Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFGWX (GROWTH BALANCED FUND CLASS C) | NA | 13.81% | 2.20% | 6.14% | 5.47% | 9.35% | 5.22% | 4.21% |
Data as of 02/26/2024, AR inception is 12/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFGWX (GROWTH BALANCED FUND CLASS C) | 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 (%) | 1.21 | 13.81 | 2.20 | 6.14 | 5.47 | 9.35 | 5.22 | 4.21 | 2.43 | 13.43 | -16.57 | 12.54 | 12.61 | 18.78 | -7.40 | 14.54 | 5.13 | -0.47 | 6.32 | 23.07 | 13.54 | -2.78 | 12.71 | 27.75 | -35.63 | 5.40 | 11.41 | 3.75 | 6.96 | 22.39 | -16.59 | -8.06 | 0.25 | 5.22 | 0.33 |
| Sharpe Ratio | NA | 1.15 | 0.01 | 0.37 | 0.41 | NA | NA | 0.21 | 1.50 | 1.00 | -1.18 | 1.38 | 0.66 | 2.47 | -0.84 | 3.13 | 0.52 | -0.05 | 0.76 | 2.56 | 1.20 | -0.14 | 0.83 | 1.27 | -1.15 | 0.20 | 0.96 | 0.20 | 0.67 | 1.65 | -0.98 | -0.73 | -0.35 | 0.17 | 0.32 |
| Standard Deviation(%) | NA | 8.95 | 11.48 | 12.64 | 10.86 | NA | NA | 13.92 | 9.04 | 9.28 | 15.21 | 9.04 | 18.67 | 7.05 | 10.47 | 4.47 | 9.41 | 9.81 | 8.26 | 8.98 | 11.31 | 20.22 | 15.29 | 21.70 | 31.81 | 12.04 | 8.49 | 7.99 | 8.95 | 13.19 | 18.14 | 14.55 | 10.88 | 11.80 | 20.29 |
| Draw Down(%) | NA | 9.21 | 22.86 | 25.49 | 25.49 | NA | NA | 50.57 | 2.05 | 9.21 | 22.34 | 3.91 | 25.49 | 3.67 | 14.87 | 1.56 | 8.60 | 8.57 | 5.70 | 4.44 | 9.79 | 19.06 | 13.81 | 21.46 | 44.37 | 7.81 | 7.81 | 5.78 | 7.59 | 12.08 | 25.38 | 18.11 | 10.17 | 7.77 | 2.90 |
| Yield(%) | 4.30 | 4.83 | 7.29 | 7.00 | 4.85 | 7.47 | 4.51 | 3.68 | 4.38 | 0.00 | 3.65 | 15.06 | 6.68 | 2.60 | 4.18 | 0.45 | 0.55 | 0.39 | 0.23 | 0.56 | 1.08 | 0.21 | 3.15 | 1.35 | 1.47 | 12.17 | 7.09 | 6.61 | 1.19 | 1.85 | 0.63 | 0.00 | 1.47 | 1.62 | 1.91 |
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 |
|---|---|---|---|---|
| WFGWX (GROWTH BALANCED FUND CLASS C) |
-13.79%
Feb 2006 - Feb 2009 |
-6.51%
Feb 2004 - Feb 2009 |
-3.17%
Feb 1999 - Feb 2009 |
2.76%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFGWX (GROWTH BALANCED FUND CLASS C) |
20.57%
Feb 2009 - Feb 2012 |
17.96%
Feb 2009 - Feb 2014 |
11.10%
Feb 2009 - Feb 2019 |
8.70%
Jan 2009 - Jan 2024 |
Annualized Rolling Returns Comparison Chart