Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMBZX (Wells Fargo WealthBuilder Moderate Balanced Fund – Institutional Class) | 8.40% | 18.24% | 11.88% | 5.30% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMBZX (Wells Fargo WealthBuilder Moderate Balanced Fund – Institutional Class) | 08/01/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 18.24 | 11.88 | 5.30 | NA | NA | NA | … | … | 8.40 | 12.62 | 7.80 | 10.60 | -14.18 | 8.86 | 13.37 | 14.90 | -5.29 |
| Sharpe Ratio | NA | 2.19 | 1.24 | 0.38 | NA | NA | NA | … | … | 2.37 | 1.33 | 0.61 | 1.02 | -1.69 | 1.60 | 1.22 | 2.99 | -2.01 |
| Standard Deviation(%) | NA | 7.41 | 7.23 | 7.42 | NA | NA | NA | … | … | 7.92 | 7.36 | 6.84 | 6.90 | 9.26 | 5.53 | 10.73 | 4.50 | 6.91 |
| Draw Down(%) | NA | 4.21 | 6.26 | 18.30 | NA | NA | NA | … | … | 4.21 | 5.27 | 4.00 | 6.26 | 17.87 | 2.32 | 14.35 | 1.77 | 8.11 |
| Yield(%) | 0.00 | 3.40 | 3.62 | 4.85 | 4.48 | 2.98 | 2.24 | … | … | 0.11 | 3.87 | 3.34 | 4.00 | 5.59 | 10.54 | 8.44 | 3.86 | 7.17 |
Data as of 06/04/2026, Common starting date is 08/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBZX (Wells Fargo WealthBuilder Moderate Balanced Fund – Institutional Class) |
-0.06%
Apr 2021 – Apr 2024 |
3.28%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBZX (Wells Fargo WealthBuilder Moderate Balanced Fund – Institutional Class) |
12.35%
Dec 2018 – Dec 2021 |
6.26%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart