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 Asset Allocation Composite Moderate | NA | 14.06% | 1.08% | 5.45% | 6.29% | 6.84% | 7.22% | 7.59% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WELLS FARGO and COMPANY 401K PLAN Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 1.41 | 14.06 | 1.08 | 5.45 | 6.29 | 6.84 | 7.22 | 7.59 | NA | 6.11 | 9.88 | -14.60 | 9.75 | 13.70 | 21.95 | -4.71 | 15.85 | 8.43 | -0.83 | 5.14 | 15.61 | 11.29 | -0.90 | 7.26 | 13.36 | 0.98 | 9.07 | 11.69 | 6.04 | 9.13 | 20.74 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.03 | -0.19 | 0.31 | 0.48 | NA | NA | 0.66 | 0.29 | -0.06 | 0.68 | -1.55 | 0.95 | 1.19 | 2.64 | -0.57 | 2.75 | 1.09 | -0.11 | 0.70 | 1.88 | 1.28 | -0.06 | 0.72 | 1.47 | 0.00 | 0.63 | 1.02 | 0.55 | 0.98 | 2.34 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 8.75 | 8.86 | 9.71 | 8.97 | NA | NA | 8.97 | 8.59 | 8.62 | 8.29 | 10.29 | 10.19 | 11.33 | 7.78 | 10.64 | 5.54 | 7.55 | 7.60 | 7.27 | 8.30 | 8.76 | 15.56 | 9.95 | 9.01 | 12.69 | 9.57 | 8.25 | 6.98 | 8.36 | 8.56 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.00 | 16.20 | 18.94 | 18.94 | NA | NA | 18.94 | 2.15 | 6.00 | 7.70 | 15.75 | 4.45 | 14.05 | 3.96 | 12.97 | 2.13 | 4.28 | 7.03 | 5.99 | 6.54 | 8.07 | 13.86 | 7.94 | 4.27 | 15.29 | 6.16 | 7.86 | 4.12 | 5.94 | 3.44 | 0.00 | 0.00 |
| Yield(%) | NA | 2.56 | 1.97 | 2.05 | 2.08 | NA | NA | 2.33 | NA | 0.42 | 2.77 | 1.77 | 1.57 | 1.99 | 2.02 | 2.09 | 1.85 | 2.35 | 2.11 | 2.43 | 2.71 | 2.86 | 2.29 | 2.53 | 3.29 | 4.21 | 3.05 | 3.03 | 2.55 | 1.25 | 1.09 | 1.11 | 2.31 |
Data as of 11/29/2024, 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 Asset Allocation Composite Moderate |
-0.44%
Apr 2021 - Apr 2024 |
3.49%
Feb 2018 - Feb 2023 |
5.17%
Oct 2013 - Oct 2023 |
6.38%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WELLS FARGO and COMPANY 401K PLAN Asset Allocation Composite Moderate |
15.02%
Dec 2018 - Dec 2021 |
11.90%
Oct 2002 - Oct 2007 |
9.50%
Apr 2003 - Apr 2013 |
9.01%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart