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EKGCX: WELLS FARGO GLOBAL OPPORTUNITIES FUND CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (54%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 2.24% |
| Expenses | 1.40% |
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Performance Analytics (As of 11/19/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | -3.6 | 2.1 | 1.0 | 5.1 | 5.3 | 5.5 | 6.4 | -0.5 | -6.3 | 13.3 | -30.5 | -6.4 | 9.2 | 23.5 | -12.2 | 23.2 | 17.7 | -2.0 | -0.7 | 26.1 | 21.2 | -18.6 | 30.0 | 26.4 | -40.8 | 15.7 | 21.7 | 20.6 | 22.8 | 48.4 | -21.2 | -14.2 | -8.4 | 75.5 | -2.2 | 0.4 | -3.4 |
| Sharpe Ratio | NA | -0.4 | -0.08 | -0.07 | 0.2 | NA | NA | 0.26 | -0.2 | -0.86 | 0.61 | -1.29 | -0.21 | 0.29 | 2.19 | -1.07 | 3.04 | 1.2 | -0.16 | -0.06 | 2.33 | 1.37 | -0.69 | 1.4 | 0.98 | -1.15 | 0.73 | 1.26 | 1.8 | 1.54 | 3.21 | -1.44 | -0.79 | -0.48 | 5.15 | -0.38 | -0.26 | -1.06 |
| Draw Down(%) | NA | 18.9 | 19.6 | 37.5 | 37.5 | NA | NA | 59.1 | 15.4 | 9.6 | 15.7 | 35.2 | 28.8 | 33.9 | 7.0 | 20.1 | 2.3 | 10.4 | 12.0 | 13.7 | 7.1 | 13.4 | 31.6 | 18.7 | 27.5 | 51.6 | 12.9 | 18.5 | 9.0 | 14.4 | 12.0 | 29.3 | 34.3 | 35.2 | 7.9 | 33.3 | 12.5 | 9.7 |
| Standard Deviation(%) | NA | 16.8 | 15.8 | 17.2 | 17.3 | NA | NA | 18.3 | 17.2 | 15.0 | 15.1 | 24.8 | 29.9 | 31.3 | 10.1 | 12.6 | 7.5 | 14.6 | 12.3 | 11.0 | 11.2 | 15.6 | 27.1 | 21.3 | 26.8 | 36.2 | 17.5 | 14.7 | 10.3 | 14.2 | 14.8 | 15.5 | 21.2 | 25.9 | 14.0 | 14.5 | 11.9 | 9.3 |
| Treynor Ratio | NA | -0.07 | -0.01 | -0.01 | 0.04 | NA | NA | 0.06 | -0.04 | -0.15 | 0.09 | -0.3 | -0.06 | 0.09 | 0.27 | -0.17 | 0.28 | 0.23 | -0.03 | -0.01 | 0.31 | 0.23 | -0.18 | 0.31 | 0.3 | -0.52 | 0.14 | 0.19 | 0.23 | 0.24 | 0.68 | -0.41 | -0.21 | -0.11 | 1.19 | -0.11 | -0.07 | -0.14 |
| Alpha | NA | -0.09 | -0.05 | -0.02 | -0.01 | NA | NA | 0.01 | -0.1 | -0.04 | -0.01 | -0.07 | -0.04 | 0.0 | 0.02 | 0.0 | 0.0 | 0.05 | 0.0 | 0.01 | 0.05 | 0.02 | -0.02 | 0.06 | -0.02 | -0.03 | 0.01 | -0.01 | 0.03 | 0.01 | 0.06 | -0.06 | 0.01 | 0.05 | 0.16 | -0.05 | 0.0 | -0.04 |
| Beta | NA | 0.95 | 0.96 | 0.98 | 0.93 | NA | NA | 0.84 | 0.95 | 0.88 | 1.02 | 1.05 | 0.98 | 0.96 | 0.83 | 0.81 | 0.81 | 0.77 | 0.72 | 0.86 | 0.83 | 0.92 | 1.02 | 0.96 | 0.87 | 0.8 | 0.88 | 0.95 | 0.79 | 0.91 | 0.7 | 0.55 | 0.8 | 1.09 | 0.61 | 0.52 | 0.47 | 0.68 |
| RSquared | NA | 0.66 | 0.63 | 0.7 | 0.74 | NA | NA | 0.73 | 0.67 | 0.51 | 0.67 | 0.74 | 0.21 | 0.81 | 0.73 | 0.75 | 0.61 | 0.78 | 0.8 | 0.7 | 0.83 | 0.9 | 0.96 | 0.9 | 0.9 | 0.92 | 0.89 | 0.85 | 0.64 | 0.71 | 0.49 | 0.58 | 0.51 | 0.45 | 0.31 | 0.54 | 0.34 | 0.31 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 2.2 | 0.0 | 5.2 | 26.3 | 0.0 | 5.1 | 11.3 | 17.5 | 9.4 | 5.7 | 19.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.7 | 9.9 | 10.2 | 0.0 | 0.0 | 0.0 | 0.0 | 25.2 | 25.4 | 5.8 | 6.9 | 5.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -81.4 | N/A | -100.0 | -65.6 | -31.8 | 106.4 | 52.1 | -76.4 | 51723.1 | N/A | N/A | N/A | N/A | N/A | -100.0 | -15.8 | 10.5 | N/A | N/A | N/A | N/A | -100.0 | 42.7 | 302.7 | -20.2 | 22.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/1993
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