Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEADX (Wells Fargo Income Opportunities Fund) | 1.62% | 7.66% | 9.54% | 3.87% | 5.70% | 3.94% | 1.29% | … | … |
Data as of 06/03/2026, Common starting date is 03/21/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEADX (Wells Fargo Income Opportunities Fund) | 03/21/2003 | 06/03/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.66 | 9.54 | 3.87 | 5.70 | 3.94 | 1.29 | … | … | 1.62 | 8.74 | 8.91 | 14.10 | -15.12 | 9.88 | 8.91 | 17.39 | -3.07 | 4.00 | 10.25 | -12.23 | 5.70 | 5.88 | 6.24 | -3.57 | 4.59 | 41.54 | -48.44 | -8.68 | 0.50 | -10.72 | -0.51 | 9.15 |
| Sharpe Ratio | NA | 1.53 | 1.40 | 0.22 | 0.44 | NA | NA | … | … | 0.48 | 1.33 | 1.29 | 1.41 | -1.57 | 2.77 | 0.60 | 4.87 | -0.22 | 1.01 | 1.44 | -2.16 | 1.62 | 1.69 | 1.63 | -0.56 | 0.88 | 4.68 | -2.84 | -2.18 | -0.82 | -2.52 | -0.30 | 2.21 |
| Standard Deviation(%) | NA | 3.66 | 4.96 | 6.66 | 9.39 | NA | NA | … | … | 4.63 | 4.43 | 4.11 | 7.47 | 10.56 | 3.56 | 14.40 | 3.27 | 20.29 | 3.32 | 6.96 | 5.68 | 3.52 | 3.45 | 3.84 | 6.41 | 5.13 | 8.85 | 17.35 | 5.45 | 3.58 | 5.14 | 4.89 | 5.04 |
| Draw Down(%) | NA | 3.11 | 5.63 | 19.17 | 26.57 | NA | NA | … | … | 3.11 | 5.63 | 2.30 | 6.43 | 19.08 | 2.61 | 26.57 | 1.12 | 14.16 | 2.99 | 7.96 | 16.82 | 5.01 | 5.63 | 3.68 | 12.49 | 6.39 | 11.17 | 54.75 | 11.39 | 4.59 | 11.27 | 7.11 | 5.93 |
| Yield(%) | 0.00 | 8.81 | 8.82 | 7.18 | 6.90 | 5.11 | 2.77 | … | … | 3.64 | 8.69 | 8.55 | 8.36 | 8.36 | 8.34 | 8.29 | 8.50 | 7.09 | 2.44 | 0.00 | 1.42 | 8.28 | 7.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/21/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEADX (Wells Fargo Income Opportunities Fund) |
-24.13%
Nov 2005 – Nov 2008 |
-16.80%
Nov 2003 – Nov 2008 |
-4.01%
Feb 2006 – Feb 2016 |
-2.39%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEADX (Wells Fargo Income Opportunities Fund) |
14.47%
Nov 2008 – Nov 2011 |
11.37%
Nov 2008 – Nov 2013 |
6.61%
Feb 2016 – Feb 2026 |
5.74%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart