Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFIMX (INDEX FUND CLASS B) | NA | 18.18% | 9.35% | 12.86% | 3.62% | 5.06% | NA | … | … |
Data as of 05/05/2017, Common starting date is 11/27/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFIMX (INDEX FUND CLASS B) | 11/27/1998 | 05/05/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 18.18 | 9.35 | 12.86 | 3.62 | 5.06 | NA | … | … | 7.42 | 10.76 | 0.06 | 12.21 | 30.63 | 14.55 | 0.76 | 1.22 | 21.64 | -41.10 | 4.17 | 14.35 | 3.61 | 9.39 | 26.77 | -23.06 | -12.96 | -10.58 | 18.69 | 3.10 |
| Sharpe Ratio | NA | 1.83 | 0.71 | 1.01 | 0.15 | NA | NA | … | … | 3.41 | 0.80 | 0.00 | 1.07 | 2.79 | 1.15 | 0.03 | 0.05 | 0.79 | -1.02 | 0.07 | 1.10 | 0.14 | 0.76 | 1.54 | -0.94 | -0.72 | -0.66 | 0.86 | 1.76 |
| Standard Deviation(%) | NA | 9.80 | 13.05 | 12.66 | 21.53 | NA | NA | … | … | 6.71 | 13.14 | 15.50 | 11.38 | 10.97 | 12.76 | 23.40 | 21.48 | 27.38 | 41.26 | 16.03 | 10.07 | 10.31 | 11.09 | 16.96 | 25.83 | 21.44 | 22.07 | 17.97 | 20.88 |
| Draw Down(%) | NA | 5.57 | 13.65 | 13.65 | 58.38 | NA | NA | … | … | 2.73 | 10.39 | 12.18 | 7.39 | 4.80 | 9.78 | 19.05 | 23.14 | 27.33 | 51.05 | 10.03 | 7.58 | 7.13 | 8.00 | 13.93 | 33.54 | 29.54 | 17.56 | 11.98 | 4.29 |
| Yield(%) | 0.00 | 8.24 | 5.72 | 5.81 | 2.81 | 2.88 | 1.91 | … | … | 0.00 | 8.42 | 6.49 | 1.79 | 3.55 | 2.79 | 4.02 | 4.87 | 1.08 | 0.98 | 0.64 | 0.61 | 0.58 | 0.73 | 0.54 | 0.26 | 0.16 | 0.11 | 0.26 | 0.06 |
Data as of 05/05/2017, Common starting date is 11/27/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFIMX (INDEX FUND CLASS B) |
-17.68%
Feb 2006 – Feb 2009 |
-8.81%
Feb 2004 – Feb 2009 |
-5.29%
Feb 1999 – Feb 2009 |
1.07%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFIMX (INDEX FUND CLASS B) |
21.36%
Sep 2011 – Sep 2014 |
18.02%
Feb 2009 – Feb 2014 |
5.05%
Mar 2003 – Mar 2013 |
4.86%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison Chart