Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIPIX (Wells Fargo Advantage Fd Incme Plus Insti Clas) | 0.50% | 5.19% | 4.68% | 0.53% | 2.84% | 3.30% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/23/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIPIX (Wells Fargo Advantage Fd Incme Plus Insti Clas) | 07/23/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.19 | 4.68 | 0.53 | 2.84 | 3.30 | NA | … | … | 0.50 | 7.36 | 2.35 | 6.79 | -13.68 | 0.17 | 11.62 | 9.45 | -0.19 | 5.67 | 5.96 | 0.45 | 6.73 | -1.30 | 5.98 | 8.15 | 7.93 | 12.32 | 1.15 |
| Sharpe Ratio | NA | 0.85 | 0.34 | -0.34 | 0.27 | NA | NA | … | … | -0.26 | 1.07 | -0.25 | 0.44 | -2.14 | 0.05 | 2.10 | 2.65 | -0.64 | 1.95 | 2.02 | 0.12 | 2.74 | -0.40 | 2.52 | 2.20 | 2.21 | 2.91 | 0.31 |
| Standard Deviation(%) | NA | 3.78 | 5.20 | 5.63 | 4.67 | NA | NA | … | … | 4.18 | 4.21 | 5.20 | 7.10 | 7.08 | 2.95 | 5.39 | 3.01 | 2.46 | 2.58 | 2.85 | 3.46 | 2.45 | 3.29 | 2.37 | 3.70 | 3.55 | 4.20 | 6.64 |
| Draw Down(%) | NA | 2.86 | 6.13 | 18.30 | 18.30 | NA | NA | … | … | 2.86 | 2.65 | 3.65 | 7.04 | 17.51 | 2.73 | 9.10 | 1.90 | 2.48 | 1.36 | 3.40 | 2.69 | 1.06 | 5.26 | 1.14 | 1.62 | 3.29 | 2.21 | 6.77 |
| Yield(%) | 0.00 | 4.86 | 4.75 | 3.55 | 3.79 | 3.75 | 3.81 | … | … | 1.82 | 4.95 | 4.77 | 4.33 | 2.68 | 2.65 | 5.77 | 4.18 | 2.94 | 3.00 | 3.18 | 2.59 | 2.42 | 2.24 | 5.67 | 3.81 | 4.93 | 5.07 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/23/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIPIX (Wells Fargo Advantage Fd Incme Plus Insti Clas) |
-4.41%
Oct 2020 – Oct 2023 |
0.09%
Jul 2020 – Jul 2025 |
1.93%
Oct 2012 – Oct 2022 |
3.32%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIPIX (Wells Fargo Advantage Fd Incme Plus Insti Clas) |
10.92%
Oct 2008 – Oct 2011 |
7.75%
Oct 2008 – Oct 2013 |
5.41%
Oct 2008 – Oct 2018 |
4.22%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart