Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGBIX (Wells Fargo Spectrum Moderate Growth Fund Institutional Class) | 6.75% | 17.33% | 13.10% | 6.23% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGBIX (Wells Fargo Spectrum Moderate Growth Fund Institutional Class) | 08/01/2018 | 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 (%) | -3.61 | 17.33 | 13.10 | 6.23 | NA | NA | NA | … | … | 6.75 | 14.90 | 10.27 | 13.38 | -15.51 | 12.73 | 16.13 | 18.28 | -7.73 |
| Sharpe Ratio | NA | 2.25 | 1.31 | 0.48 | NA | NA | NA | … | … | 2.58 | 1.31 | 0.79 | 1.22 | -1.37 | 1.67 | 1.07 | 2.55 | -1.98 |
| Standard Deviation(%) | NA | 8.58 | 8.74 | 9.37 | NA | NA | NA | … | … | 9.22 | 9.22 | 8.43 | 8.06 | 12.37 | 7.61 | 14.83 | 6.59 | 9.78 |
| Draw Down(%) | NA | 4.84 | 7.92 | 20.20 | NA | NA | NA | … | … | 4.84 | 7.62 | 5.68 | 7.20 | 19.88 | 3.25 | 18.13 | 3.26 | 11.21 |
| Yield(%) | 0.00 | 9.26 | 5.39 | 6.05 | 5.71 | 3.80 | 2.85 | … | … | 0.00 | 9.68 | 4.31 | 0.76 | 6.30 | 13.13 | 11.82 | 2.45 | 12.55 |
Data as of 06/10/2026, Common starting date is 08/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGBIX (Wells Fargo Spectrum Moderate Growth Fund Institutional Class) |
1.11%
Apr 2021 – Apr 2024 |
4.53%
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 |
|---|---|---|---|---|
| WGBIX (Wells Fargo Spectrum Moderate Growth Fund Institutional Class) |
15.69%
Dec 2018 – Dec 2021 |
8.70%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart