Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOFNX (WELLS FARGO OPPORTUNITY FUND INSTITUTIONAL) | 10.06% | 20.73% | 15.71% | 8.83% | 11.98% | 10.92% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOFNX (WELLS FARGO OPPORTUNITY FUND INSTITUTIONAL) | 08/05/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 20.73 | 15.71 | 8.83 | 11.98 | 10.92 | NA | … | … | 10.06 | 6.98 | 15.28 | 26.90 | -20.56 | 24.88 | 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 | 1.36 | 0.79 | 0.33 | 0.54 | NA | NA | … | … | 1.32 | 0.21 | 0.89 | 1.59 | -0.81 | 1.75 | 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 | 13.59 | 15.74 | 18.42 | 19.29 | NA | NA | … | … | 15.80 | 19.36 | 13.09 | 14.71 | 27.10 | 14.16 | 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 | 12.04 | 22.09 | 27.19 | 35.46 | NA | NA | … | … | 12.04 | 21.15 | 6.42 | 13.58 | 27.02 | 6.23 | 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 | 7.42 | 7.16 | 6.95 | 8.72 | 8.97 | 8.13 | … | … | 0.00 | 7.27 | 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 06/04/2026, Common starting date 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 |
9.56%
Mar 2011 – Mar 2026 |
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 |
11.24%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart