Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO and COMPANY 401K PLAN Tactical Asset Allocation Moderate | NA | 24.79% | 7.25% | 12.02% | 9.52% | 10.46% | 10.21% | 8.64% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WELLS FARGO and COMPANY 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 24.79 | 7.25 | 12.02 | 9.52 | 10.46 | 10.21 | 8.64 | NA | 14.39 | 18.92 | -9.77 | 11.79 | 24.42 | 21.96 | -2.51 | 10.76 | 9.22 | 0.67 | 9.23 | 17.52 | 12.31 | 3.01 | 18.31 | 12.97 | 4.40 | 7.46 | 13.79 | 6.28 | 9.62 | 15.12 | -18.94 | 0.03 |
| Sharpe Ratio | NA | 0.83 | 0.37 | 0.61 | 0.66 | NA | NA | 0.65 | 0.04 | 0.69 | 1.62 | -0.80 | 1.02 | 1.10 | 2.41 | -0.32 | 1.84 | 1.02 | 0.07 | 1.15 | 2.18 | 1.48 | 0.21 | 1.44 | 1.26 | 0.30 | 0.46 | 1.24 | 0.61 | 0.98 | 1.48 | -1.66 | -0.29 |
| Standard Deviation(%) | NA | 11.26 | 11.59 | 14.28 | 11.96 | NA | NA | 10.83 | 12.96 | 11.31 | 9.04 | 13.98 | 11.52 | 21.90 | 8.54 | 11.79 | 5.50 | 8.88 | 9.50 | 8.03 | 8.01 | 8.27 | 14.12 | 12.66 | 10.24 | 11.42 | 9.61 | 8.48 | 6.76 | 8.82 | 9.78 | 12.10 | 8.00 |
| Draw Down(%) | NA | 8.58 | 14.52 | 20.07 | 20.07 | NA | NA | 28.00 | 1.13 | 8.58 | 6.21 | 16.66 | 5.30 | 20.07 | 4.93 | 13.24 | 2.50 | 6.62 | 8.95 | 4.47 | 5.36 | 5.91 | 10.47 | 8.30 | 4.82 | 12.83 | 6.08 | 8.90 | 4.38 | 7.20 | 9.28 | 24.14 | 5.99 |
| Yield(%) | NA | 1.92 | 1.96 | 1.74 | 1.74 | NA | NA | 0.00 | NA | 1.24 | 1.92 | 1.91 | 1.26 | 1.51 | 1.98 | 1.50 | 1.76 | 1.75 | 1.68 | 1.86 | 1.93 | 2.34 | 2.49 | 2.98 | 4.00 | 4.29 | 3.26 | 2.88 | 2.67 | 2.18 | 1.57 | 1.85 | 1.42 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WELLS FARGO and COMPANY 401K PLAN Tactical Asset Allocation Moderate |
-2.80%
Jul 2001 - Jul 2004 |
2.26%
Jun 2001 - Jun 2006 |
6.17%
Sep 2001 - Sep 2011 |
6.85%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WELLS FARGO and COMPANY 401K PLAN Tactical Asset Allocation Moderate |
19.26%
Dec 2018 - Dec 2021 |
13.84%
Feb 2009 - Feb 2014 |
11.39%
Apr 2003 - Apr 2013 |
11.16%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart