Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFJXX (Wells Fargo Funds Trust – Heritage Money Market Fund) | NA | 5.56% | 3.37% | 2.31% | 1.23% | 0.82% | NA | … | … |
Data as of 08/20/2024, Common starting date is 06/29/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFJXX (Wells Fargo Funds Trust – Heritage Money Market Fund) | 06/29/2007 | 08/20/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.56 | 3.37 | 2.31 | 1.23 | 0.82 | NA | … | … |
| 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(%) | 5.39 | 3.33 | 2.30 | 1.23 | 0.82 | 0.61 | … | … |
Data as of 08/20/2024, Common starting date is 06/29/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFJXX (Wells Fargo Funds Trust – Heritage Money Market Fund) |
0.00%
Jul 2007 – Jul 2010 |
0.00%
Jul 2007 – Jul 2012 |
0.00%
Jul 2007 – Jul 2017 |
0.17%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFJXX (Wells Fargo Funds Trust – Heritage Money Market Fund) |
3.39%
Jul 2021 – Jul 2024 |
2.32%
Jul 2019 – Jul 2024 |
1.24%
Jul 2014 – Jul 2024 |
0.82%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison Chart