Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO and COMPANY 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 5.44% | 4.97% | 8.62% | 6.06% | 6.27% | 5.92% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WELLS FARGO and COMPANY 401K PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | 5.44 | 4.97 | 8.62 | 6.06 | 6.27 | 5.92 | … | … | 5.18 | 9.86 | 16.11 | -14.66 | 3.66 | 18.75 | 16.75 | -3.97 | 14.48 | 6.06 | -0.11 | 3.66 | 12.91 | 11.58 | -3.63 | 10.91 | 22.39 | -26.02 | 9.58 | 13.85 | 9.58 | 10.37 | 23.62 | -8.52 | 5.35 |
| Sharpe Ratio | NA | 0.52 | 0.51 | 0.45 | 0.44 | NA | NA | … | … | 0.28 | 0.71 | 1.39 | -1.10 | 0.38 | 0.92 | 1.94 | -0.50 | 2.45 | 0.62 | -0.01 | 0.50 | 1.75 | 1.26 | -0.24 | 0.84 | 1.17 | -1.02 | 0.56 | 1.17 | 1.01 | 1.11 | 2.08 | -0.66 | 0.21 |
| Standard Deviation(%) | NA | 11.53 | 11.10 | 11.19 | 11.45 | NA | NA | … | … | 14.06 | 8.72 | 8.94 | 14.60 | 9.54 | 20.04 | 7.89 | 10.62 | 5.63 | 9.43 | 9.79 | 7.26 | 7.36 | 9.12 | 15.49 | 12.95 | 18.99 | 26.48 | 11.58 | 8.93 | 7.25 | 8.45 | 11.02 | 14.73 | 13.63 |
| Draw Down(%) | NA | 10.46 | 12.23 | 23.01 | 23.01 | NA | NA | … | … | 10.46 | 6.00 | 7.88 | 21.53 | 5.79 | 21.06 | 4.64 | 11.43 | 3.03 | 7.26 | 8.87 | 5.83 | 5.41 | 7.99 | 14.02 | 9.79 | 17.53 | 36.39 | 6.95 | 9.80 | 4.65 | 6.33 | 8.87 | 21.38 | 15.31 |
| Yield(%) | NA | 2.37 | 2.05 | 2.01 | 1.89 | NA | NA | … | … | NA | 0.33 | 2.59 | 1.87 | 2.02 | 1.63 | 1.53 | 1.74 | 0.78 | 2.41 | 1.92 | 2.26 | 2.15 | 1.76 | 1.84 | 1.79 | 1.95 | 1.56 | 2.53 | 2.20 | 2.13 | 1.89 | 1.72 | 1.78 | 2.05 |
Data as of 03/31/2025, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WELLS FARGO and COMPANY 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.83%
Feb 2006 – Feb 2009 |
-0.94%
Feb 2004 – Feb 2009 |
3.80%
Oct 2007 – Oct 2017 |
3.42%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WELLS FARGO and COMPANY 401K PLAN Strategic Asset Allocation – Optimal Moderate |
17.70%
Mar 2003 – Mar 2006 |
14.66%
Oct 2002 – Oct 2007 |
9.17%
Feb 2009 – Feb 2019 |
8.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart