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
WFTDX (SPECIALIZED TECHNOLOGY FUND ADMINISTRATOR) NA 6.47% 18.68% 4.94% 15.58% 14.79% NA
Data as of 10/10/2025, Common starting date is 07/30/2010
More Performance Analytics Comparison
Name Start Date End Date
WFTDX (SPECIALIZED TECHNOLOGY FUND ADMINISTRATOR) 07/30/2010 10/10/2025
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
Annualized Return (%) 0.00 6.47 18.68 4.94 15.58 14.79 NA 7.54 8.25 34.79 -51.38 -11.19 45.07 29.51 7.64 43.07 4.89 4.75 12.59 43.23 12.78 -10.08 24.28
Sharpe Ratio NA 0.16 0.77 0.13 0.58 NA NA 0.30 0.09 1.80 -1.23 -0.31 1.11 1.37 0.23 3.20 0.29 0.26 0.75 2.87 0.83 -0.39 3.59
Standard Deviation(%) NA 21.92 19.74 24.39 24.20 NA NA 23.13 17.69 17.09 43.07 36.21 40.14 20.49 27.59 13.33 16.40 18.51 16.79 15.04 15.54 25.83 18.62
Draw Down(%) NA 21.84 21.84 44.98 44.98 NA NA 20.79 14.14 12.90 52.36 30.42 31.55 13.88 25.53 8.55 14.75 15.01 11.20 5.18 13.95 24.24 5.99
Yield(%) 0.00 7.35 10.24 10.63 16.62 18.42 15.09 0.00 8.81 0.00 13.42 24.91 20.41 10.02 20.43 9.91 6.01 12.36 12.20 6.40 3.07 4.27 0.00
Data as of 10/10/2025, Common starting date is 07/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WFTDX (SPECIALIZED TECHNOLOGY FUND ADMINISTRATOR) -3.36%
Apr 2021 – Apr 2024
5.40%
Aug 2020 – Aug 2025
13.09%
Oct 2013 – Oct 2023
14.64%
Sep 2010 – Sep 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WFTDX (SPECIALIZED TECHNOLOGY FUND ADMINISTRATOR) 34.44%
Dec 2018 – Dec 2021
31.98%
Feb 2016 – Feb 2021
22.29%
Dec 2011 – Dec 2021
15.51%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return