Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFC-PQ (Wells Fargo & Company) | NA | 17.45% | 8.79% | 7.91% | 7.85% | NA | NA | … | … |
Data as of 09/14/2023, Common starting date is 07/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFC-PQ (Wells Fargo & Company) | 07/17/2013 | 09/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 17.45 | 8.79 | 7.91 | 7.85 | NA | NA | … | … | 18.81 | -2.93 | 6.98 | -1.97 | 11.48 | -9.00 | 6.97 | -3.37 | 1.83 | 8.82 | -6.43 |
| Sharpe Ratio | NA | 1.17 | 0.69 | 0.39 | 0.54 | NA | NA | … | … | 2.03 | -0.35 | 0.96 | -0.07 | 1.52 | -1.52 | 0.84 | -0.39 | 0.32 | 1.55 | -1.46 |
| Standard Deviation(%) | NA | 11.58 | 10.58 | 17.12 | 13.04 | NA | NA | … | … | 11.62 | 12.31 | 7.25 | 33.47 | 6.63 | 6.80 | 7.56 | 9.21 | 5.61 | 5.67 | 9.24 |
| Draw Down(%) | NA | 6.99 | 11.36 | 32.24 | 32.24 | NA | NA | … | … | 6.87 | 11.36 | 4.51 | 33.19 | 3.25 | 11.70 | 4.97 | 14.16 | 6.24 | 4.64 | 8.43 |
| Yield(%) | 0.00 | 6.16 | 5.67 | 5.75 | 6.31 | 3.98 | 2.98 | … | … | 4.77 | 5.55 | 5.57 | 5.36 | 5.99 | 5.53 | 5.81 | 5.67 | 5.76 | 6.28 | 2.34 |
Data as of 09/14/2023, Common starting date is 07/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PQ (Wells Fargo & Company) |
1.97%
Jun 2017 – Jun 2020 |
3.03%
Sep 2017 – Sep 2022 |
7.51%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PQ (Wells Fargo & Company) |
11.18%
Aug 2013 – Aug 2016 |
7.86%
Aug 2018 – Aug 2023 |
7.51%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart