Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Wells Fargo Retirement Alliance Data Systems 401(k) Plan Tactical Asset Allocation Moderate | NA | 18.25% | 0.39% | 4.80% | 4.32% | 4.85% | 5.86% | 6.38% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wells Fargo Retirement Alliance Data Systems 401(k) 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 (%) | -0.90 | 18.25 | 0.39 | 4.80 | 4.32 | 4.85 | 5.86 | 6.38 | NA | 6.95 | 10.69 | -14.89 | 7.20 | 13.01 | 9.26 | -3.33 | 11.63 | 5.53 | -2.04 | 1.82 | 14.72 | 6.06 | -3.07 | 7.71 | 15.90 | -0.83 | 9.75 | 12.40 | 5.58 | 12.54 | 17.31 | 0.70 | 6.36 |
| Sharpe Ratio | NA | 0.17 | -0.37 | 0.18 | 0.33 | NA | NA | 0.66 | 0.03 | 0.04 | 0.84 | -1.63 | 0.77 | 1.63 | 1.66 | -0.58 | 2.64 | 1.27 | -0.40 | 0.27 | 2.07 | 1.30 | -0.30 | 0.76 | 1.94 | -0.44 | 0.66 | 1.25 | 0.58 | 1.42 | 3.14 | -0.09 | 1.11 |
| Standard Deviation(%) | NA | 8.30 | 8.73 | 8.70 | 7.26 | NA | NA | 7.22 | 6.43 | 8.36 | 7.64 | 10.00 | 9.36 | 7.83 | 4.73 | 8.00 | 4.17 | 4.21 | 5.23 | 6.61 | 7.09 | 4.62 | 10.30 | 10.05 | 8.17 | 4.01 | 10.19 | 7.30 | 5.87 | 8.14 | 5.29 | 4.38 | 3.64 |
| Draw Down(%) | NA | 5.27 | 14.88 | 18.28 | 18.28 | NA | NA | 18.28 | 0.46 | 5.19 | 6.71 | 15.52 | 6.20 | 10.15 | 3.32 | 9.22 | 1.64 | 3.33 | 5.71 | 5.51 | 4.32 | 3.67 | 11.18 | 8.45 | 4.24 | 3.38 | 7.15 | 8.66 | 4.53 | 6.91 | 3.20 | 5.65 | 2.78 |
| Yield(%) | NA | 3.80 | 3.79 | 3.84 | 3.58 | NA | NA | 4.09 | NA | 0.78 | 3.97 | 2.56 | 4.45 | 3.65 | 4.79 | 3.15 | 0.52 | 3.12 | 5.21 | 4.34 | 5.14 | 3.90 | 1.66 | 3.83 | 4.29 | 2.75 | 5.95 | 5.98 | 4.47 | 4.69 | 3.35 | 5.06 | 6.47 |
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 Retirement Alliance Data Systems 401(k) Plan Tactical Asset Allocation Moderate |
-1.51%
Apr 2021 - Apr 2024 |
1.61%
Sep 2018 - Sep 2023 |
2.89%
Oct 2013 - Oct 2023 |
4.25%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wells Fargo Retirement Alliance Data Systems 401(k) Plan Tactical Asset Allocation Moderate |
13.68%
Apr 2003 - Apr 2006 |
12.26%
Oct 2002 - Oct 2007 |
9.18%
Apr 2001 - Apr 2011 |
7.68%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart