Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKSBX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS B) | NA | 12.98% | 5.59% | 7.30% | 4.85% | 5.69% | 5.26% | … | … |
Data as of 05/05/2017, Common starting date is 02/26/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKSBX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS B) | 02/26/1993 | 05/05/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.98 | 5.59 | 7.30 | 4.85 | 5.69 | 5.26 | … | … | 3.79 | 14.19 | -2.74 | 5.92 | 8.02 | 13.47 | 0.61 | 14.40 | 32.87 | -29.86 | 2.25 | 4.71 | -2.03 | 7.53 | 15.58 | 14.24 | 5.19 | -1.95 | 1.63 | 2.63 | 7.96 | 10.07 | 10.16 | -10.56 | 23.79 |
| Sharpe Ratio | NA | 2.74 | 1.00 | 1.37 | 0.56 | NA | NA | … | … | 3.12 | 2.42 | -0.48 | 1.18 | 1.57 | 2.66 | 0.06 | 2.44 | 3.90 | -1.97 | -0.12 | 0.38 | -1.25 | 1.44 | 3.66 | 3.67 | 0.56 | -1.38 | -0.43 | -0.18 | -14.19 | 2.30 | 1.07 | -3.04 | 6.08 |
| Standard Deviation(%) | NA | 4.63 | 5.44 | 5.27 | 8.00 | NA | NA | … | … | 3.54 | 5.75 | 5.77 | 5.02 | 5.08 | 5.09 | 9.34 | 5.86 | 8.40 | 15.62 | 6.55 | 3.72 | 3.36 | 4.57 | 4.06 | 3.58 | 5.19 | 4.34 | 3.71 | 3.89 | 3.32 | 2.84 | 5.91 | 4.45 | 4.36 |
| Draw Down(%) | NA | 2.06 | 9.35 | 9.35 | 37.77 | NA | NA | … | … | 1.90 | 3.77 | 7.61 | 4.39 | 6.95 | 4.72 | 12.95 | 5.81 | 7.33 | 37.57 | 6.67 | 2.94 | 4.02 | 5.65 | 5.06 | 2.19 | 4.45 | 6.20 | 3.63 | 5.63 | 3.38 | 2.23 | 5.01 | 13.20 | 1.35 |
| Yield(%) | 0.00 | 3.47 | 5.60 | 5.61 | 4.39 | 5.14 | 4.93 | … | … | 0.68 | 3.79 | 6.02 | 8.37 | 5.52 | 4.09 | 4.71 | 4.24 | 4.93 | 3.76 | 3.90 | 4.38 | 4.03 | 5.08 | 7.91 | 6.06 | 6.98 | 7.52 | 7.51 | 6.16 | 6.50 | 7.28 | 8.36 | 6.95 | 8.46 |
Data as of 05/05/2017, Common starting date is 02/26/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKSBX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS B) |
-10.41%
Nov 2005 – Nov 2008 |
-5.04%
Nov 2003 – Nov 2008 |
0.39%
Nov 1998 – Nov 2008 |
1.68%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKSBX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS B) |
16.71%
Nov 2008 – Nov 2011 |
14.25%
Nov 2008 – Nov 2013 |
7.33%
Feb 1995 – Feb 2005 |
5.91%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart