Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFDSX (WELLS FARGO DISCOVERY FUND INSTITUTIONAL CLASS) | 2.48% | 12.69% | 14.48% | 4.48% | 8.53% | 12.17% | NA | 10.47% |
Data as of 06/30/2025, AR inception is 08/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFDSX (WELLS FARGO DISCOVERY FUND INSTITUTIONAL CLASS) | 08/31/2006 | 06/30/2025 |
| 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.65 | 12.69 | 14.48 | 4.48 | 8.53 | 12.17 | NA | 10.47 | 2.48 | 9.81 | 20.52 | -38.43 | -28.65 | 54.67 | 39.55 | -6.71 | 29.60 | 7.53 | -1.28 | 0.99 | 42.97 | 16.29 | 1.21 | 35.69 | 38.88 | -43.35 | 22.26 | 8.66 |
| Sharpe Ratio | NA | 0.31 | 0.39 | 0.11 | 0.28 | NA | NA | 0.36 | 0.04 | 0.16 | 0.89 | -1.00 | -0.69 | 1.42 | 2.25 | -0.39 | 2.65 | 0.40 | -0.08 | 0.06 | 3.00 | 0.95 | 0.04 | 1.51 | 1.29 | -1.04 | 1.06 | 1.87 |
| Standard Deviation(%) | NA | 25.65 | 23.19 | 27.16 | 24.93 | NA | NA | 25.02 | 30.76 | 19.80 | 18.43 | 39.93 | 41.63 | 38.18 | 16.94 | 20.66 | 10.96 | 18.27 | 17.11 | 17.72 | 14.30 | 17.29 | 31.43 | 23.51 | 30.12 | 42.42 | 18.35 | 13.55 |
| Draw Down(%) | NA | 27.00 | 27.00 | 51.61 | 51.61 | NA | NA | 56.15 | 24.96 | 15.20 | 18.02 | 42.95 | 39.20 | 35.96 | 10.69 | 26.91 | 5.74 | 18.73 | 15.99 | 15.15 | 4.70 | 12.74 | 27.14 | 15.53 | 21.43 | 54.89 | 11.17 | 3.06 |
| Yield(%) | 0.00 | 8.50 | 4.14 | 9.30 | 10.04 | 15.66 | 11.39 | 12.66 | 0.00 | 9.32 | 0.00 | 0.76 | 24.11 | 7.04 | 15.66 | 14.31 | 18.90 | 1.38 | 7.89 | 7.43 | 8.21 | 6.06 | 3.99 | 0.21 | 0.00 | 0.00 | 18.13 | 5.44 |
Data as of 06/30/2025, AR inception is 08/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFDSX (WELLS FARGO DISCOVERY FUND INSTITUTIONAL CLASS) |
-10.90%
Dec 2020 - Dec 2023 |
2.80%
Sep 2018 - Sep 2023 |
6.23%
Oct 2013 - Oct 2023 |
7.57%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFDSX (WELLS FARGO DISCOVERY FUND INSTITUTIONAL CLASS) |
35.08%
Feb 2009 - Feb 2012 |
29.77%
Feb 2009 - Feb 2014 |
18.90%
Feb 2009 - Feb 2019 |
14.84%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart