Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFIOX (INDEX FUND ADMINISTRATOR CLASS) | 7.91% | 7.01% | 10.21% | 6.28% | 8.70% | 11.16% | 7.67% | 8.69% |
Data as of 07/22/2025, AR inception is 10/30/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFIOX (INDEX FUND ADMINISTRATOR CLASS) | 10/30/1986 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.07 | 7.01 | 10.21 | 6.28 | 8.70 | 11.16 | 7.67 | 8.69 | 7.91 | 16.42 | 18.38 | -24.65 | 18.62 | 4.10 | 31.55 | -4.49 | 21.60 | 11.82 | 1.08 | 13.40 | 32.04 | 15.78 | 1.81 | 14.85 | 22.87 | -40.50 | 5.21 | 15.48 | 4.64 | 10.50 | 28.03 | -22.28 | -12.07 | -9.69 | 19.89 | 19.05 | 28.45 | 21.96 | 32.56 | -4.41 | 9.29 | 4.64 | 27.89 | -4.15 | 28.64 | 14.39 | 3.34 | -0.21 |
| Sharpe Ratio | NA | 0.19 | 0.43 | 0.23 | 0.38 | NA | NA | 0.34 | 0.50 | 0.67 | 0.99 | -1.03 | 1.18 | 0.11 | 2.41 | -0.34 | 3.15 | 0.88 | 0.07 | 1.18 | 2.91 | 1.24 | 0.08 | 0.82 | 0.83 | -1.00 | 0.14 | 1.22 | 0.24 | 0.86 | 1.61 | -0.90 | -0.68 | -0.62 | 0.93 | 0.73 | 1.34 | 1.58 | 3.58 | -0.68 | 0.87 | 0.23 | 1.65 | -0.59 | 1.77 | 0.56 | -0.03 | -0.38 |
| Standard Deviation(%) | NA | 21.11 | 18.51 | 19.44 | 19.13 | NA | NA | 18.45 | 23.25 | 14.73 | 14.43 | 25.25 | 15.76 | 35.10 | 12.52 | 17.10 | 6.68 | 13.13 | 15.51 | 11.39 | 10.98 | 12.75 | 23.41 | 18.06 | 27.34 | 41.25 | 16.04 | 10.05 | 10.29 | 11.10 | 16.97 | 25.95 | 21.44 | 22.09 | 17.93 | 21.61 | 18.52 | 11.57 | 8.03 | 10.90 | 8.27 | 9.77 | 14.54 | 15.98 | 12.92 | 17.25 | 25.32 | 13.01 |
| Draw Down(%) | NA | 23.35 | 23.35 | 30.58 | 33.94 | NA | NA | 57.75 | 18.78 | 10.04 | 10.01 | 26.22 | 10.44 | 33.94 | 6.63 | 19.28 | 2.61 | 10.28 | 12.04 | 7.31 | 4.70 | 9.61 | 18.68 | 15.67 | 27.19 | 50.61 | 9.92 | 7.48 | 7.02 | 7.55 | 13.78 | 33.07 | 29.10 | 16.96 | 11.74 | 19.31 | 10.77 | 7.49 | 4.64 | 8.67 | 4.35 | 5.37 | 5.49 | 19.14 | 7.40 | 7.46 | 32.94 | 4.23 |
| Yield(%) | 0.00 | 1.12 | 1.37 | 1.34 | 8.39 | 11.36 | 7.08 | 14.93 | 0.00 | 1.33 | 1.56 | 1.13 | 1.23 | 1.45 | 32.45 | 24.14 | 20.10 | 10.37 | 8.02 | 3.27 | 5.20 | 4.44 | 5.48 | 16.94 | 2.35 | 1.83 | 1.71 | 1.69 | 1.55 | 1.75 | 1.55 | 1.15 | 0.98 | 0.88 | 1.16 | 1.28 | 1.64 | 1.96 | 2.49 | 2.57 | 2.77 | 2.43 | 7.37 | 2.23 | 6.15 | 3.45 | 6.21 | 0.53 |
Data as of 07/22/2025, AR inception is 10/30/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFIOX (INDEX FUND ADMINISTRATOR CLASS) |
-16.85%
Feb 2006 - Feb 2009 |
-7.89%
Feb 2004 - Feb 2009 |
-4.33%
Feb 1999 - Feb 2009 |
2.68%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFIOX (INDEX FUND ADMINISTRATOR CLASS) |
29.18%
Mar 1995 - Mar 1998 |
24.27%
Dec 1994 - Dec 1999 |
16.11%
Feb 2009 - Feb 2019 |
12.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart