Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFCNP (Wells Fargo & Company PFD DIV EQUALIZ) | 30.95% | 83.33% | 33.34% | 12.15% | 18.35% | 9.05% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFCNP (Wells Fargo & Company PFD DIV EQUALIZ) | 09/02/2009 | 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 | 2015 | 2014 | 2013 | 2012 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 83.33 | 33.34 | 12.15 | 18.35 | 9.05 | NA | … | … | 30.95 | 536.36 | -68.57 | -22.22 | -37.21 | 152.94 | 26.87 | -33.00 | 249,900.00 | -99.90 | -38.46 | 8.33 | 50.00 | -46.67 | 0.00 | -1.25 |
| Sharpe Ratio | NA | 2.47 | 0.09 | 0.03 | 0.04 | NA | NA | … | … | 2.15 | 0.91 | -0.38 | -0.22 | -0.21 | 0.58 | 0.12 | -0.10 | 301.87 | -0.14 | -0.15 | 0.07 | 0.86 | -0.10 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 47.58 | 368.40 | 310.99 | 440.53 | NA | NA | … | … | 42.39 | 610.66 | 200.64 | 120.91 | 184.28 | 265.12 | 223.25 | 337.48 | 827.83 | 709.03 | 253.30 | 114.47 | 58.01 | 458.54 | NA | 1,610.31 |
| Draw Down(%) | NA | 14.29 | 98.67 | 99.67 | 99.98 | NA | NA | … | … | 0.00 | 98.67 | 84.76 | 66.67 | 77.50 | 61.50 | 53.60 | 84.92 | 89.58 | 99.91 | 87.50 | 59.38 | 27.27 | 98.67 | 0.00 | 81.25 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFCNP (Wells Fargo & Company PFD DIV EQUALIZ) |
-91.62%
Jul 2015 – Jul 2018 |
-77.85%
Nov 2012 – Nov 2017 |
-28.95%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFCNP (Wells Fargo & Company PFD DIV EQUALIZ) |
1,453.62%
May 2018 – May 2021 |
495.68%
Mar 2018 – Mar 2023 |
60.01%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart