Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKBDX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND ADMINISTRATOR) | NA | 12.61% | 18.07% | 9.29% | 10.59% | 10.69% | NA | … | … |
Data as of 10/10/2025, Common starting date is 08/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKBDX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND ADMINISTRATOR) | 08/03/2010 | 10/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.61 | 18.07 | 9.29 | 10.59 | 10.69 | NA | … | … | 12.29 | 21.84 | 22.29 | -22.05 | 12.35 | 11.74 | 27.52 | -5.45 | 14.47 | 21.56 | -3.13 | 14.62 | 25.86 | 13.54 | -5.25 | 16.21 |
| Sharpe Ratio | NA | 0.45 | 0.78 | 0.40 | 0.52 | NA | NA | … | … | 0.59 | 1.18 | 1.30 | -0.99 | 0.87 | 0.38 | 2.33 | -0.48 | 1.97 | 2.00 | -0.25 | 1.27 | 2.34 | 1.18 | -0.22 | 3.44 |
| Standard Deviation(%) | NA | 21.16 | 18.74 | 18.10 | 17.40 | NA | NA | … | … | 22.29 | 15.41 | 14.43 | 23.75 | 14.09 | 30.23 | 11.18 | 14.41 | 7.05 | 10.66 | 12.80 | 11.46 | 11.03 | 11.48 | 24.53 | 12.59 |
| Draw Down(%) | NA | 23.57 | 23.57 | 25.70 | 32.36 | NA | NA | … | … | 23.57 | 9.68 | 11.18 | 23.04 | 7.59 | 32.36 | 6.37 | 17.08 | 3.24 | 6.57 | 12.35 | 7.61 | 7.93 | 9.71 | 25.93 | 5.08 |
| Yield(%) | 0.00 | 5.13 | 4.92 | 3.15 | 5.86 | 6.71 | 5.27 | … | … | 0.38 | 6.30 | 7.15 | 0.92 | 0.68 | 1.34 | 6.70 | 6.33 | 6.70 | 10.75 | 10.10 | 1.33 | 1.69 | 2.94 | 1.37 | 0.00 |
Data as of 10/10/2025, Common starting date is 08/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKBDX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND ADMINISTRATOR) |
-0.72%
Dec 2019 – Dec 2022 |
3.36%
Dec 2017 – Dec 2022 |
7.33%
Oct 2013 – Oct 2023 |
10.86%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKBDX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND ADMINISTRATOR) |
20.35%
Sep 2011 – Sep 2014 |
16.16%
Sep 2011 – Sep 2016 |
13.58%
Sep 2011 – Sep 2021 |
10.86%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart