Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGTIX (WELLS FARGO ADVANTAGE CALIFORNIA TAX-FREE FUND INSTITUTIONAL CLASS) | 1.63% | 6.81% | 4.09% | 0.65% | 1.86% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGTIX (WELLS FARGO ADVANTAGE CALIFORNIA TAX-FREE FUND INSTITUTIONAL CLASS) | 11/04/2014 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.81 | 4.09 | 0.65 | 1.86 | NA | NA | … | … | 1.63 | 2.39 | 4.02 | 5.77 | -10.03 | 2.01 | 4.30 | 7.27 | 0.91 | 5.31 | -0.02 | 3.64 | 1.06 |
| Sharpe Ratio | NA | 1.43 | 0.18 | -0.43 | 0.06 | NA | NA | … | … | 0.47 | -0.09 | 0.12 | 0.50 | -2.61 | 1.13 | 0.52 | 2.89 | -0.25 | 2.06 | -0.08 | 1.63 | 3.51 |
| Standard Deviation(%) | NA | 2.76 | 4.46 | 4.14 | 4.09 | NA | NA | … | … | 2.89 | 5.57 | 3.48 | 4.25 | 4.41 | 1.76 | 7.72 | 2.00 | 1.87 | 2.26 | 3.07 | 2.22 | 2.01 |
| Draw Down(%) | NA | 2.55 | 6.32 | 14.34 | 14.34 | NA | NA | … | … | 2.55 | 5.82 | 2.32 | 6.48 | 14.04 | 2.04 | 11.57 | 1.64 | 1.98 | 1.42 | 6.92 | 2.45 | 0.50 |
| Yield(%) | 0.00 | 3.75 | 4.12 | 3.25 | 3.18 | 2.54 | 1.91 | … | … | 1.52 | 3.60 | 5.01 | 3.51 | 2.86 | 2.80 | 3.04 | 3.47 | 3.47 | 3.36 | 3.21 | 3.31 | 0.56 |
Data as of 06/09/2026, Common starting date is 11/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGTIX (WELLS FARGO ADVANTAGE CALIFORNIA TAX-FREE FUND INSTITUTIONAL CLASS) |
-3.30%
Oct 2020 – Oct 2023 |
0.01%
Oct 2017 – Oct 2022 |
1.88%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGTIX (WELLS FARGO ADVANTAGE CALIFORNIA TAX-FREE FUND INSTITUTIONAL CLASS) |
5.39%
Oct 2022 – Oct 2025 |
4.16%
Nov 2016 – Nov 2021 |
2.25%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart