Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFRVX | NA | 13.57% | NA | NA | NA | NA | NA | … | … |
Data as of 06/16/2021, Common starting date is 08/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFRVX | 08/01/2018 | 06/16/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.57 | NA | NA | NA | NA | NA | … | … | 2.29 | -6.09 | 10.12 | -18.10 |
| Sharpe Ratio | NA | 0.83 | NA | NA | NA | NA | NA | … | … | 0.36 | -0.20 | 0.73 | -2.58 |
| Standard Deviation(%) | NA | 16.27 | NA | NA | NA | NA | NA | … | … | 14.34 | 31.80 | 11.86 | 15.36 |
| Draw Down(%) | NA | 9.20 | NA | NA | NA | NA | NA | … | … | 7.50 | 38.36 | 10.65 | 18.83 |
| Yield(%) | 0.00 | 0.00 | 1.86 | 1.12 | 0.56 | 0.37 | 0.28 | … | … | 0.00 | 0.00 | 3.80 | 2.38 |
Data as of 06/16/2021, Common starting date is 08/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFRVX (WFRVX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFRVX (WFRVX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart