Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFSPX (BLACKROCK S&P 500 INDEX FUND CLASS K SHARES) | 8.40% | 25.78% | 21.58% | 13.38% | 15.24% | 14.39% | 11.26% | … | … |
Data as of 06/05/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFSPX (BLACKROCK S&P 500 INDEX FUND CLASS K SHARES) | 09/29/1993 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.55 | 25.78 | 21.58 | 13.38 | 15.24 | 14.39 | 11.26 | … | … | 8.40 | 17.83 | 24.94 | 26.25 | -18.14 | 28.64 | 18.43 | 31.45 | -4.39 | 21.78 | 11.93 | 1.35 | 13.61 | 32.20 | 15.86 | 1.96 | 14.91 | 26.49 | -37.00 | 5.35 | 15.59 | 4.56 | 10.83 | 28.35 | -22.21 | -12.02 | -9.57 | 20.71 | 28.44 | 33.05 | 27.35 | 61.06 | 20.99 | 9.99 |
| Sharpe Ratio | NA | 2.28 | 1.36 | 0.69 | 0.77 | NA | NA | … | … | 2.02 | 0.81 | 1.68 | 1.74 | -0.81 | 2.18 | 0.52 | 2.46 | -0.34 | 3.18 | 0.89 | 0.09 | 1.19 | 2.92 | 1.25 | 0.08 | 0.81 | 0.97 | -0.93 | 0.14 | 1.22 | 0.22 | 0.89 | 1.63 | -0.90 | -0.68 | -0.62 | 0.96 | 1.22 | 1.61 | 1.92 | 4.95 | 1.38 | 3.64 |
| Standard Deviation(%) | NA | 11.86 | 14.78 | 16.87 | 18.05 | NA | NA | … | … | 13.51 | 18.57 | 12.66 | 13.12 | 24.18 | 13.10 | 34.59 | 12.17 | 16.95 | 6.67 | 13.10 | 15.49 | 11.40 | 11.01 | 12.76 | 23.38 | 18.33 | 27.21 | 40.84 | 16.01 | 10.03 | 10.29 | 11.09 | 16.98 | 25.92 | 21.57 | 22.35 | 17.99 | 20.43 | 18.16 | 12.24 | 11.53 | 12.99 | 11.65 |
| Draw Down(%) | NA | 8.90 | 18.74 | 24.51 | 33.74 | NA | NA | … | … | 8.90 | 18.74 | 8.45 | 9.95 | 24.51 | 5.13 | 33.74 | 6.36 | 19.36 | 2.58 | 10.27 | 12.01 | 7.30 | 4.70 | 9.62 | 18.70 | 15.69 | 27.18 | 47.69 | 9.87 | 7.48 | 7.02 | 7.49 | 13.82 | 33.02 | 29.17 | 16.87 | 11.84 | 19.19 | 10.77 | 7.43 | 3.48 | 6.94 | 2.65 |
| Yield(%) | 0.00 | 1.99 | 2.12 | 2.06 | 3.43 | 4.67 | 4.04 | … | … | 0.27 | 2.00 | 1.75 | 1.88 | 1.61 | 2.33 | 1.91 | 2.55 | 2.32 | 2.37 | 2.63 | 2.46 | 2.07 | 2.15 | 2.13 | 1.93 | 1.87 | 2.21 | 1.91 | 1.86 | 2.42 | 1.81 | 2.22 | 1.71 | 2.39 | 6.13 | 12.08 | 10.29 | 7.29 | 4.67 | 7.87 | 23.60 | 20.70 | 9.05 |
Data as of 06/05/2026, Common starting date is 09/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSPX (BLACKROCK S&P 500 INDEX FUND CLASS K SHARES) |
-16.32%
Mar 2000 – Mar 2003 |
-6.75%
Feb 2004 – Feb 2009 |
-3.61%
Feb 1999 – Feb 2009 |
3.61%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSPX (BLACKROCK S&P 500 INDEX FUND CLASS K SHARES) |
43.74%
Jul 1994 – Jul 1997 |
35.29%
Apr 1994 – Apr 1999 |
16.59%
Feb 2009 – Feb 2019 |
15.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart