Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) | 29.04% | 56.21% | 30.49% | 14.47% | 13.65% | 12.39% | 9.89% | … | … |
Data as of 06/05/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) | 06/20/1996 | 06/05/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.53 | 56.21 | 30.49 | 14.47 | 13.65 | 12.39 | 9.89 | … | … | 29.04 | 22.24 | 22.15 | 22.62 | -21.90 | 12.56 | 12.05 | 27.95 | -5.27 | 14.79 | 22.55 | -3.09 | 14.76 | 26.04 | 13.82 | -5.02 | 21.84 | 41.52 | -45.01 | 6.66 | 9.74 | 5.15 | 6.40 | 17.76 | -10.57 | -6.46 | -0.70 | 12.22 | 11.65 | -2.63 | -2.19 |
| Sharpe Ratio | NA | 3.09 | 1.50 | 0.63 | 0.67 | NA | NA | … | … | 3.80 | 0.90 | 1.20 | 1.32 | -0.98 | 0.90 | 0.39 | 2.36 | -0.46 | 2.04 | 2.10 | -0.24 | 1.29 | 2.36 | 1.19 | -0.21 | 1.32 | 1.65 | -1.17 | 0.29 | 0.89 | 0.42 | 0.70 | 1.67 | -0.88 | -0.78 | -0.38 | 0.77 | 0.84 | -0.37 | -0.54 |
| Standard Deviation(%) | NA | 17.34 | 18.15 | 18.89 | 17.92 | NA | NA | … | … | 20.72 | 21.70 | 15.40 | 14.47 | 23.78 | 13.97 | 30.18 | 11.20 | 14.43 | 6.95 | 10.66 | 12.89 | 11.48 | 11.00 | 11.70 | 24.61 | 16.46 | 25.16 | 39.23 | 12.21 | 7.14 | 6.87 | 7.74 | 10.18 | 13.39 | 11.59 | 12.91 | 11.45 | 9.77 | 16.84 | 14.22 |
| Draw Down(%) | NA | 7.51 | 23.51 | 25.59 | 32.30 | NA | NA | … | … | 7.51 | 23.51 | 9.71 | 11.14 | 22.90 | 7.59 | 32.30 | 6.42 | 16.99 | 3.16 | 6.61 | 12.33 | 7.61 | 7.85 | 9.49 | 25.86 | 12.90 | 14.38 | 55.60 | 7.55 | 5.50 | 4.78 | 6.45 | 7.33 | 17.30 | 16.35 | 8.45 | 7.17 | 8.92 | 16.94 | 10.38 |
| Yield(%) | 0.00 | 10.81 | 9.24 | 5.22 | 6.84 | 7.54 | 5.80 | … | … | 0.00 | 11.07 | 6.62 | 7.48 | 1.12 | 0.95 | 1.59 | 7.03 | 6.62 | 7.02 | 11.76 | 10.36 | 1.51 | 1.85 | 3.14 | 2.12 | 2.01 | 1.98 | 10.01 | 9.06 | 2.21 | 2.02 | 2.36 | 2.43 | 1.95 | 2.48 | 17.16 | 15.80 | 22.03 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) |
-14.88%
Feb 2006 – Feb 2009 |
-7.18%
Feb 2004 – Feb 2009 |
-2.45%
Feb 1999 – Feb 2009 |
1.26%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) |
32.20%
May 2023 – May 2026 |
20.08%
Feb 2009 – Feb 2014 |
14.86%
Feb 2009 – Feb 2019 |
12.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart