Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WABIX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND INSTITUTIONAL CLASS) | 18.37% | 28.18% | 14.53% | 7.30% | 6.09% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WABIX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND INSTITUTIONAL CLASS) | 12/03/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 28.18 | 14.53 | 7.30 | 6.09 | NA | NA | … | … | 18.37 | 8.39 | 6.36 | 12.95 | -2.44 | 2.65 | -2.88 | 11.24 | -5.58 | 12.56 | 2.97 | -4.79 | 1.22 | 8.15 | 1.48 |
| Sharpe Ratio | NA | 3.05 | 1.48 | 0.63 | 0.55 | NA | NA | … | … | 4.60 | 0.76 | 0.39 | 1.35 | -0.50 | 0.35 | -0.21 | 1.70 | -1.10 | 3.28 | 0.36 | -0.59 | 0.17 | 1.35 | 4.79 |
| Standard Deviation(%) | NA | 8.35 | 7.64 | 7.71 | 8.05 | NA | NA | … | … | 10.19 | 7.32 | 6.96 | 6.95 | 7.69 | 7.59 | 14.90 | 5.75 | 6.37 | 3.65 | 7.68 | 8.17 | 7.03 | 6.02 | 4.47 |
| Draw Down(%) | NA | 3.68 | 5.57 | 14.33 | 23.09 | NA | NA | … | … | 2.07 | 5.57 | 3.80 | 4.70 | 12.92 | 8.19 | 23.09 | 4.80 | 10.60 | 1.23 | 7.19 | 10.97 | 6.23 | 5.02 | 0.97 |
| Yield(%) | 0.00 | 2.46 | 5.79 | 4.22 | 3.71 | 2.90 | 2.18 | … | … | 0.00 | 2.46 | 10.76 | 3.49 | 2.61 | 3.50 | 3.21 | 3.20 | 2.82 | 2.40 | 1.22 | 1.74 | 3.81 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WABIX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND INSTITUTIONAL CLASS) |
-1.72%
Mar 2017 – Mar 2020 |
-0.80%
Mar 2015 – Mar 2020 |
1.62%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WABIX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND INSTITUTIONAL CLASS) |
14.99%
May 2023 – May 2026 |
7.71%
Feb 2021 – Feb 2026 |
6.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart