Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEODX (Wells Fargo Global Dividend Opportunity Fund) | 12.31% | 32.29% | 24.17% | 12.58% | 9.04% | 4.71% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEODX (Wells Fargo Global Dividend Opportunity Fund) | 04/03/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.56 | 32.29 | 24.17 | 12.58 | 9.04 | 4.71 | NA | … | … | 12.31 | 27.84 | 19.33 | 21.02 | -17.37 | 20.88 | 1.58 | 22.40 | -5.45 | 9.57 | -7.77 | -17.23 | 8.29 | 12.65 | -1.16 | -15.38 | -7.78 | -2.97 | -42.14 | -1.03 |
| Sharpe Ratio | NA | 2.71 | 1.61 | 0.68 | 0.43 | NA | NA | … | … | 2.16 | 1.59 | 1.37 | 1.42 | -0.91 | 1.88 | 0.04 | 2.57 | -0.72 | 1.13 | -0.31 | -1.43 | 1.03 | 1.43 | -0.10 | -0.76 | -0.55 | -0.19 | -1.45 | -0.27 |
| Standard Deviation(%) | NA | 11.03 | 13.26 | 14.84 | 17.26 | NA | NA | … | … | 13.64 | 15.72 | 11.47 | 12.33 | 20.71 | 11.09 | 32.06 | 8.15 | 9.51 | 7.92 | 25.50 | 12.05 | 8.05 | 8.85 | 12.18 | 20.22 | 14.27 | 16.26 | 29.56 | 16.24 |
| Draw Down(%) | NA | 7.96 | 15.37 | 26.25 | 39.01 | NA | NA | … | … | 7.96 | 15.37 | 10.05 | 9.16 | 26.25 | 4.50 | 39.01 | 5.51 | 8.60 | 6.09 | 25.38 | 21.12 | 8.04 | 7.68 | 12.72 | 24.35 | 16.59 | 20.27 | 46.42 | 16.36 |
| Yield(%) | 0.00 | 8.88 | 9.84 | 7.92 | 6.81 | 4.21 | 1.69 | … | … | 2.08 | 9.20 | 9.10 | 9.56 | 8.42 | 9.43 | 9.11 | 10.69 | 10.00 | 7.33 | 0.00 | 0.00 | 8.77 | 9.88 | 2.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEODX (Wells Fargo Global Dividend Opportunity Fund) |
-22.58%
Jun 2007 – Jun 2010 |
-16.76%
May 2007 – May 2012 |
-8.35%
Jun 2007 – Jun 2017 |
-4.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEODX (Wells Fargo Global Dividend Opportunity Fund) |
25.02%
May 2023 – May 2026 |
16.24%
Mar 2020 – Mar 2025 |
9.12%
May 2016 – May 2026 |
4.63%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart