Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDJBX (Wells Dow Jones US REIT Index B) | NA | 40.04% | -25.61% | -6.78% | NA | NA | NA | … | … |
Data as of 02/02/2010, Common starting date is 07/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDJBX (Wells Dow Jones US REIT Index B) | 07/05/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 40.04 | -25.61 | -6.78 | NA | NA | NA | … | … | 0.00 | 16.75 | -38.69 | -37.16 | 33.24 | 9.32 | 29.12 | 32.95 | 2.13 | 1.82 |
| Sharpe Ratio | NA | 0.63 | -0.41 | -0.16 | NA | NA | NA | … | … | 0.00 | 0.24 | -0.52 | -1.12 | 2.04 | 0.44 | 1.55 | 2.74 | 0.07 | 0.17 |
| Standard Deviation(%) | NA | 62.95 | 65.17 | 53.71 | NA | NA | NA | … | … | NA | 68.23 | 76.35 | 35.97 | 14.71 | 16.27 | 18.19 | 11.78 | 14.91 | 12.04 |
| Draw Down(%) | NA | 34.02 | 80.76 | 80.76 | NA | NA | NA | … | … | 0.00 | 43.54 | 65.24 | 44.92 | 10.55 | 11.98 | 18.39 | 7.23 | 18.95 | 12.01 |
| Yield(%) | 0.00 | 3.41 | 2.50 | 7.53 | 7.92 | 5.28 | 3.96 | … | … | 0.00 | 2.94 | 9.07 | 1.70 | 13.91 | 11.89 | 12.46 | 7.26 | 6.62 | 2.87 |
Data as of 02/02/2010, Common starting date is 07/05/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDJBX (Wells Dow Jones US REIT Index B) |
-33.36%
Mar 2006 – Mar 2009 |
-15.58%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDJBX (Wells Dow Jones US REIT Index B) |
28.93%
Mar 2003 – Mar 2006 |
22.60%
Jan 2002 – Jan 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart