Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFGBX (GROWTH BALANCED FUND CLASS A) | NA | 14.65% | 2.96% | 6.93% | 6.26% | 10.17% | 6.01% | 5.47% |
Data as of 02/26/2024, AR inception is 12/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFGBX (GROWTH BALANCED FUND CLASS A) | 12/17/1998 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 14.65 | 2.96 | 6.93 | 6.26 | 10.17 | 6.01 | 5.47 | 2.53 | 14.28 | -15.95 | 13.38 | 13.46 | 19.68 | -6.70 | 15.39 | 5.93 | 0.24 | 7.14 | 23.99 | 14.42 | -2.08 | 13.56 | 28.67 | -35.13 | 6.21 | 12.15 | 4.53 | 7.81 | 23.24 | -15.91 | -3.15 | 7.70 | 6.19 | 0.53 |
| Sharpe Ratio | NA | 1.24 | 0.08 | 0.42 | 0.48 | NA | NA | 0.30 | 1.58 | 1.09 | -1.14 | 1.35 | 0.71 | 2.60 | -0.77 | 3.31 | 0.61 | 0.02 | 0.86 | 2.67 | 1.28 | -0.10 | 0.88 | 1.32 | -1.13 | 0.27 | 1.06 | 0.29 | 0.77 | 1.71 | -0.94 | -0.40 | 0.37 | 0.25 | 0.66 |
| Standard Deviation(%) | NA | 8.97 | 11.49 | 12.76 | 10.93 | NA | NA | 13.88 | 9.09 | 9.29 | 15.20 | 9.91 | 18.66 | 7.02 | 10.48 | 4.48 | 9.41 | 9.81 | 8.25 | 8.96 | 11.31 | 20.19 | 15.27 | 21.69 | 31.88 | 12.06 | 8.46 | 8.00 | 8.94 | 13.17 | 18.17 | 13.91 | 9.62 | 11.72 | 19.36 |
| Draw Down(%) | NA | 9.05 | 22.32 | 25.44 | 25.44 | NA | NA | 50.02 | 2.01 | 9.05 | 21.90 | 5.71 | 25.44 | 3.61 | 14.30 | 1.49 | 8.53 | 8.33 | 5.61 | 4.38 | 9.65 | 18.82 | 13.68 | 21.33 | 43.98 | 7.73 | 7.72 | 5.67 | 7.29 | 11.98 | 25.04 | 17.87 | 5.79 | 7.77 | 2.74 |
| Yield(%) | 4.19 | 4.81 | 6.84 | 6.79 | 5.03 | 8.09 | 4.91 | 4.59 | 4.27 | 0.07 | 3.64 | 13.49 | 6.47 | 3.04 | 4.42 | 1.09 | 1.09 | 0.85 | 0.46 | 1.09 | 1.65 | 0.81 | 3.51 | 1.94 | 1.93 | 11.72 | 7.20 | 6.76 | 2.05 | 2.26 | 1.28 | 4.34 | 8.07 | 1.86 | 1.81 |
Data as of 02/26/2024, AR inception is 12/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFGBX (GROWTH BALANCED FUND CLASS A) |
-13.16%
Feb 2006 - Feb 2009 |
-5.82%
Feb 2004 - Feb 2009 |
-1.36%
Feb 1999 - Feb 2009 |
4.01%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFGBX (GROWTH BALANCED FUND CLASS A) |
21.49%
Feb 2009 - Feb 2012 |
18.85%
Feb 2009 - Feb 2014 |
11.93%
Feb 2009 - Feb 2019 |
9.52%
Jan 2009 - Jan 2024 |
Annualized Rolling Returns Comparison Chart