Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WOFNX (WELLS FARGO OPPORTUNITY FUND INSTITUTIONAL) | 1.73% | 10.96% | 15.29% | 12.25% | 10.40% | NA | NA | 12.10% |
Data as of 06/30/2025, AR inception is 08/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOFNX (WELLS FARGO OPPORTUNITY FUND INSTITUTIONAL) | 08/05/2010 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.78 | 10.96 | 15.29 | 12.25 | 10.40 | NA | NA | 12.10 | 1.73 | 7.28 | 22.64 | -27.07 | 13.18 | 15.04 | 31.86 | -6.93 | 20.51 | 12.41 | -3.11 | 10.54 | 30.64 | 14.76 | -6.45 | 16.59 |
| Sharpe Ratio | NA | 0.33 | 0.57 | 0.56 | 0.44 | NA | NA | 0.55 | -0.01 | 0.05 | 1.23 | -1.00 | 0.74 | 0.41 | 2.31 | -0.49 | 2.50 | 0.79 | -0.20 | 0.83 | 2.61 | 1.00 | -0.24 | 2.95 |
| Standard Deviation(%) | NA | 20.19 | 18.42 | 19.06 | 19.65 | NA | NA | 18.80 | 25.04 | 15.21 | 15.02 | 28.68 | 17.84 | 36.00 | 13.16 | 16.97 | 7.99 | 15.42 | 15.82 | 12.68 | 11.71 | 14.89 | 26.74 | 15.45 |
| Draw Down(%) | NA | 22.09 | 22.09 | 27.19 | 35.46 | NA | NA | 35.46 | 21.15 | 12.21 | 13.58 | 28.16 | 13.44 | 35.46 | 6.37 | 19.76 | 4.10 | 12.27 | 13.84 | 10.52 | 5.97 | 13.68 | 25.85 | 7.19 |
| Yield(%) | 0.00 | 7.94 | 7.42 | 7.55 | 8.00 | 9.97 | 7.48 | 10.68 | 0.00 | 8.47 | 4.05 | 6.71 | 11.83 | 0.38 | 6.95 | 9.82 | 13.57 | 6.75 | 13.21 | 10.69 | 7.32 | 4.04 | 0.00 | 0.00 |
Data as of 06/30/2025, AR inception is 08/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOFNX (WELLS FARGO OPPORTUNITY FUND INSTITUTIONAL) |
3.12%
Mar 2017 - Mar 2020 |
4.06%
Mar 2015 - Mar 2020 |
8.74%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOFNX (WELLS FARGO OPPORTUNITY FUND INSTITUTIONAL) |
23.74%
Dec 2018 - Dec 2021 |
16.81%
Oct 2016 - Oct 2021 |
14.63%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart