Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFXPX (INVESTED FIXED INCOME PORTFOLIO) | NA | -3.48% | 0.51% | NA | NA | NA | NA | … | … |
Data as of 07/27/2022, Common starting date is 09/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFXPX (INVESTED FIXED INCOME PORTFOLIO) | 09/19/2017 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.48 | 0.51 | NA | NA | NA | NA | … | … | -2.43 | -4.80 | 3.92 | 2.70 | 0.10 | 0.00 |
| Sharpe Ratio | NA | -1.20 | 0.06 | NA | NA | NA | NA | … | … | -1.21 | -1.12 | 1.91 | 0.55 | -0.91 | -0.59 |
| Standard Deviation(%) | NA | 3.20 | 2.36 | NA | NA | NA | NA | … | … | 4.01 | 4.31 | 1.92 | 2.36 | 1.35 | 1.37 |
| Draw Down(%) | NA | 6.06 | 6.06 | NA | NA | NA | NA | … | … | 4.94 | 4.99 | 2.95 | 2.19 | 1.20 | 0.50 |
| Yield(%) | 0.00 | 5.74 | 3.35 | 2.19 | 1.10 | 0.73 | 0.55 | … | … | 2.02 | 3.83 | 2.55 | 1.79 | 0.58 | 0.00 |
Data as of 07/27/2022, Common starting date is 09/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFXPX (INVESTED FIXED INCOME PORTFOLIO) |
0.08%
May 2019 – May 2022 |
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 |
|---|---|---|---|---|
| WFXPX (INVESTED FIXED INCOME PORTFOLIO) |
3.22%
Jul 2018 – Jul 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart