Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFBCX (MODERATE BALANCED FUND CLASS C) | NA | 10.03% | 0.55% | 4.09% | 3.88% | 6.75% | 4.07% | … | … |
Data as of 02/26/2024, Common starting date is 02/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFBCX (MODERATE BALANCED FUND CLASS C) | 02/04/2004 | 02/26/2024 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 10.03 | 0.55 | 4.09 | 3.88 | 6.75 | 4.07 | … | … | 1.20 | 9.95 | -13.98 | 7.51 | 10.60 | 13.93 | -4.61 | 9.47 | 4.05 | -0.15 | 5.25 | 13.40 | 10.33 | -0.11 | 9.94 | 20.86 | -25.33 | 5.26 | 8.15 | 2.84 | 4.33 |
| Sharpe Ratio | NA | 0.93 | -0.19 | 0.30 | 0.40 | NA | NA | … | … | 0.64 | 0.81 | -1.48 | 1.24 | 0.83 | 2.83 | -0.86 | 3.20 | 0.65 | -0.03 | 1.01 | 2.33 | 1.52 | -0.01 | 1.06 | 1.49 | -1.36 | 0.32 | 0.90 | 0.13 | 0.67 |
| Standard Deviation(%) | NA | 6.85 | 8.08 | 8.61 | 7.25 | NA | NA | … | … | 7.17 | 7.09 | 10.41 | 6.04 | 12.37 | 4.42 | 6.93 | 2.77 | 5.89 | 6.10 | 5.16 | 5.74 | 6.81 | 11.98 | 9.26 | 13.89 | 19.28 | 7.21 | 5.45 | 5.05 | 5.70 |
| Draw Down(%) | NA | 7.03 | 18.62 | 18.62 | 18.62 | NA | NA | … | … | 1.60 | 7.03 | 17.97 | 2.63 | 18.25 | 1.80 | 9.66 | 0.93 | 5.09 | 5.65 | 3.49 | 3.71 | 5.70 | 11.51 | 8.60 | 14.00 | 32.12 | 4.16 | 4.71 | 3.53 | 5.06 |
| Yield(%) | 2.87 | 3.57 | 5.07 | 5.00 | 5.21 | 6.57 | 4.47 | … | … | 2.89 | 0.46 | 2.36 | 10.20 | 5.35 | 2.55 | 12.10 | 8.24 | 2.35 | 4.46 | 3.37 | 0.43 | 1.12 | 2.53 | 1.67 | 3.15 | 2.99 | 9.28 | 6.86 | 6.74 | 4.38 |
Data as of 02/26/2024, Common starting date is 02/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFBCX (MODERATE BALANCED FUND CLASS C) |
-8.54%
Feb 2006 – Feb 2009 |
-2.85%
Mar 2004 – Mar 2009 |
3.06%
Oct 2013 – Oct 2023 |
3.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFBCX (MODERATE BALANCED FUND CLASS C) |
15.40%
Feb 2009 – Feb 2012 |
13.00%
Feb 2009 – Feb 2014 |
8.17%
Feb 2009 – Feb 2019 |
6.37%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart