Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCIIX (WELLS FARGO CONSERVATIVE INCOME FUND INSTITUTIONAL CLASS) | NA | 235,324.95% | 1,248.74% | 378.66% | 120.30% | NA | NA | … | … |
Data as of 10/28/2024, Common starting date is 06/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCIIX (WELLS FARGO CONSERVATIVE INCOME FUND INSTITUTIONAL CLASS) | 06/04/2013 | 10/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 221,455.78 | 235,324.95 | 1,248.74 | 378.66 | 120.30 | NA | NA | … | … | 231,245.28 | 5.60 | 0.45 | 0.09 | 1.72 | 2.96 | 1.78 | 1.38 | 1.08 | 0.30 | 0.41 | 0.31 |
| Sharpe Ratio | NA | 304.92 | 2.79 | 1.09 | 0.49 | NA | NA | … | … | 1,404.81 | 0.86 | -0.92 | 0.21 | 0.95 | 1.68 | 0.70 | 1.51 | 1.95 | 0.53 | 0.94 | 0.78 |
| Standard Deviation(%) | NA | 771.74 | 445.57 | 345.00 | 243.91 | NA | NA | … | … | 847.76 | 1.57 | 1.02 | 0.34 | 1.56 | 0.93 | 0.67 | 0.50 | 0.44 | 0.51 | 0.42 | 0.65 |
| Draw Down(%) | NA | 0.30 | 1.18 | 3.09 | 3.09 | NA | NA | … | … | 0.30 | 0.30 | 1.13 | 0.20 | 3.09 | 0.10 | 0.10 | 0.10 | 0.10 | 0.11 | 0.11 | 0.30 |
| Yield(%) | 0.00 | 5.27 | 3.56 | 2.59 | 1.99 | 1.37 | 1.03 | … | … | 104.37 | 4.84 | 1.98 | 0.49 | 1.29 | 2.53 | 2.17 | 1.37 | 0.87 | 0.50 | 0.51 | 0.21 |
Data as of 10/28/2024, Common starting date is 06/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCIIX (WELLS FARGO CONSERVATIVE INCOME FUND INSTITUTIONAL CLASS) |
0.53%
Oct 2019 – Oct 2022 |
0.92%
Jul 2013 – Jul 2018 |
1.34%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCIIX (WELLS FARGO CONSERVATIVE INCOME FUND INSTITUTIONAL CLASS) |
3.42%
Sep 2021 – Sep 2024 |
2.55%
Sep 2019 – Sep 2024 |
1.97%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart