Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFALX (WELLS FARGO INDEX ASSET ALLOCATION FUND CLASS C) | 3.37% | 13.11% | 11.68% | 3.90% | 6.76% | 8.09% | 6.53% | … | … |
Data as of 06/10/2026, Common starting date is 06/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFALX (WELLS FARGO INDEX ASSET ALLOCATION FUND CLASS C) | 06/29/1998 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.55 | 13.11 | 11.68 | 3.90 | 6.76 | 8.09 | 6.53 | … | … | 3.37 | 10.52 | 13.76 | 15.79 | -20.94 | 8.79 | 12.00 | 19.07 | -3.51 | 11.35 | 6.74 | 0.26 | 16.48 | 19.01 | 11.94 | 5.65 | 12.36 | 14.33 | -29.62 | 6.51 | 11.12 | 4.31 | 8.44 | 21.21 | -13.67 | -7.80 | 0.16 | -6.35 | 0.03 |
| Sharpe Ratio | NA | 1.51 | 0.94 | 0.14 | 0.46 | NA | NA | … | … | 0.84 | 0.71 | 1.12 | 1.36 | -1.40 | 0.84 | 0.59 | 2.55 | -0.45 | 2.78 | 0.82 | 0.03 | 2.33 | 2.10 | 1.26 | 0.34 | 0.90 | 0.65 | -0.93 | 0.29 | 0.90 | 0.23 | 0.80 | 1.49 | -0.76 | -0.69 | -0.28 | -0.47 | -0.14 |
| Standard Deviation(%) | NA | 8.30 | 9.65 | 11.37 | 11.33 | NA | NA | … | … | 9.36 | 10.81 | 9.02 | 9.02 | 16.09 | 10.48 | 19.75 | 6.89 | 10.94 | 3.86 | 8.00 | 9.15 | 7.07 | 9.03 | 9.48 | 16.36 | 13.67 | 21.77 | 32.83 | 11.51 | 8.62 | 8.79 | 9.28 | 13.73 | 19.41 | 15.07 | 14.31 | 20.54 | 22.41 |
| Draw Down(%) | NA | 5.94 | 11.97 | 25.28 | 25.28 | NA | NA | … | … | 5.94 | 10.90 | 5.10 | 8.73 | 21.70 | 7.20 | 20.15 | 2.90 | 12.56 | 1.46 | 6.13 | 7.45 | 3.78 | 6.19 | 5.80 | 13.64 | 11.40 | 25.13 | 41.32 | 6.35 | 5.96 | 5.96 | 7.32 | 11.46 | 23.02 | 20.82 | 9.62 | 17.32 | 13.18 |
| Yield(%) | 0.00 | 21.79 | 16.91 | 8.82 | 7.29 | 8.29 | 6.70 | … | … | 0.00 | 22.14 | 21.08 | 11.64 | 0.00 | 0.00 | 0.10 | 1.84 | 2.91 | 0.68 | 1.08 | 5.37 | 1.89 | 0.72 | 0.74 | 0.81 | 0.99 | 0.82 | 1.30 | 6.68 | 3.35 | 2.52 | 3.65 | 2.80 | 1.01 | 6.58 | 8.96 | 1.34 | 0.46 |
Data as of 06/10/2026, Common starting date is 06/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFALX (WELLS FARGO INDEX ASSET ALLOCATION FUND CLASS C) |
-12.64%
Feb 2006 – Feb 2009 |
-5.63%
Feb 2004 – Feb 2009 |
-3.50%
Feb 1999 – Feb 2009 |
2.55%
Nov 1998 – Nov 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFALX (WELLS FARGO INDEX ASSET ALLOCATION FUND CLASS C) |
20.96%
Feb 2009 – Feb 2012 |
17.85%
Feb 2009 – Feb 2014 |
12.24%
Feb 2009 – Feb 2019 |
9.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart