Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/15/2021.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| WFC-PN (Wells Fargo & Company) | 6.08% | NA | 6.43% | 5.65% | 4.97% | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFC-PN (Wells Fargo & Company) | 08/15/2012 | 06/15/2021 |
The return data shown below all have the same latest date: 06/15/2021.
AR inception is since 08/15/2012.
AR inception is since 08/15/2012.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 6.43 | 5.65 | 4.97 | NA | NA | NA | 6.08 | -2.01 | 2.51 | 16.04 | -12.31 | 8.56 | -8.90 | 9.54 | 15.39 | -20.25 | 0.32 |
| Sharpe Ratio | NA | 1.09 | 0.27 | 0.29 | NA | NA | NA | 0.41 | -0.82 | 0.08 | 2.35 | -1.88 | 1.31 | -0.84 | 1.25 | 1.95 | -1.83 | 0.17 |
| Standard Deviation(%) | NA | 5.83 | 18.03 | 14.80 | NA | NA | NA | 12.44 | 5.44 | 30.02 | 6.22 | 7.23 | 6.10 | 10.82 | 7.63 | 7.88 | 11.06 | 4.88 |
| Draw Down(%) | NA | 3.78 | 25.79 | 25.79 | NA | NA | NA | 25.79 | 3.78 | 26.67 | 2.92 | 14.27 | 4.08 | 13.85 | 6.89 | 4.64 | 24.91 | 2.73 |
| Yield(%) | 0.00 | 5.34 | 5.31 | 5.16 | 4.64 | 3.09 | 2.32 | 5.80 | 2.55 | 5.16 | 5.92 | 5.27 | 5.65 | 5.18 | 5.68 | 6.51 | 5.25 | 1.71 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PN (Wells Fargo & Company) |
0.57%
Dec 2015 - Dec 2018 |
4.47%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PN (Wells Fargo & Company) |
13.21%
Aug 2013 - Aug 2016 |
8.94%
Sep 2013 - Sep 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart