Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFDAX (WELLS FARGO DISCOVERY FUND CLASS A) | 14.23% | 21.14% | 14.45% | 1.55% | 11.02% | 10.41% | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFDAX (WELLS FARGO DISCOVERY FUND CLASS A) | 07/31/2007 | 06/03/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 21.14 | 14.45 | 1.55 | 11.02 | 10.41 | NA | … | … | 14.23 | 5.47 | 18.01 | 20.13 | -37.91 | -6.25 | 61.61 | 39.12 | -7.02 | 29.13 | 7.18 | -1.67 | 0.62 | 42.41 | 15.89 | 0.82 | 34.89 | 38.40 | -43.61 | -9.82 |
| Sharpe Ratio | NA | 0.99 | 0.57 | -0.06 | 0.38 | NA | NA | … | … | 1.39 | 0.11 | 0.80 | 0.90 | -0.99 | -0.23 | 1.62 | 2.23 | -0.41 | 2.61 | 0.38 | -0.10 | 0.03 | 2.96 | 0.92 | 0.03 | 1.48 | 1.27 | -1.05 | -0.69 |
| Standard Deviation(%) | NA | 20.60 | 21.31 | 26.17 | 24.93 | NA | NA | … | … | 25.20 | 24.67 | 18.00 | 18.45 | 39.86 | 26.80 | 37.59 | 16.92 | 20.66 | 10.95 | 18.29 | 17.13 | 17.70 | 14.30 | 17.31 | 31.43 | 23.49 | 30.22 | 42.47 | 35.17 |
| Draw Down(%) | NA | 14.79 | 27.09 | 51.34 | 51.88 | NA | NA | … | … | 14.79 | 25.00 | 9.57 | 18.06 | 43.02 | 21.74 | 36.01 | 10.77 | 26.99 | 5.76 | 18.74 | 16.06 | 15.33 | 4.69 | 12.75 | 27.26 | 15.72 | 21.52 | 54.97 | 23.26 |
| Yield(%) | 0.00 | 16.81 | 10.15 | 9.04 | 13.29 | 12.42 | 9.49 | … | … | 0.00 | 16.69 | 11.05 | 0.00 | 0.89 | 27.08 | 7.84 | 17.15 | 15.41 | 20.05 | 1.46 | 8.27 | 7.73 | 8.49 | 6.23 | 4.08 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFDAX (WELLS FARGO DISCOVERY FUND CLASS A) |
-11.24%
Dec 2020 – Dec 2023 |
-2.74%
Dec 2020 – Dec 2025 |
5.85%
Oct 2013 – Oct 2023 |
6.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFDAX (WELLS FARGO DISCOVERY FUND CLASS A) |
34.47%
Feb 2009 – Feb 2012 |
29.23%
Feb 2009 – Feb 2014 |
18.44%
Feb 2009 – Feb 2019 |
14.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart