Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WSICX (WELLS FARGO STRATEGIC INCOME FUND CLASS C) | 2.72% | 4.86% | 5.12% | 2.71% | 2.48% | NA | NA | 1.77% |
Data as of 07/16/2025, AR inception is 02/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSICX (WELLS FARGO STRATEGIC INCOME FUND CLASS C) | 02/04/2013 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 4.86 | 5.12 | 2.71 | 2.48 | NA | NA | 1.77 | 2.72 | 4.29 | 8.29 | -9.77 | 2.04 | 7.84 | 7.59 | -1.69 | 5.68 | 4.86 | -5.02 | 0.50 | -4.21 |
| Sharpe Ratio | NA | 0.73 | 0.45 | 0.22 | 0.30 | NA | NA | 0.17 | 0.83 | 0.21 | 1.01 | -2.28 | 1.11 | 1.13 | 4.06 | -1.99 | 3.31 | 1.47 | -1.84 | 0.20 | -1.71 |
| Standard Deviation(%) | NA | 2.93 | 4.10 | 3.72 | 3.63 | NA | NA | 3.44 | 3.24 | 3.18 | 4.64 | 4.94 | 1.82 | 6.66 | 1.50 | 1.55 | 1.52 | 3.16 | 2.75 | 2.44 | 2.72 |
| Draw Down(%) | NA | 2.83 | 6.11 | 13.68 | 13.69 | NA | NA | 13.69 | 2.83 | 1.81 | 4.12 | 13.04 | 1.61 | 13.69 | 0.86 | 2.72 | 0.75 | 3.49 | 6.70 | 3.72 | 5.85 |
| Yield(%) | 0.00 | 4.64 | 4.18 | 3.97 | 2.97 | 2.01 | 1.51 | 2.51 | 1.90 | 4.34 | 4.64 | 2.59 | 5.29 | 2.39 | 2.60 | 2.63 | 1.64 | 1.69 | 1.36 | 1.35 | 0.00 |
Data as of 07/16/2025, AR inception is 02/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSICX (WELLS FARGO STRATEGIC INCOME FUND CLASS C) |
-2.56%
Mar 2013 - Mar 2016 |
0.12%
Apr 2013 - Apr 2018 |
0.83%
Apr 2013 - Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSICX (WELLS FARGO STRATEGIC INCOME FUND CLASS C) |
5.79%
Dec 2018 - Dec 2021 |
5.41%
Feb 2016 - Feb 2021 |
2.53%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart