Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDJAX (Wells Dow Jones US REIT Index A) | NA | 41.04% | -25.23% | -6.22% | 5.57% | NA | NA | … | … |
Data as of 02/02/2010, Common starting date is 11/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDJAX (Wells Dow Jones US REIT Index A) | 11/17/1998 | 02/02/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 41.04 | -25.23 | -6.22 | 5.57 | NA | NA | … | … | 0.00 | 17.80 | -38.24 | -37.21 | 34.30 | 10.12 | 30.14 | 33.85 | 2.98 | 12.68 | 27.45 | -6.20 | 0.47 |
| Sharpe Ratio | NA | 0.65 | -0.42 | -0.17 | 0.10 | NA | NA | … | … | 0.00 | 0.26 | -0.51 | -1.11 | 2.12 | 0.49 | 1.63 | 2.84 | 0.12 | 0.99 | 2.08 | -0.95 | 0.08 |
| Standard Deviation(%) | NA | 63.15 | 62.66 | 49.48 | 36.31 | NA | NA | … | … | NA | 68.31 | 76.10 | 36.41 | 14.64 | 16.00 | 17.87 | 11.67 | 14.89 | 10.51 | 11.15 | 10.04 | 8.80 |
| Draw Down(%) | NA | 34.21 | 80.66 | 80.66 | 80.66 | NA | NA | … | … | 0.00 | 43.57 | 65.05 | 45.03 | 10.40 | 11.84 | 18.30 | 7.22 | 18.60 | 11.94 | 8.34 | 20.77 | 4.34 |
| Yield(%) | 0.00 | 4.14 | 2.90 | 8.28 | 12.08 | 7.59 | 5.69 | … | … | 0.00 | 3.57 | 10.02 | 2.31 | 15.02 | 12.85 | 13.41 | 8.17 | 7.42 | 6.36 | 7.16 | 6.11 | 1.47 |
Data as of 02/02/2010, Common starting date is 11/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDJAX (Wells Dow Jones US REIT Index A) |
-33.00%
Mar 2006 – Mar 2009 |
-15.05%
Mar 2004 – Mar 2009 |
-0.79%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDJAX (Wells Dow Jones US REIT Index A) |
29.86%
Mar 2003 – Mar 2006 |
23.52%
Jan 2002 – Jan 2007 |
6.00%
Nov 1999 – Nov 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart