Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAXFX (WELLS FARGO ADVANTAGE ASSET ALLOCATION FUND CLASS R) | NA | 15.20% | 7.82% | 4.49% | 3.78% | 3.75% | NA | … | … |
Data as of 06/30/2023, Common starting date is 10/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAXFX (WELLS FARGO ADVANTAGE ASSET ALLOCATION FUND CLASS R) | 10/10/2003 | 06/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 15.20 | 7.82 | 4.49 | 3.78 | 3.75 | NA | … | … | 7.54 | -16.32 | -1.86 | 12.38 | 18.81 | -16.90 | 14.61 | 3.93 | -6.40 | 0.27 | 11.02 | 10.08 | 1.11 | 6.73 | 23.63 | -27.97 | 4.53 | 7.99 | 5.83 | 11.20 | 5.91 |
| Sharpe Ratio | NA | 0.89 | 0.54 | 0.24 | 0.28 | NA | NA | … | … | 1.28 | -1.05 | -0.12 | 0.61 | 2.44 | -1.49 | 3.63 | 0.44 | -0.69 | 0.03 | 1.64 | 1.27 | 0.09 | 0.64 | 1.91 | -1.75 | 0.16 | 0.69 | 0.61 | 1.46 | 5.30 |
| Standard Deviation(%) | NA | 13.15 | 12.16 | 13.83 | 11.10 | NA | NA | … | … | 8.86 | 16.90 | 16.20 | 19.85 | 7.14 | 12.23 | 3.86 | 8.44 | 9.30 | 7.53 | 6.70 | 7.95 | 12.26 | 10.44 | 12.31 | 16.43 | 9.63 | 6.85 | 5.99 | 7.03 | 5.44 |
| Draw Down(%) | NA | 12.48 | 22.90 | 25.46 | 27.80 | NA | NA | … | … | 6.36 | 22.09 | 15.45 | 25.46 | 3.58 | 23.22 | 1.25 | 6.87 | 11.28 | 7.18 | 5.84 | 7.15 | 9.57 | 9.56 | 12.87 | 28.74 | 6.85 | 7.07 | 4.70 | 7.86 | 1.17 |
| Yield(%) | 0.00 | 5.86 | 8.17 | 4.90 | 3.56 | 3.42 | 3.65 | … | … | 0.00 | 4.88 | 14.79 | 2.39 | 0.00 | 0.16 | 1.53 | 1.37 | 2.44 | 2.58 | 1.63 | 2.48 | 1.85 | 1.40 | 2.62 | 9.17 | 3.69 | 2.88 | 2.67 | 2.04 | 1.72 |
Data as of 06/30/2023, Common starting date is 10/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAXFX (WELLS FARGO ADVANTAGE ASSET ALLOCATION FUND CLASS R) |
-10.31%
Feb 2006 – Feb 2009 |
-3.27%
Feb 2004 – Feb 2009 |
1.53%
Feb 2006 – Feb 2016 |
1.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAXFX (WELLS FARGO ADVANTAGE ASSET ALLOCATION FUND CLASS R) |
15.39%
Feb 2009 – Feb 2012 |
12.42%
Feb 2009 – Feb 2014 |
6.08%
Feb 2009 – Feb 2019 |
3.91%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart