Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFINX (INDEX FUND CLASS C) | 10.79% | 27.02% | 21.24% | 9.08% | 11.03% | 11.14% | 8.12% | … | … |
Data as of 06/04/2026, Common starting date is 05/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFINX (INDEX FUND CLASS C) | 05/28/1999 | 06/04/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 27.02 | 21.24 | 9.08 | 11.03 | 11.14 | 8.12 | … | … | 10.79 | 16.46 | 23.47 | 24.84 | -25.40 | 17.37 | 3.14 | 30.28 | -5.40 | 20.45 | 10.76 | 0.04 | 12.21 | 30.63 | 14.56 | 0.77 | 13.61 | 21.63 | -41.10 | 4.15 | 14.34 | 3.61 | 9.40 | 26.72 | -23.06 | -12.93 | -10.55 | 12.11 |
| Sharpe Ratio | NA | 2.15 | 1.26 | 0.38 | 0.51 | NA | NA | … | … | 1.91 | 0.73 | 1.57 | 1.62 | -1.07 | 1.10 | 0.08 | 2.30 | -0.40 | 2.98 | 0.80 | 0.00 | 1.07 | 2.79 | 1.15 | 0.03 | 0.75 | 0.79 | -1.02 | 0.06 | 1.09 | 0.13 | 0.76 | 1.53 | -0.93 | -0.73 | -0.67 | 1.06 |
| Standard Deviation(%) | NA | 11.86 | 14.82 | 17.66 | 18.56 | NA | NA | … | … | 13.50 | 18.64 | 12.66 | 13.18 | 25.27 | 15.78 | 35.16 | 12.53 | 17.12 | 6.68 | 13.13 | 15.53 | 11.38 | 10.98 | 12.74 | 23.40 | 18.07 | 27.37 | 41.26 | 16.05 | 10.06 | 10.27 | 11.10 | 17.00 | 25.97 | 21.45 | 22.08 | 16.67 |
| Draw Down(%) | NA | 9.08 | 18.88 | 31.37 | 34.00 | NA | NA | … | … | 9.08 | 18.88 | 8.50 | 10.21 | 26.95 | 10.52 | 34.00 | 6.71 | 19.51 | 2.72 | 10.37 | 12.18 | 7.37 | 4.79 | 9.77 | 19.05 | 15.86 | 27.33 | 51.06 | 10.03 | 7.60 | 7.12 | 8.02 | 13.94 | 33.54 | 29.53 | 17.55 | 11.99 |
| Yield(%) | 0.00 | 6.59 | 8.07 | 4.25 | 9.07 | 10.14 | 6.88 | … | … | 0.00 | 6.71 | 8.79 | 7.84 | 0.27 | 0.12 | 0.32 | 31.37 | 23.14 | 19.07 | 9.45 | 7.01 | 2.14 | 4.00 | 3.20 | 4.35 | 15.35 | 1.02 | 0.98 | 0.66 | 0.63 | 0.58 | 0.73 | 0.54 | 0.27 | 0.16 | 0.11 | 0.19 |
Data as of 06/04/2026, Common starting date is 05/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFINX (INDEX FUND CLASS C) |
-17.68%
Feb 2006 – Feb 2009 |
-8.81%
Feb 2004 – Feb 2009 |
-4.08%
Jun 1999 – Jun 2009 |
1.85%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFINX (INDEX FUND CLASS C) |
22.85%
Feb 2009 – Feb 2012 |
20.77%
Feb 2009 – Feb 2014 |
14.93%
Feb 2009 – Feb 2019 |
12.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart