Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WIPIX (Wells Fargo Advantage Fd Incme Plus Insti Clas) | 0.45% | 4.83% | 1.69% | -0.01% | 2.16% | 3.13% | NA | 3.95% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIPIX (Wells Fargo Advantage Fd Incme Plus Insti Clas) | 07/23/2008 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 07/23/2008.
AR inception is since 07/23/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 4.83 | 1.69 | -0.01 | 2.16 | 3.13 | NA | 3.95 | 0.45 | 2.35 | 6.79 | -13.68 | -0.62 | 8.55 | 9.45 | -0.19 | 5.67 | 5.96 | 0.45 | 6.73 | -1.30 | 5.98 | 8.15 | 7.93 | 12.32 | 1.15 |
| Sharpe Ratio | NA | -0.31 | -0.42 | -0.47 | 0.10 | NA | NA | 0.63 | -0.31 | -0.82 | 0.36 | -2.13 | -0.21 | 1.35 | 2.68 | -0.61 | 1.96 | 2.02 | 0.12 | 2.74 | -0.40 | 2.52 | 2.20 | 2.21 | 2.91 | 0.31 |
| Standard Deviation(%) | NA | 4.96 | 6.43 | 5.65 | 4.71 | NA | NA | 4.31 | 5.18 | 5.20 | 7.10 | 7.08 | 3.05 | 6.14 | 3.01 | 2.46 | 2.58 | 2.85 | 3.46 | 2.45 | 3.29 | 2.37 | 3.70 | 3.55 | 4.20 | 6.64 |
| Draw Down(%) | NA | 4.43 | 9.52 | 19.79 | 19.79 | NA | NA | 19.79 | 2.82 | 3.65 | 7.04 | 17.51 | 2.73 | 9.10 | 1.90 | 2.48 | 1.36 | 3.40 | 2.69 | 1.06 | 5.26 | 1.14 | 1.62 | 3.29 | 2.21 | 6.77 |
| Yield(%) | 0.00 | 3.44 | 3.60 | 2.90 | 3.12 | 3.50 | 3.21 | 4.02 | 0.00 | 4.77 | 4.33 | 2.68 | 1.88 | 2.79 | 4.18 | 2.94 | 3.00 | 3.18 | 2.59 | 2.42 | 2.24 | 5.67 | 3.81 | 4.93 | 5.07 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIPIX (Wells Fargo Advantage Fd Incme Plus Insti Clas) |
-5.55%
Oct 2020 - Oct 2023 |
-0.22%
Oct 2017 - Oct 2022 |
1.56%
Oct 2012 - Oct 2022 |
3.17%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIPIX (Wells Fargo Advantage Fd Incme Plus Insti Clas) |
10.92%
Oct 2008 - Oct 2011 |
7.75%
Oct 2008 - Oct 2013 |
5.41%
Oct 2008 - Oct 2018 |
3.98%
Jan 2009 - Jan 2024 |
Annualized Rolling Returns Comparison Chart