The funds in the scan are mostly Wells Fargo mutual funds. VBIIX is a proxy for DB1i, SPY is a proxy for WFVEX and IJH is a proxy for SMMVX which do not yet have 5yr data. I did not include company stock, WFC. It had a 5yr return of 3.67% with a standard deviation of 10.64%. I did run a scan with WFC and DSVG1 the Wells Fargo stable return fund included. It made only a small change in the Balanced portfolio return but DSVG1 did have the usual effect of distorting the Sharpe ratio. In this case it increased it from .32 to 7.41 while reducing the APR to 4.56.
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