Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSCOX (WELLS FARGO ADVANTAGE SMALL CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 22.75% | 48.96% | 23.38% | 11.19% | 11.36% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSCOX (WELLS FARGO ADVANTAGE SMALL CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 12/04/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | 48.96 | 23.38 | 11.19 | 11.36 | NA | NA | … | … | 22.75 | 18.29 | 9.67 | 21.42 | -15.86 | 23.75 | 12.16 | 22.74 | -18.72 | 15.18 | 19.74 | -1.36 | 2.02 |
| Sharpe Ratio | NA | 2.36 | 0.94 | 0.38 | 0.42 | NA | NA | … | … | 2.77 | 0.67 | 0.30 | 0.92 | -0.64 | 1.10 | 0.27 | 1.34 | -1.14 | 1.54 | 1.30 | -0.10 | 1.93 |
| Standard Deviation(%) | NA | 19.37 | 21.11 | 22.17 | 23.28 | NA | NA | … | … | 20.57 | 23.06 | 20.41 | 19.55 | 27.19 | 21.53 | 44.26 | 15.88 | 17.63 | 9.45 | 15.05 | 13.90 | 16.68 |
| Draw Down(%) | NA | 9.18 | 26.27 | 27.43 | 48.44 | NA | NA | … | … | 8.73 | 22.38 | 10.56 | 14.81 | 25.45 | 9.79 | 45.21 | 9.54 | 29.33 | 5.62 | 12.10 | 11.93 | 3.27 |
| Yield(%) | 0.00 | 4.88 | 4.55 | 2.70 | 8.70 | 6.37 | 4.78 | … | … | 0.00 | 4.76 | 4.41 | 2.92 | 0.62 | 0.86 | 0.11 | 2.09 | 51.75 | 14.49 | 10.09 | 12.18 | 39.97 |
Data as of 06/04/2026, Common starting date is 12/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCOX (WELLS FARGO ADVANTAGE SMALL CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-9.63%
Mar 2017 – Mar 2020 |
-2.87%
Mar 2015 – Mar 2020 |
6.39%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCOX (WELLS FARGO ADVANTAGE SMALL CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
23.95%
May 2023 – May 2026 |
16.54%
Mar 2020 – Mar 2025 |
11.35%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart