Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFTAX (INTERMEDIATE TAX/AMT-FREE FUND CLASS A) | 0.92% | 5.55% | 3.77% | 1.16% | 1.83% | 2.63% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFTAX (INTERMEDIATE TAX/AMT-FREE FUND CLASS A) | 08/06/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 5.55 | 3.77 | 1.16 | 1.83 | 2.63 | NA | … | … | 0.92 | 4.01 | 2.98 | 4.76 | -6.42 | 0.50 | 3.92 | 5.95 | 0.92 | 4.40 | -0.92 | 2.06 | 7.29 | -1.64 | 6.45 | 9.35 | 3.54 | 15.16 | -7.05 | 0.66 |
| Sharpe Ratio | NA | 1.37 | 0.28 | -0.48 | 0.07 | NA | NA | … | … | -0.10 | 0.31 | -0.25 | 0.38 | -2.65 | 0.35 | 0.58 | 2.87 | -0.32 | 1.92 | -0.48 | 1.22 | 4.60 | -0.62 | 3.43 | 4.34 | 1.51 | 4.90 | -1.79 | -0.46 |
| Standard Deviation(%) | NA | 2.09 | 3.05 | 2.86 | 3.08 | NA | NA | … | … | 2.43 | 3.66 | 2.56 | 2.95 | 2.98 | 1.37 | 6.35 | 1.56 | 1.48 | 1.96 | 2.35 | 1.66 | 1.58 | 2.71 | 1.88 | 2.15 | 2.29 | 3.08 | 4.46 | 2.09 |
| Draw Down(%) | NA | 2.43 | 3.97 | 10.54 | 10.54 | NA | NA | … | … | 2.43 | 3.97 | 1.82 | 4.57 | 9.88 | 1.75 | 10.04 | 1.44 | 1.66 | 1.42 | 5.25 | 2.44 | 1.10 | 5.50 | 1.52 | 1.60 | 3.74 | 2.14 | 10.19 | 0.93 |
| Yield(%) | 0.00 | 2.77 | 3.23 | 2.59 | 2.41 | 2.68 | 2.65 | … | … | 1.00 | 2.91 | 4.00 | 2.80 | 2.30 | 1.42 | 2.16 | 2.37 | 2.45 | 2.41 | 2.31 | 2.19 | 2.47 | 3.08 | 3.13 | 3.48 | 3.45 | 4.17 | 2.87 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFTAX (INTERMEDIATE TAX/AMT-FREE FUND CLASS A) |
-2.00%
Oct 2020 – Oct 2023 |
0.23%
Oct 2017 – Oct 2022 |
1.21%
Oct 2012 – Oct 2022 |
2.42%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFTAX (INTERMEDIATE TAX/AMT-FREE FUND CLASS A) |
9.25%
Dec 2008 – Dec 2011 |
6.42%
Dec 2008 – Dec 2013 |
4.55%
Dec 2008 – Dec 2018 |
3.57%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart