Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFIPX (WELLS FARGO INCOME PLUS FUND CLASS C) | -0.41% | 4.15% | 3.41% | -0.73% | 1.33% | 1.94% | 3.08% | … | … |
Data as of 06/03/2026, Common starting date is 07/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFIPX (WELLS FARGO INCOME PLUS FUND CLASS C) | 07/30/1998 | 06/03/2026 |
| 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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 4.15 | 3.41 | -0.73 | 1.33 | 1.94 | 3.08 | … | … | -0.41 | 6.22 | 1.23 | 5.76 | -14.67 | -1.65 | 7.33 | 8.28 | -1.26 | 4.56 | 4.90 | -0.71 | 5.69 | -2.23 | 4.85 | 6.92 | 6.89 | 11.52 | 1.54 | 5.42 | 4.55 | 0.66 | 5.77 | 7.51 | 6.54 | 7.08 | 1.92 | -4.26 | 3.53 |
| Sharpe Ratio | NA | 0.48 | 0.11 | -0.57 | -0.04 | NA | NA | … | … | -0.69 | 0.81 | -0.46 | 0.30 | -2.29 | -0.56 | 1.16 | 2.25 | -1.07 | 1.53 | 1.68 | -0.21 | 2.35 | -0.68 | 2.11 | 1.86 | 1.93 | 2.73 | 0.10 | 0.72 | 0.53 | -0.67 | 1.35 | 1.93 | 1.80 | 1.26 | -0.73 | -2.20 | 1.47 |
| Standard Deviation(%) | NA | 3.73 | 5.18 | 5.62 | 4.75 | NA | NA | … | … | 4.17 | 4.14 | 5.19 | 7.12 | 7.06 | 3.00 | 6.10 | 3.02 | 2.48 | 2.57 | 2.79 | 3.45 | 2.41 | 3.33 | 2.30 | 3.71 | 3.53 | 4.18 | 5.55 | 3.14 | 2.14 | 2.40 | 3.55 | 3.53 | 3.00 | 3.74 | 3.14 | 3.46 | 3.62 |
| Draw Down(%) | NA | 3.13 | 6.39 | 19.84 | 21.31 | NA | NA | … | … | 3.13 | 2.66 | 3.99 | 7.72 | 18.16 | 2.91 | 9.12 | 1.98 | 3.16 | 1.45 | 3.65 | 3.14 | 1.14 | 5.61 | 1.22 | 1.71 | 3.44 | 2.00 | 5.90 | 2.29 | 1.75 | 2.28 | 4.14 | 4.74 | 2.32 | 2.72 | 3.91 | 6.28 | 2.47 |
| Yield(%) | 0.00 | 3.50 | 3.61 | 2.42 | 2.33 | 2.38 | 3.04 | … | … | 1.10 | 3.86 | 3.77 | 3.26 | 1.69 | 0.79 | 1.78 | 3.06 | 1.89 | 1.92 | 2.05 | 1.51 | 1.41 | 1.23 | 4.66 | 2.72 | 3.92 | 4.31 | 3.49 | 4.16 | 4.50 | 5.08 | 4.71 | 5.55 | 5.40 | 5.59 | 7.50 | 5.89 | 2.60 |
Data as of 06/03/2026, Common starting date is 07/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFIPX (WELLS FARGO INCOME PLUS FUND CLASS C) |
-6.52%
Oct 2020 – Oct 2023 |
-1.69%
Jul 2020 – Jul 2025 |
0.51%
Oct 2012 – Oct 2022 |
1.96%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFIPX (WELLS FARGO INCOME PLUS FUND CLASS C) |
10.27%
Oct 2008 – Oct 2011 |
7.01%
Jul 2007 – Jul 2012 |
6.16%
Oct 2000 – Oct 2010 |
5.23%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart