Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFAIX (WELLS FARGO INDEX ASSET ALLOCATION FUND ADMINISTRATOR CLASS) | 6.34% | 17.85% | 13.97% | 5.60% | 8.02% | 9.17% | 7.60% | … | … |
Data as of 06/03/2026, Common starting date is 11/09/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFAIX (WELLS FARGO INDEX ASSET ALLOCATION FUND ADMINISTRATOR CLASS) | 11/09/1999 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 17.85 | 13.97 | 5.60 | 8.02 | 9.17 | 7.60 | … | … | 6.34 | 11.56 | 14.85 | 16.83 | -20.20 | 9.81 | 13.08 | 20.16 | -2.65 | 12.41 | 7.75 | 1.20 | 17.68 | 20.15 | 13.03 | 6.75 | 13.42 | 15.55 | -28.94 | 7.57 | 12.33 | 5.17 | 9.52 | 22.49 | -12.81 | -7.28 | 1.07 | 3.13 |
| Sharpe Ratio | NA | 2.01 | 1.17 | 0.27 | 0.57 | NA | NA | … | … | 1.64 | 0.80 | 1.24 | 1.48 | -1.35 | 0.93 | 0.65 | 2.71 | -0.37 | 3.05 | 0.93 | 0.13 | 2.50 | 2.22 | 1.39 | 0.41 | 0.98 | 0.71 | -0.91 | 0.38 | 1.04 | 0.33 | 0.92 | 1.59 | -0.72 | -0.66 | -0.22 | 2.32 |
| Standard Deviation(%) | NA | 8.02 | 9.60 | 11.35 | 11.32 | NA | NA | … | … | 8.94 | 10.85 | 9.06 | 8.98 | 16.10 | 10.48 | 19.75 | 6.90 | 10.96 | 3.87 | 8.06 | 9.15 | 7.06 | 9.05 | 9.42 | 16.29 | 13.65 | 21.71 | 32.82 | 11.54 | 8.57 | 8.78 | 9.28 | 13.71 | 19.41 | 15.10 | 14.32 | 8.75 |
| Draw Down(%) | NA | 5.87 | 11.65 | 24.49 | 24.49 | NA | NA | … | … | 5.87 | 10.77 | 5.05 | 8.41 | 20.97 | 7.11 | 20.08 | 2.87 | 12.35 | 1.34 | 6.01 | 7.24 | 3.71 | 6.13 | 5.68 | 13.34 | 11.23 | 24.93 | 40.80 | 6.28 | 5.84 | 5.91 | 6.95 | 11.34 | 22.51 | 20.47 | 9.89 | 2.24 |
| Yield(%) | 0.00 | 12.25 | 11.20 | 6.16 | 5.78 | 7.05 | 6.02 | … | … | 0.00 | 12.58 | 13.18 | 8.25 | 0.72 | 0.57 | 1.09 | 2.93 | 3.80 | 1.60 | 1.98 | 6.27 | 2.87 | 1.81 | 1.84 | 1.86 | 1.91 | 2.22 | 2.19 | 7.72 | 4.42 | 3.44 | 4.71 | 3.86 | 1.79 | 7.26 | 9.69 | 0.32 |
Data as of 06/03/2026, Common starting date is 11/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFAIX (WELLS FARGO INDEX ASSET ALLOCATION FUND ADMINISTRATOR CLASS) |
-11.75%
Feb 2006 – Feb 2009 |
-4.70%
Feb 2004 – Feb 2009 |
0.46%
Aug 2000 – Aug 2010 |
4.77%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFAIX (WELLS FARGO INDEX ASSET ALLOCATION FUND ADMINISTRATOR CLASS) |
22.15%
Feb 2009 – Feb 2012 |
19.02%
Feb 2009 – Feb 2014 |
13.33%
Feb 2009 – Feb 2019 |
10.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart