draw Down(%) | NA | 4.53 | 9.54 | 20.21 | 20.21 | NA | NA | 20.21 | 2.65 | 4.25 | 7.26 | 17.71 | 2.78 | 9.11 | 1.98 | 2.56 | 1.37 | 3.39 | 2.76 | 1.14 | 5.35 | 1.22 | 1.65 | 3.31 | 1.90 | 5.79 | 2.13 | 1.44 | 2.25 | 4.02 | 4.62 | 2.27 | 2.75 | 3.54 | 5.92 | 2.47 |
| Yield(%) | 0.00 | 3.73 | 3.72 | 2.63 | 2.97 | 3.16 | 3.78 | 3.94 | 1.78 | 4.50 | 4.01 | 2.39 | 1.56 | 2.49 | 3.86 | 2.63 | 2.68 | 2.90 | 2.30 | 2.18 | 1.97 | 5.39 | 3.44 | 4.65 | 5.10 | 4.21 | 4.94 | 5.23 | 5.82 | 5.44 | 5.98 | 5.84 | 6.35 | 8.21 | 6.60 | 2.96 |
Data as of 08/01/2025, AR inception is 07/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STYAX (WELLS FARGO INCOME PLUS FUND CLASS A) |
-5.84%
Oct 2020 - Oct 2023 |
-1.09%
Jul 2020 - Jul 2025 |
1.26%
Oct 2012 - Oct 2022 |
2.74%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STYAX (WELLS FARGO INCOME PLUS FUND CLASS A) |
11.07%
Oct 2008 - Oct 2011 |
7.81%
Jul 2007 - Jul 2012 |
6.88%
Oct 2000 - Oct 2010 |
5.98%
May 2000 - May 2015 |
Annualized Rolling Returns Comparison Chart