Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOFDX (WELLS FARGO OPPORTUNITY FUND ADMINISTRATOR CLASS) | 6.69% | 17.06% | 14.31% | 7.99% | 11.37% | 10.43% | 9.03% | … | … |
Data as of 06/05/2026, Common starting date is 04/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOFDX (WELLS FARGO OPPORTUNITY FUND ADMINISTRATOR CLASS) | 04/12/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | 17.06 | 14.31 | 7.99 | 11.37 | 10.43 | 9.03 | … | … | 6.69 | 6.78 | 15.02 | 26.60 | -20.75 | 24.60 | 14.62 | 31.54 | -7.16 | 20.22 | 12.13 | -3.36 | 10.29 | 30.33 | 14.50 | -6.65 | 21.63 | 47.61 | -40.21 | 5.05 | 12.03 | 10.50 |
| Sharpe Ratio | NA | 1.03 | 0.70 | 0.29 | 0.51 | NA | NA | … | … | 0.85 | 0.20 | 0.87 | 1.57 | -0.82 | 1.74 | 0.40 | 2.28 | -0.51 | 2.46 | 0.77 | -0.21 | 0.81 | 2.59 | 0.98 | -0.25 | 1.11 | 1.66 | -1.00 | 0.12 | 0.77 | 1.10 |
| Standard Deviation(%) | NA | 13.99 | 15.82 | 18.46 | 19.32 | NA | NA | … | … | 16.27 | 19.37 | 13.09 | 14.71 | 27.09 | 14.15 | 36.03 | 13.18 | 16.96 | 8.00 | 15.40 | 15.84 | 12.68 | 11.71 | 14.91 | 26.74 | 19.33 | 28.69 | 41.22 | 15.63 | 11.26 | 11.24 |
| Draw Down(%) | NA | 12.08 | 22.14 | 27.31 | 35.50 | NA | NA | … | … | 12.08 | 21.18 | 6.42 | 13.63 | 27.15 | 6.27 | 35.50 | 6.42 | 19.81 | 4.13 | 12.29 | 13.88 | 10.55 | 5.99 | 13.73 | 25.90 | 16.20 | 24.48 | 53.10 | 10.91 | 12.24 | 7.74 |
| Yield(%) | 0.00 | 7.75 | 7.40 | 7.14 | 8.73 | 8.87 | 7.58 | … | … | 0.00 | 7.57 | 8.78 | 4.19 | 6.90 | 12.10 | 0.18 | 6.78 | 9.75 | 13.53 | 6.65 | 13.08 | 10.78 | 7.36 | 4.06 | 0.00 | 0.00 | 0.59 | 0.00 | 17.23 | 18.90 | 10.88 |
Data as of 06/05/2026, Common starting date is 04/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOFDX (WELLS FARGO OPPORTUNITY FUND ADMINISTRATOR CLASS) |
-15.33%
Feb 2006 – Feb 2009 |
-0.54%
May 2007 – May 2012 |
5.32%
Jan 2006 – Jan 2016 |
6.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOFDX (WELLS FARGO OPPORTUNITY FUND ADMINISTRATOR CLASS) |
27.77%
Feb 2009 – Feb 2012 |
23.57%
Feb 2009 – Feb 2014 |
15.46%
Feb 2009 – Feb 2019 |
14.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart