Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STYAX (WELLS FARGO INCOME PLUS FUND CLASS A) | 0.18% | 5.35% | 4.30% | 0.09% | 2.13% | 2.73% | 3.88% | … | … |
Data as of 06/03/2026, Common starting date is 07/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STYAX (WELLS FARGO INCOME PLUS FUND CLASS A) | 07/30/1998 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 5.35 | 4.30 | 0.09 | 2.13 | 2.73 | 3.88 | … | … | 0.18 | 7.04 | 2.06 | 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 | 0.77 | 0.28 | -0.42 | 0.12 | NA | NA | … | … | -0.34 | 0.99 | -0.30 | 0.40 | -2.15 | -0.32 | 1.30 | 2.54 | -0.76 | 1.86 | 1.98 | 0.02 | 2.68 | -0.48 | 2.36 | 2.07 | 2.15 | 2.92 | 0.24 | 0.98 | 0.90 | -0.35 | 1.57 | 2.02 | 1.83 | 1.45 | -0.52 | -1.97 | 1.69 |
| Standard Deviation(%) | NA | 3.75 | 5.20 | 5.66 | 4.77 | NA | NA | … | … | 4.07 | 4.22 | 5.25 | 7.06 | 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 | 2.83 | 6.13 | 19.19 | 20.21 | NA | NA | … | … | 2.83 | 2.65 | 3.75 | 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 | 4.58 | 4.45 | 3.13 | 3.09 | 3.17 | 3.91 | … | … | 1.69 | 4.63 | 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 06/03/2026, Common starting date 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 |
-0.94%
Jul 2020 – Jul 2025 |
1.26%
Oct 2012 – Oct 2022 |
2.75%
May 2011 – May 2026 |
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