Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFIRX (INDEX FUND INVESTOR CLASS) | NA | 6.44% | 15.62% | 13.79% | NA | NA | NA | … | … |
Data as of 10/29/2015, Common starting date is 08/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFIRX (INDEX FUND INVESTOR CLASS) | 08/05/2010 | 10/29/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | 6.44 | 15.62 | 13.79 | NA | NA | NA | … | … | 2.14 | 10.10 | 26.52 | 11.21 | -3.80 | 6.21 |
| Sharpe Ratio | NA | 0.24 | 0.89 | 0.56 | NA | NA | NA | … | … | 0.17 | 0.88 | 2.27 | 0.87 | -0.16 | 1.03 |
| Standard Deviation(%) | NA | 15.03 | 12.95 | 15.95 | NA | NA | NA | … | … | 15.49 | 11.49 | 11.65 | 12.86 | 24.11 | 15.30 |
| Draw Down(%) | NA | 12.06 | 12.06 | 18.74 | NA | NA | NA | … | … | 12.06 | 7.32 | 4.73 | 9.64 | 18.74 | 7.04 |
| Yield(%) | 0.00 | 2.83 | 4.19 | 5.03 | 2.65 | 1.77 | 1.33 | … | … | 0.00 | 3.10 | 5.00 | 4.23 | 5.29 | 6.22 |
Data as of 10/29/2015, Common starting date is 08/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFIRX (INDEX FUND INVESTOR CLASS) |
11.91%
Sep 2012 – Sep 2015 |
12.86%
Sep 2010 – Sep 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFIRX (INDEX FUND INVESTOR CLASS) |
22.44%
Sep 2011 – Sep 2014 |
12.86%
Sep 2010 – Sep 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart