Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WENRX (WELLS FARGO ENTERPRISE FUND CLASS R6) | 8.24% | 14.80% | 17.32% | 2.76% | 11.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WENRX (WELLS FARGO ENTERPRISE FUND CLASS R6) | 11/28/2014 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.48 | 14.80 | 17.32 | 2.76 | 11.92 | NA | NA | … | … | 8.24 | 13.81 | 19.69 | 24.46 | -41.71 | 3.05 | 58.64 | 41.17 | -5.60 | 29.03 | 4.55 | -1.10 | -0.70 |
| Sharpe Ratio | NA | 0.74 | 0.67 | -0.01 | 0.41 | NA | NA | … | … | 0.63 | 0.42 | 0.89 | 1.12 | -1.06 | 0.12 | 1.58 | 2.50 | -0.35 | 2.95 | 0.26 | -0.07 | -0.47 |
| Standard Deviation(%) | NA | 19.09 | 21.69 | 26.56 | 24.68 | NA | NA | … | … | 23.32 | 26.14 | 18.07 | 18.76 | 40.79 | 25.32 | 36.82 | 15.91 | 20.01 | 9.67 | 16.61 | 16.57 | 16.41 |
| Draw Down(%) | NA | 13.45 | 27.42 | 51.62 | 51.62 | NA | NA | … | … | 12.11 | 27.42 | 9.95 | 18.42 | 45.70 | 19.42 | 35.08 | 7.99 | 24.29 | 5.29 | 18.75 | 15.49 | 5.25 |
| Yield(%) | 0.00 | 9.34 | 8.21 | 5.86 | 10.43 | 6.88 | 5.16 | … | … | 0.00 | 9.96 | 10.04 | 2.52 | 0.00 | 13.79 | 11.53 | 7.79 | 11.20 | 11.84 | 4.31 | 7.13 | 11.05 |
Data as of 06/04/2026, Common starting date is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WENRX (WELLS FARGO ENTERPRISE FUND CLASS R6) |
-9.80%
Nov 2020 – Nov 2023 |
0.27%
Jan 2021 – Jan 2026 |
7.88%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WENRX (WELLS FARGO ENTERPRISE FUND CLASS R6) |
32.45%
Oct 2018 – Oct 2021 |
26.43%
Feb 2016 – Feb 2021 |
12.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart