Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHMXX (Wells Fargo Funds Trust – Heritage Money Market Fund) | NA | 5.35% | 3.21% | 2.16% | 1.15% | 0.76% | 0.57% | … | … |
Data as of 08/20/2024, Common starting date is 07/14/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHMXX (Wells Fargo Funds Trust – Heritage Money Market Fund) | 07/14/1995 | 08/20/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.35 | 3.21 | 2.16 | 1.15 | 0.76 | 0.57 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 5.20 | 3.17 | 2.14 | 1.14 | 0.76 | 0.57 | … | … |
Data as of 08/20/2024, Common starting date is 07/14/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMXX (Wells Fargo Funds Trust – Heritage Money Market Fund) |
0.00%
Aug 1995 – Aug 1998 |
0.00%
Aug 1995 – Aug 2000 |
0.00%
Aug 1995 – Aug 2005 |
0.00%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMXX (Wells Fargo Funds Trust – Heritage Money Market Fund) |
3.22%
Jul 2021 – Jul 2024 |
2.17%
Jul 2019 – Jul 2024 |
1.15%
Jul 2014 – Jul 2024 |
0.77%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison Chart