Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBEJX (Wells Fargo C&B Large Cap Value Fund-R6) | 5.39% | 16.17% | 15.89% | 9.33% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/09/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBEJX (Wells Fargo C&B Large Cap Value Fund-R6) | 11/09/2016 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 16.17 | 15.89 | 9.33 | NA | NA | NA | … | … | 5.39 | 16.68 | 13.29 | 15.74 | -6.09 | 22.65 | 5.04 | 36.23 | -12.33 | 19.51 | 3.06 |
| Sharpe Ratio | NA | 1.14 | 1.00 | 0.42 | NA | NA | NA | … | … | 0.59 | 0.92 | 0.93 | 0.87 | -0.38 | 1.59 | 0.12 | 2.74 | -0.92 | 2.68 | 2.80 |
| Standard Deviation(%) | NA | 11.87 | 12.96 | 15.03 | NA | NA | NA | … | … | 13.78 | 15.07 | 10.44 | 14.01 | 20.09 | 14.27 | 40.72 | 12.67 | 14.93 | 7.06 | 8.52 |
| Draw Down(%) | NA | 8.82 | 13.79 | 20.20 | NA | NA | NA | … | … | 8.82 | 13.10 | 6.71 | 12.30 | 20.20 | 7.58 | 42.65 | 6.85 | 22.27 | 2.85 | 1.89 |
| Yield(%) | 0.00 | 12.87 | 17.79 | 13.36 | 12.49 | 8.33 | 6.25 | … | … | 0.00 | 13.65 | 29.97 | 12.84 | 18.08 | 15.34 | 5.34 | 11.79 | 7.48 | 12.16 | 0.00 |
Data as of 06/09/2026, Common starting date is 11/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBEJX (Wells Fargo C&B Large Cap Value Fund-R6) |
-2.52%
Mar 2017 – Mar 2020 |
5.78%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBEJX (Wells Fargo C&B Large Cap Value Fund-R6) |
21.08%
Mar 2020 – Mar 2023 |
18.52%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart