Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WARHX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS R) | NA | 10.17% | 4.64% | 1.89% | NA | NA | NA | … | … |
Data as of 06/30/2023, Common starting date is 10/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WARHX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS R) | 10/01/2015 | 06/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.17 | 4.64 | 1.89 | NA | NA | NA | … | … | 4.69 | -4.74 | -7.38 | -5.38 | 10.45 | -8.02 | 11.90 | 2.38 | 1.00 |
| Sharpe Ratio | NA | 0.89 | 0.48 | 0.07 | NA | NA | NA | … | … | 0.78 | -0.75 | -0.85 | -0.35 | 1.57 | -1.26 | 3.08 | 0.28 | 0.51 |
| Standard Deviation(%) | NA | 7.55 | 7.10 | 9.31 | NA | NA | NA | … | … | 6.62 | 8.16 | 8.67 | 15.90 | 5.76 | 7.40 | 3.67 | 7.62 | 7.89 |
| Draw Down(%) | NA | 5.35 | 14.92 | 23.18 | NA | NA | NA | … | … | 4.76 | 13.13 | 10.02 | 23.18 | 4.91 | 12.33 | 1.25 | 7.21 | 3.65 |
| Yield(%) | 0.00 | 2.13 | 2.97 | 2.13 | 1.55 | 1.04 | 0.78 | … | … | 0.00 | 2.01 | 3.15 | 3.15 | 0.00 | 2.24 | 1.19 | 1.01 | 1.78 |
Data as of 06/30/2023, Common starting date is 10/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WARHX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS R) |
-2.24%
Mar 2017 – Mar 2020 |
-0.85%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WARHX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS R) |
6.33%
Mar 2020 – Mar 2023 |
4.48%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart