Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XERCX (Wells Fargo Multi-Sector Income Fund) | 1.33% | 7.64% | 8.55% | 3.06% | 3.84% | 2.35% | 1.22% | … | … |
Data as of 06/08/2026, Common starting date is 07/01/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XERCX (Wells Fargo Multi-Sector Income Fund) | 07/01/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 7.64 | 8.55 | 3.06 | 3.84 | 2.35 | 1.22 | … | … | 1.33 | 12.08 | 4.01 | 15.04 | -14.61 | 3.89 | 7.28 | 13.34 | -4.61 | 3.09 | 7.05 | -13.88 | 3.45 | 0.12 | 8.36 | -2.69 | 4.14 | 27.04 | -32.48 | -2.40 | 0.00 | -9.73 | 4.37 | 4.41 |
| Sharpe Ratio | NA | 1.25 | 1.13 | 0.10 | 0.29 | NA | NA | … | … | 0.17 | 2.37 | 0.09 | 1.69 | -1.69 | 1.10 | 0.54 | 3.75 | -1.67 | 0.69 | 0.40 | -2.75 | 1.04 | 0.02 | 2.09 | -0.58 | 0.96 | 4.30 | -2.65 | -1.52 | -0.86 | -2.89 | 0.69 | 2.25 |
| Standard Deviation(%) | NA | 4.07 | 4.89 | 6.15 | 8.20 | NA | NA | … | … | 5.21 | 3.90 | 4.19 | 6.80 | 9.52 | 3.51 | 12.92 | 3.17 | 3.61 | 3.54 | 17.26 | 5.06 | 3.30 | 4.15 | 4.01 | 4.73 | 4.21 | 6.27 | 12.57 | 3.66 | 3.98 | 4.15 | 4.95 | 3.69 |
| Draw Down(%) | NA | 3.66 | 5.38 | 20.04 | 25.38 | NA | NA | … | … | 3.66 | 4.02 | 2.64 | 5.38 | 19.15 | 3.36 | 25.38 | 1.58 | 7.01 | 2.28 | 14.35 | 16.79 | 5.72 | 8.31 | 4.71 | 7.31 | 5.34 | 8.35 | 35.40 | 5.54 | 4.63 | 10.40 | 6.90 | 2.62 |
| Yield(%) | 0.00 | 8.73 | 8.40 | 6.95 | 5.99 | 4.33 | 2.92 | … | … | 3.62 | 8.87 | 7.86 | 8.29 | 8.46 | 8.62 | 8.42 | 7.67 | 6.78 | 2.15 | 0.00 | 1.25 | 7.42 | 6.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 07/01/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XERCX (Wells Fargo Multi-Sector Income Fund) |
-14.13%
Feb 2006 – Feb 2009 |
-9.61%
Feb 2004 – Feb 2009 |
-2.34%
Feb 2006 – Feb 2016 |
-1.81%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XERCX (Wells Fargo Multi-Sector Income Fund) |
11.50%
Feb 2009 – Feb 2012 |
8.09%
Feb 2009 – Feb 2014 |
4.81%
Feb 2016 – Feb 2026 |
3.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart