Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WFTCX (SPECIALIZED TECHNOLOGY FUND CLASS C) NA -1.71% 14.52% 3.14% 13.24% 12.71% 11.30%
Data as of 11/19/2025, Common starting date is 09/15/2000
More Performance Analytics Comparison
Name Start Date End Date
WFTCX (SPECIALIZED TECHNOLOGY FUND CLASS C) 09/15/2000 11/19/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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
Annualized Return (%) -2.40 -1.71 14.52 3.14 13.24 12.71 11.30 1.46 -3.22 33.60 -61.92 -24.61 35.00 28.37 6.76 41.90 4.03 3.74 11.56 41.95 11.55 -10.79 26.04 57.44 -45.44 27.64 5.36 7.41 16.83 71.19 -41.73 -38.77 -31.90
Sharpe Ratio NA -0.21 0.55 0.04 0.48 NA NA -0.06 -0.41 1.71 -1.06 -0.50 0.80 1.31 0.20 3.12 0.23 0.20 0.69 2.79 0.75 -0.42 1.16 2.14 -1.18 1.21 0.13 0.35 0.78 2.59 -1.23 -0.93 -1.69
Standard Deviation(%) NA 22.68 19.33 24.37 24.36 NA NA 23.31 24.19 17.29 59.79 48.90 43.32 20.52 27.65 13.29 16.48 18.52 16.79 15.01 15.50 25.85 22.44 26.85 39.29 20.46 15.88 14.78 20.47 27.19 34.90 44.73 46.07
Draw Down(%) NA 22.17 22.17 45.95 45.95 NA NA 21.01 22.67 13.12 62.74 40.55 31.60 14.05 25.76 8.55 14.88 15.01 11.20 5.17 13.95 24.77 14.16 17.87 53.42 12.10 20.99 15.23 21.94 16.48 54.32 61.13 38.21
Yield(%) 0.00 16.63 17.86 15.27 18.30 18.32 19.43 0.00 20.17 0.00 23.89 37.63 28.70 13.53 25.67 12.13 7.21 14.35 13.79 7.13 3.37 4.63 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/19/2025, Common starting date is 09/15/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WFTCX (SPECIALIZED TECHNOLOGY FUND CLASS C) -21.99%
Oct 2000 – Oct 2003
-10.99%
Oct 2000 – Oct 2005
-2.18%
Oct 2000 – Oct 2010
2.25%
Oct 2000 – Oct 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WFTCX (SPECIALIZED TECHNOLOGY FUND CLASS C) 33.09%
Dec 2018 – Dec 2021
30.87%
Feb 2016 – Feb 2021
21.15%
Dec 2011 – Dec 2021
17.51%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return