Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKBBX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND CLASS B) | NA | 21.20% | 10.33% | 13.18% | 5.42% | 5.67% | 5.34% | … | … |
Data as of 05/05/2017, Common starting date is 10/26/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKBBX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND CLASS B) | 10/26/1995 | 05/05/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 21.20 | 10.33 | 13.18 | 5.42 | 5.67 | 5.34 | … | … | 5.84 | 21.22 | -4.16 | 13.35 | 24.66 | 12.46 | -6.11 | 20.44 | 40.90 | -45.65 | 5.56 | 8.69 | 4.08 | 5.31 | 16.51 | -10.95 | -7.38 | -1.60 | 11.17 | 12.72 | 19.05 | 15.79 | 6.59 |
| Sharpe Ratio | NA | 2.34 | 0.91 | 1.15 | 0.25 | NA | NA | … | … | 2.59 | 1.96 | -0.33 | 1.16 | 2.21 | 1.07 | -0.25 | 1.23 | 1.63 | -1.18 | 0.21 | 0.74 | 0.28 | 0.57 | 1.57 | -0.89 | -0.85 | -0.44 | 0.69 | 0.96 | -3.29 | 1.46 | 7.02 |
| Standard Deviation(%) | NA | 8.93 | 11.22 | 11.37 | 19.96 | NA | NA | … | … | 6.81 | 10.67 | 12.81 | 11.54 | 11.13 | 11.70 | 24.71 | 16.48 | 25.03 | 39.20 | 12.20 | 7.35 | 6.96 | 7.71 | 10.10 | 13.53 | 11.65 | 12.89 | 11.43 | 9.76 | 10.95 | 8.34 | 5.75 |
| Draw Down(%) | NA | 3.84 | 14.36 | 14.36 | 55.77 | NA | NA | … | … | 1.88 | 6.63 | 12.56 | 7.62 | 8.01 | 9.81 | 26.12 | 13.00 | 14.32 | 55.77 | 7.72 | 5.74 | 4.89 | 6.80 | 7.45 | 17.42 | 16.95 | 8.52 | 7.33 | 9.00 | 7.41 | 4.28 | 1.56 |
| Yield(%) | 0.00 | 9.81 | 6.66 | 5.80 | 3.74 | 3.59 | 4.78 | … | … | 0.49 | 10.11 | 9.09 | 0.10 | 0.50 | 1.85 | 0.85 | 0.97 | 0.80 | 9.11 | 7.96 | 1.12 | 1.11 | 1.33 | 1.35 | 1.42 | 1.55 | 16.11 | 14.75 | 21.32 | 14.09 | 6.84 | 2.36 |
Data as of 05/05/2017, Common starting date is 10/26/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKBBX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND CLASS B) |
-15.81%
Feb 2006 – Feb 2009 |
-8.14%
Feb 2004 – Feb 2009 |
-3.38%
Feb 1999 – Feb 2009 |
2.22%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKBBX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND CLASS B) |
20.76%
Feb 2009 – Feb 2012 |
18.87%
Feb 2009 – Feb 2014 |
6.24%
Nov 1995 – Nov 2005 |
5.57%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison Chart