Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFCMX (Wells Fargo Fds Tr Corebuildr Shrs Srs M) | -2.24% | -0.89% | 2.43% | 0.89% | 2.62% | 3.58% | NA | 3.73% |
Data as of 07/18/2025, AR inception is 04/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFCMX (Wells Fargo Fds Tr Corebuildr Shrs Srs M) | 04/29/2008 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | -0.89 | 2.43 | 0.89 | 2.62 | 3.58 | NA | 3.73 | -2.24 | 3.16 | 6.74 | -8.34 | 2.22 | 4.22 | 8.43 | 2.64 | 7.04 | -1.00 | 4.39 | 13.28 | -1.36 | 12.40 | 6.32 | -0.19 | 14.25 | -5.73 |
| Sharpe Ratio | NA | -0.55 | -0.12 | -0.24 | 0.35 | NA | NA | 0.83 | -0.86 | -1.07 | 0.64 | -2.29 | 1.33 | 0.53 | 3.68 | 0.74 | 3.09 | -0.47 | 2.16 | 6.63 | -0.42 | 5.42 | 2.88 | -0.10 | 4.57 | -1.70 |
| Standard Deviation(%) | NA | 5.23 | 4.28 | 3.71 | 3.79 | NA | NA | 3.48 | 6.32 | 3.20 | 3.93 | 4.27 | 1.65 | 7.49 | 1.91 | 1.80 | 2.09 | 2.57 | 2.02 | 2.00 | 3.28 | 2.30 | 2.19 | 2.75 | 3.10 | 5.34 |
| Draw Down(%) | NA | 5.02 | 7.17 | 13.29 | 13.29 | NA | NA | 13.29 | 4.98 | 2.28 | 5.56 | 13.15 | 1.91 | 11.95 | 1.44 | 1.40 | 1.09 | 6.08 | 1.84 | 1.13 | 7.10 | 1.38 | 2.04 | 5.55 | 2.11 | 10.44 |
| Yield(%) | 0.00 | 3.33 | 3.61 | 3.16 | 3.35 | 3.68 | 3.12 | 3.67 | 1.34 | 3.97 | 3.82 | 3.18 | 2.59 | 3.21 | 3.49 | 3.57 | 3.47 | 2.83 | 3.45 | 5.19 | 4.00 | 6.03 | 0.00 | 0.00 | 0.52 | 3.65 |
Data as of 07/18/2025, AR inception is 04/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFCMX (Wells Fargo Fds Tr Corebuildr Shrs Srs M) |
-2.11%
Oct 2019 - Oct 2022 |
0.88%
Oct 2017 - Oct 2022 |
2.65%
Oct 2012 - Oct 2022 |
3.65%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFCMX (Wells Fargo Fds Tr Corebuildr Shrs Srs M) |
8.23%
Oct 2011 - Oct 2014 |
7.22%
Jan 2011 - Jan 2016 |
5.73%
Jan 2011 - Jan 2021 |
4.57%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart