Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFATX (Wells Fargo Index Asset Allocation Fund-) | 6.68% | 18.10% | 14.24% | 7.70% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFATX (Wells Fargo Index Asset Allocation Fund-) | 11/02/2016 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 18.10 | 14.24 | 7.70 | NA | NA | NA | … | … | 6.68 | 0.06 | 15.00 | 17.00 | -16.74 | 16.12 | 16.61 | 20.37 | -2.49 | 12.58 | 2.27 |
| Sharpe Ratio | NA | 2.03 | 1.19 | 0.49 | NA | NA | NA | … | … | 1.64 | -0.18 | 1.26 | 1.50 | -1.18 | 1.87 | 0.84 | 2.74 | -0.36 | 3.10 | 2.31 |
| Standard Deviation(%) | NA | 8.01 | 9.59 | 10.83 | NA | NA | NA | … | … | 8.94 | 15.58 | 9.05 | 8.99 | 15.41 | 8.63 | 19.43 | 6.90 | 10.94 | 3.86 | 6.43 |
| Draw Down(%) | NA | 5.89 | 11.59 | 20.89 | NA | NA | NA | … | … | 5.89 | 12.21 | 5.03 | 8.38 | 20.70 | 3.91 | 20.07 | 2.87 | 12.31 | 1.34 | 1.66 |
| Yield(%) | 0.00 | 12.44 | 11.41 | 8.12 | 7.57 | 5.04 | 3.78 | … | … | 0.00 | 12.85 | 13.41 | 8.42 | 4.22 | 6.91 | 4.53 | 3.10 | 3.96 | 1.78 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFATX (Wells Fargo Index Asset Allocation Fund-) |
2.84%
Apr 2021 – Apr 2024 |
5.64%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFATX (Wells Fargo Index Asset Allocation Fund-) |
17.68%
Dec 2018 – Dec 2021 |
12.34%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart