Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLVDX (Wells Fargo Low Volatility US Equity Fun) | NA | 35.82% | 19.53% | 14.73% | NA | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 11/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLVDX (Wells Fargo Low Volatility US Equity Fun) | 11/01/2016 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 35.82 | 19.53 | 14.73 | NA | NA | NA | … | … | 26.56 | -32.44 | 5.40 | 21.32 | -12.29 | 12.30 | 4.70 |
| Sharpe Ratio | NA | 1.40 | 0.83 | 0.74 | NA | NA | NA | … | … | 2.36 | -0.63 | 0.18 | 2.01 | -1.01 | 2.08 | 3.65 |
| Standard Deviation(%) | NA | 25.42 | 23.10 | 18.95 | NA | NA | NA | … | … | 41.39 | 51.64 | 29.27 | 9.98 | 13.54 | 5.64 | 8.60 |
| Draw Down(%) | NA | 5.84 | 34.35 | 34.35 | NA | NA | NA | … | … | 5.59 | 41.56 | 34.35 | 4.47 | 19.73 | 2.82 | 1.73 |
| Yield(%) | 0.00 | 55.84 | 24.05 | 17.26 | 9.52 | 6.35 | 4.76 | … | … | 20.95 | 46.96 | 0.61 | 5.57 | 7.42 | 3.51 | 0.00 |
Data as of 05/06/2022, Common starting date is 11/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLVDX (Wells Fargo Low Volatility US Equity Fun) |
1.05%
Mar 2017 – Mar 2020 |
8.82%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLVDX (Wells Fargo Low Volatility US Equity Fun) |
19.25%
Apr 2019 – Apr 2022 |
14.75%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart