Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOPVX (WELLS FARGO OPPORTUNITY FUND CLASS A) | 6.60% | 16.82% | 14.11% | 7.79% | 11.08% | 10.16% | 8.76% | … | … |
Data as of 06/05/2026, Common starting date is 12/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOPVX (WELLS FARGO OPPORTUNITY FUND CLASS A) | 12/26/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | 16.82 | 14.11 | 7.79 | 11.08 | 10.16 | 8.76 | … | … | 6.60 | 6.57 | 14.82 | 26.38 | -20.91 | 24.35 | 13.68 | 31.30 | -7.34 | 19.97 | 11.90 | -3.58 | 10.06 | 30.04 | 14.22 | -6.85 | 21.30 | 47.24 | -40.36 | 4.79 | 11.75 | 7.18 | 17.39 | 37.37 | -27.02 | -5.08 | 2.54 |
| Sharpe Ratio | NA | 1.33 | 0.76 | 0.31 | 0.51 | NA | NA | … | … | 1.30 | 0.19 | 0.86 | 1.56 | -0.83 | 1.72 | 0.37 | 2.26 | -0.52 | 2.43 | 0.76 | -0.23 | 0.79 | 2.56 | 0.96 | -0.26 | 1.10 | 1.64 | -1.00 | 0.11 | 0.74 | 0.46 | 1.29 | 2.15 | -1.03 | -0.36 | 37.13 |
| Standard Deviation(%) | NA | 13.59 | 15.73 | 18.41 | 19.31 | NA | NA | … | … | 15.80 | 19.36 | 13.06 | 14.74 | 27.07 | 14.16 | 36.15 | 13.18 | 16.97 | 7.98 | 15.39 | 15.84 | 12.70 | 11.72 | 14.89 | 26.76 | 19.34 | 28.70 | 41.20 | 15.64 | 11.29 | 10.67 | 12.76 | 17.08 | 27.31 | 21.30 | 19.33 |
| Draw Down(%) | NA | 12.12 | 22.17 | 27.42 | 35.51 | NA | NA | … | … | 12.12 | 21.19 | 6.43 | 13.66 | 27.25 | 6.27 | 35.51 | 6.42 | 19.86 | 4.15 | 12.32 | 13.91 | 10.57 | 6.01 | 13.78 | 25.96 | 16.24 | 24.53 | 53.16 | 10.92 | 12.29 | 7.78 | 9.03 | 13.08 | 40.28 | 28.74 | 0.57 |
| Yield(%) | 0.00 | 9.10 | 8.52 | 7.97 | 9.30 | 9.18 | 7.69 | … | … | 0.00 | 8.90 | 10.17 | 4.82 | 7.82 | 13.51 | 0.04 | 7.30 | 10.59 | 14.40 | 6.98 | 13.64 | 11.36 | 7.71 | 4.23 | 0.00 | 0.00 | 0.30 | 0.00 | 17.44 | 19.01 | 10.96 | 0.00 | 0.08 | 0.10 | 2.52 | 0.67 |
Data as of 06/05/2026, Common starting date is 12/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOPVX (WELLS FARGO OPPORTUNITY FUND CLASS A) |
-15.54%
Feb 2006 – Feb 2009 |
-5.79%
Feb 2004 – Feb 2009 |
3.78%
Jan 2001 – Jan 2011 |
4.57%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOPVX (WELLS FARGO OPPORTUNITY FUND CLASS A) |
27.46%
Feb 2009 – Feb 2012 |
23.27%
Feb 2009 – Feb 2014 |
15.20%
Feb 2009 – Feb 2019 |
14.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart