Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKSRX (Wells Fargo Diversified Income Builder Fund6) | 4.29% | 14.41% | 13.21% | 6.07% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKSRX (Wells Fargo Diversified Income Builder Fund6) | 08/06/2018 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | 14.41 | 13.21 | 6.07 | NA | NA | NA | … | … | 4.29 | 15.57 | 11.96 | 13.83 | -15.39 | 8.49 | 5.14 | 16.64 | -6.33 |
| Sharpe Ratio | NA | 1.88 | 1.67 | 0.51 | NA | NA | NA | … | … | 1.10 | 2.00 | 1.60 | 1.55 | -1.62 | 1.60 | 0.35 | 3.39 | -2.67 |
| Standard Deviation(%) | NA | 6.66 | 6.19 | 7.26 | NA | NA | NA | … | … | 7.81 | 6.36 | 5.21 | 6.63 | 10.45 | 5.30 | 13.86 | 4.48 | 6.24 |
| Draw Down(%) | NA | 4.55 | 5.68 | 19.40 | NA | NA | NA | … | … | 4.55 | 5.68 | 3.41 | 5.88 | 19.28 | 1.81 | 22.57 | 2.67 | 8.95 |
| Yield(%) | 0.00 | 5.78 | 6.42 | 4.87 | 4.05 | 2.70 | 2.02 | … | … | 2.06 | 6.07 | 6.39 | 6.03 | 3.68 | 4.11 | 3.50 | 4.96 | 6.24 |
Data as of 06/10/2026, Common starting date is 08/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKSRX (Wells Fargo Diversified Income Builder Fund6) |
-1.51%
Sep 2019 – Sep 2022 |
2.10%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKSRX (Wells Fargo Diversified Income Builder Fund6) |
14.73%
May 2023 – May 2026 |
7.77%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart