Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMTIX (Wells Fargo Minnesota Tax-Free Fund-I) | 1.30% | 6.53% | 3.91% | 1.30% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMTIX (Wells Fargo Minnesota Tax-Free Fund-I) | 11/02/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 6.53 | 3.91 | 1.30 | NA | NA | NA | … | … | 1.30 | 4.02 | 3.31 | 4.26 | -6.08 | 0.95 | 4.08 | 6.18 | 1.06 | 2.18 | -2.94 |
| Sharpe Ratio | NA | 1.66 | 0.27 | -0.40 | NA | NA | NA | … | … | 0.17 | 0.27 | -0.12 | 0.19 | -2.46 | 0.70 | 0.59 | 2.82 | -0.21 | 0.89 | -4.67 |
| Standard Deviation(%) | NA | 2.32 | 3.39 | 3.09 | NA | NA | NA | … | … | 2.57 | 4.18 | 2.72 | 3.16 | 3.06 | 1.32 | 6.49 | 1.67 | 1.57 | 1.71 | 3.74 |
| Draw Down(%) | NA | 2.25 | 4.61 | 10.17 | NA | NA | NA | … | … | 2.25 | 4.31 | 1.77 | 5.21 | 9.52 | 1.62 | 9.72 | 1.28 | 1.50 | 1.18 | 3.49 |
| Yield(%) | 0.00 | 3.08 | 3.56 | 2.80 | 2.38 | 1.59 | 1.19 | … | … | 1.09 | 3.22 | 4.68 | 2.68 | 2.07 | 2.13 | 2.27 | 2.69 | 2.98 | 1.04 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMTIX (Wells Fargo Minnesota Tax-Free Fund-I) |
-2.07%
Oct 2020 – Oct 2023 |
0.51%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMTIX (Wells Fargo Minnesota Tax-Free Fund-I) |
4.79%
Oct 2022 – Oct 2025 |
2.87%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart