Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSCJX (Wells Fargo Small Cap Opportunities Fund) | 22.81% | 49.15% | 23.49% | 11.29% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSCJX (Wells Fargo Small Cap Opportunities Fund) | 11/01/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 49.15 | 23.49 | 11.29 | NA | NA | NA | … | … | 22.81 | 18.29 | 9.88 | 21.46 | -15.78 | 23.91 | 11.73 | 22.91 | -18.63 | 15.28 | 2.88 |
| Sharpe Ratio | NA | 2.37 | 0.95 | 0.39 | NA | NA | NA | … | … | 2.77 | 0.67 | 0.31 | 0.91 | -0.64 | 1.11 | 0.26 | 1.35 | -1.14 | 1.55 | 0.80 |
| Standard Deviation(%) | NA | 19.40 | 21.12 | 22.16 | NA | NA | NA | … | … | 20.67 | 23.04 | 20.35 | 19.66 | 27.11 | 21.55 | 44.27 | 15.93 | 17.67 | 9.48 | 23.27 |
| Draw Down(%) | NA | 9.19 | 26.23 | 27.37 | NA | NA | NA | … | … | 8.75 | 22.42 | 10.57 | 14.83 | 25.38 | 9.76 | 45.48 | 9.52 | 29.39 | 5.62 | 9.56 |
| Yield(%) | 0.00 | 5.02 | 4.67 | 2.63 | 7.74 | 5.16 | 3.87 | … | … | 0.00 | 4.89 | 4.53 | 3.02 | 0.37 | 0.12 | 2.66 | 1.02 | 51.79 | 14.51 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCJX (Wells Fargo Small Cap Opportunities Fund) |
-9.67%
Mar 2017 – Mar 2020 |
2.05%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCJX (Wells Fargo Small Cap Opportunities Fund) |
24.08%
May 2023 – May 2026 |
16.67%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart