Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFDRX (WELLS FARGO DISCOVERY FUND CLASS R6) | 1.96% | 11.89% | 12.57% | 4.24% | 8.59% | NA | NA | 10.54% |
Data as of 07/02/2025, AR inception is 07/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFDRX (WELLS FARGO DISCOVERY FUND CLASS R6) | 07/03/2013 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 11.89 | 12.57 | 4.24 | 8.59 | NA | NA | 10.54 | 1.96 | 10.06 | 20.62 | -38.35 | -28.34 | 54.96 | 39.69 | -6.60 | 29.74 | 7.65 | -1.22 | 1.01 | 18.93 |
| Sharpe Ratio | NA | 0.32 | 0.40 | 0.11 | 0.28 | NA | NA | 0.36 | 0.04 | 0.18 | 0.90 | -1.00 | -0.69 | 1.42 | 2.24 | -0.38 | 2.66 | 0.41 | -0.07 | 0.06 | 3.05 |
| Standard Deviation(%) | NA | 25.59 | 23.15 | 27.14 | 24.96 | NA | NA | 23.68 | 30.64 | 19.76 | 18.45 | 39.89 | 41.37 | 38.32 | 17.05 | 20.66 | 10.99 | 18.28 | 17.12 | 17.71 | 13.70 |
| Draw Down(%) | NA | 26.97 | 26.97 | 51.52 | 51.52 | NA | NA | 51.52 | 24.94 | 15.07 | 18.01 | 42.91 | 38.93 | 35.92 | 10.69 | 26.88 | 5.72 | 18.70 | 16.00 | 15.10 | 4.72 |
| Yield(%) | 0.00 | 8.34 | 3.89 | 9.12 | 10.04 | 8.70 | 6.52 | 11.86 | 0.00 | 9.16 | 0.00 | 0.74 | 23.88 | 6.98 | 15.56 | 14.24 | 18.84 | 1.38 | 7.88 | 7.43 | 7.01 |
Data as of 07/02/2025, AR inception is 07/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFDRX (WELLS FARGO DISCOVERY FUND CLASS R6) |
-10.81%
Dec 2020 - Dec 2023 |
2.92%
Sep 2018 - Sep 2023 |
6.34%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFDRX (WELLS FARGO DISCOVERY FUND CLASS R6) |
29.40%
Oct 2018 - Oct 2021 |
27.25%
Feb 2016 - Feb 2021 |
10.30%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart