Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFILX (INDEX FUND CLASS A) | 8.54% | 24.23% | 21.02% | 9.34% | 11.49% | 11.80% | 8.19% | … | … |
Data as of 06/08/2026, Common starting date is 11/27/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFILX (INDEX FUND CLASS A) | 11/27/1998 | 06/08/2026 |
| 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 (%) | -2.53 | 24.23 | 21.02 | 9.34 | 11.49 | 11.80 | 8.19 | … | … | 8.54 | 17.38 | 24.43 | 25.76 | -24.97 | 18.14 | 3.61 | 31.26 | -4.67 | 21.37 | 11.60 | 0.79 | 13.04 | 31.62 | 15.43 | 1.52 | 2.02 | 22.54 | -40.63 | 4.96 | 15.19 | 4.36 | 10.24 | 27.71 | -22.48 | -12.31 | -9.90 | 19.57 | 3.18 |
| Sharpe Ratio | NA | 1.85 | 1.20 | 0.38 | 0.53 | NA | NA | … | … | 1.27 | 0.78 | 1.64 | 1.69 | -1.05 | 1.14 | 0.10 | 2.38 | -0.36 | 3.11 | 0.87 | 0.05 | 1.14 | 2.88 | 1.22 | 0.06 | 0.09 | 0.82 | -1.01 | 0.11 | 1.18 | 0.20 | 0.84 | 1.59 | -0.91 | -0.70 | -0.64 | 0.90 | 1.81 |
| Standard Deviation(%) | NA | 12.21 | 14.89 | 17.72 | 18.60 | NA | NA | … | … | 13.94 | 18.64 | 12.69 | 13.17 | 25.31 | 15.87 | 35.23 | 12.51 | 17.11 | 6.68 | 13.12 | 15.52 | 11.38 | 10.96 | 12.75 | 23.39 | 21.41 | 27.42 | 41.24 | 16.04 | 10.05 | 10.26 | 11.08 | 16.97 | 25.82 | 21.44 | 22.10 | 17.96 | 20.83 |
| Draw Down(%) | NA | 8.96 | 18.80 | 31.04 | 33.94 | NA | NA | … | … | 8.96 | 18.80 | 8.46 | 10.06 | 26.54 | 10.64 | 33.94 | 6.66 | 19.35 | 2.63 | 10.30 | 12.07 | 7.34 | 4.72 | 9.67 | 18.79 | 22.91 | 27.25 | 50.72 | 9.94 | 7.51 | 7.02 | 7.65 | 13.85 | 33.15 | 29.23 | 17.10 | 11.79 | 4.26 |
| Yield(%) | 0.00 | 7.56 | 9.15 | 5.12 | 9.76 | 11.18 | 7.23 | … | … | 0.00 | 7.77 | 9.95 | 9.01 | 1.00 | 1.05 | 1.30 | 32.74 | 24.28 | 20.09 | 10.26 | 7.82 | 2.96 | 4.87 | 4.12 | 5.19 | 6.22 | 1.87 | 1.62 | 1.45 | 1.42 | 1.30 | 1.50 | 1.30 | 0.91 | 0.74 | 0.63 | 0.89 | 0.18 |
Data as of 06/08/2026, Common starting date is 11/27/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFILX (INDEX FUND CLASS A) |
-17.06%
Feb 2006 – Feb 2009 |
-8.12%
Feb 2004 – Feb 2009 |
-4.57%
Feb 1999 – Feb 2009 |
1.83%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFILX (INDEX FUND CLASS A) |
23.06%
May 2023 – May 2026 |
18.92%
Feb 2009 – Feb 2014 |
14.63%
Sep 2011 – Sep 2021 |
12.30%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart