Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STYBX (WELLS FARGO INCOME PLUS FUND CLASS B) | NA | 4.10% | 2.61% | 2.32% | 4.33% | 4.53% | NA | … | … |
Data as of 01/24/2017, Common starting date is 07/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STYBX (WELLS FARGO INCOME PLUS FUND CLASS B) | 07/30/1998 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.10 | 2.61 | 2.32 | 4.33 | 4.53 | NA | … | … | 0.00 | 4.33 | -0.76 | 5.66 | -2.24 | 4.80 | 7.06 | 6.88 | 11.42 | 1.52 | 5.50 | 4.55 | 0.66 | 5.67 | 7.74 | 6.75 | 7.16 | 1.92 | -4.26 | 3.54 |
| Sharpe Ratio | NA | 1.51 | 0.87 | 0.78 | 1.10 | NA | NA | … | … | 0.00 | 1.50 | -0.23 | 2.35 | -0.68 | 2.08 | 1.95 | 1.91 | 2.72 | 0.11 | 0.79 | 0.58 | -0.64 | 1.34 | 2.00 | 1.87 | 1.31 | -0.75 | -2.12 | 1.51 |
| Standard Deviation(%) | NA | 2.66 | 2.88 | 2.89 | 3.55 | NA | NA | … | … | NA | 2.74 | 3.48 | 2.41 | 3.36 | 2.30 | 3.60 | 3.55 | 4.16 | 5.57 | 3.15 | 2.16 | 2.36 | 3.53 | 3.52 | 3.01 | 3.75 | 2.82 | 3.53 | 3.63 |
| Draw Down(%) | NA | 3.52 | 3.52 | 5.61 | 5.92 | NA | NA | … | … | 0.00 | 3.52 | 3.18 | 1.14 | 5.61 | 1.14 | 1.62 | 3.45 | 1.92 | 5.92 | 2.19 | 1.66 | 2.36 | 4.14 | 4.73 | 2.32 | 2.72 | 3.83 | 6.27 | 2.47 |
| Yield(%) | 0.00 | 1.84 | 1.58 | 2.09 | 3.08 | 3.73 | 3.45 | … | … | 0.00 | 1.84 | 1.45 | 1.39 | 1.22 | 4.61 | 2.69 | 3.91 | 4.21 | 3.47 | 4.14 | 4.49 | 5.08 | 4.71 | 5.67 | 5.60 | 5.67 | 7.51 | 5.88 | 2.60 |
Data as of 01/24/2017, 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 |
|---|---|---|---|---|
| STYBX (WELLS FARGO INCOME PLUS FUND CLASS B) |
0.83%
Dec 2012 – Dec 2015 |
2.31%
Dec 2011 – Dec 2016 |
3.26%
Nov 1998 – Nov 2008 |
4.27%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STYBX (WELLS FARGO INCOME PLUS FUND CLASS B) |
10.29%
Oct 2008 – Oct 2011 |
7.02%
Jul 2007 – Jul 2012 |
6.19%
Oct 2000 – Oct 2010 |
5.26%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart