Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFMAX (MODERATE BALANCED FUND CLASS A) | NA | 10.88% | 1.32% | 4.88% | 4.67% | 7.57% | 4.86% | … | … |
Data as of 02/26/2024, Common starting date is 02/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFMAX (MODERATE BALANCED FUND CLASS A) | 02/04/2004 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 10.88 | 1.32 | 4.88 | 4.67 | 7.57 | 4.86 | … | … | 1.37 | 10.76 | -13.36 | 8.35 | 11.45 | 14.79 | -3.88 | 10.33 | 4.83 | 0.60 | 6.06 | 14.23 | 11.20 | 0.60 | 10.78 | 21.86 | -24.74 | 6.02 | 8.95 | 3.64 | 5.06 |
| Sharpe Ratio | NA | 1.06 | -0.09 | 0.38 | 0.50 | NA | NA | … | … | 0.82 | 0.93 | -1.42 | 1.14 | 0.90 | 3.02 | -0.75 | 3.50 | 0.79 | 0.09 | 1.17 | 2.48 | 1.65 | 0.05 | 1.15 | 1.55 | -1.33 | 0.42 | 1.05 | 0.29 | 0.81 |
| Standard Deviation(%) | NA | 6.80 | 8.08 | 8.80 | 7.36 | NA | NA | … | … | 7.04 | 7.05 | 10.43 | 7.31 | 12.38 | 4.43 | 6.92 | 2.78 | 5.88 | 6.07 | 5.15 | 5.72 | 6.82 | 11.95 | 9.29 | 14.08 | 19.25 | 7.20 | 5.43 | 5.03 | 5.69 |
| Draw Down(%) | NA | 6.80 | 18.03 | 18.17 | 18.17 | NA | NA | … | … | 1.55 | 6.80 | 17.50 | 4.76 | 18.17 | 1.75 | 9.19 | 0.91 | 5.00 | 5.31 | 3.42 | 3.62 | 5.59 | 11.34 | 8.47 | 13.87 | 31.63 | 4.12 | 4.64 | 3.47 | 4.78 |
| Yield(%) | 3.47 | 4.64 | 5.75 | 5.76 | 5.86 | 7.63 | 5.13 | … | … | 3.50 | 0.88 | 3.02 | 10.74 | 6.04 | 3.36 | 12.50 | 8.88 | 3.02 | 4.85 | 4.25 | 0.67 | 1.88 | 3.11 | 2.37 | 3.86 | 3.70 | 9.97 | 7.52 | 7.43 | 4.83 |
Data as of 02/26/2024, Common starting date is 02/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFMAX (MODERATE BALANCED FUND CLASS A) |
-7.84%
Feb 2006 – Feb 2009 |
-2.12%
Mar 2004 – Mar 2009 |
3.84%
Oct 2013 – Oct 2023 |
3.78%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFMAX (MODERATE BALANCED FUND CLASS A) |
16.29%
Feb 2009 – Feb 2012 |
13.87%
Feb 2009 – Feb 2014 |
9.00%
Feb 2009 – Feb 2019 |
7.19%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart