Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFC-PR (Wells Fargo & Company) | NA | 9.14% | 1.62% | 4.01% | 5.32% | NA | NA | … | … |
Data as of 03/14/2024, Common starting date is 12/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFC-PR (Wells Fargo & Company) | 12/16/2013 | 03/14/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 9.14 | 1.62 | 4.01 | 5.32 | NA | NA | … | … | 1.26 | 8.33 | -5.30 | 0.68 | 7.91 | 16.28 | -2.52 | 11.66 | -0.20 | 9.77 | 14.35 | 2.27 |
| Sharpe Ratio | NA | 0.92 | -0.03 | 0.20 | 0.42 | NA | NA | … | … | 2.48 | 0.61 | -0.64 | 0.09 | 0.32 | 2.28 | -0.57 | 1.71 | -0.04 | 1.63 | 2.74 | 13.62 |
| Standard Deviation(%) | NA | 5.81 | 7.83 | 12.66 | 10.21 | NA | NA | … | … | 1.09 | 6.75 | 10.42 | 7.08 | 23.76 | 6.53 | 6.77 | 6.47 | 9.26 | 5.97 | 5.22 | 5.57 |
| Draw Down(%) | NA | 2.75 | 9.52 | 24.29 | 24.29 | NA | NA | … | … | 0.16 | 4.95 | 8.15 | 5.15 | 24.29 | 4.85 | 8.09 | 5.09 | 12.58 | 3.13 | 3.40 | 0.31 |
| Yield(%) | 0.00 | 6.77 | 5.75 | 5.93 | 6.10 | 4.47 | 3.35 | … | … | 1.65 | 6.64 | 5.97 | 5.71 | 5.71 | 6.20 | 5.77 | 5.99 | 5.66 | 5.89 | 6.35 | 0.00 |
Data as of 03/14/2024, Common starting date is 12/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PR (Wells Fargo & Company) |
0.95%
Dec 2019 – Dec 2022 |
2.82%
Jun 2017 – Jun 2022 |
5.39%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PR (Wells Fargo & Company) |
9.29%
Feb 2014 – Feb 2017 |
7.11%
Jan 2014 – Jan 2019 |
5.69%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart