Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFC-PX (Wells Fargo & Company) | NA | 2.42% | 5.40% | 5.02% | NA | NA | NA | … | … |
Data as of 09/14/2021, Common starting date is 06/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFC-PX (Wells Fargo & Company) | 06/13/2016 | 09/14/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 2.42 | 5.40 | 5.02 | NA | NA | NA | … | … | -0.85 | 0.54 | 13.23 | -9.75 | 11.48 | -8.83 |
| Sharpe Ratio | NA | 0.50 | 0.30 | 0.33 | NA | NA | NA | … | … | -0.32 | 0.01 | 1.79 | -1.65 | 1.71 | -1.27 |
| Standard Deviation(%) | NA | 4.77 | 15.55 | 12.97 | NA | NA | NA | … | … | 3.89 | 25.71 | 6.62 | 6.72 | 6.37 | 12.21 |
| Draw Down(%) | NA | 3.09 | 24.57 | 24.57 | NA | NA | NA | … | … | 3.09 | 25.56 | 3.97 | 12.06 | 4.11 | 17.22 |
| Yield(%) | 0.00 | 5.28 | 5.43 | 5.31 | 2.84 | 1.89 | 1.42 | … | … | 3.92 | 5.22 | 5.80 | 5.38 | 5.84 | 2.71 |
Data as of 09/14/2021, Common starting date is 06/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PX (Wells Fargo & Company) |
4.37%
Aug 2016 – Aug 2019 |
4.09%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PX (Wells Fargo & Company) |
10.22%
Dec 2016 – Dec 2019 |
4.57%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart