Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SASBX (WELLS FARGO INDEX ASSET ALLOCATION FUND CLASS B) | NA | 11.01% | 7.46% | 9.81% | 5.18% | 5.46% | 6.19% | … | … |
Data as of 01/24/2017, Common starting date is 03/30/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SASBX (WELLS FARGO INDEX ASSET ALLOCATION FUND CLASS B) | 03/30/1995 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.01 | 7.46 | 9.81 | 5.18 | 5.46 | 6.19 | … | … | 0.00 | 5.74 | 0.22 | 16.51 | 18.98 | 11.93 | 5.66 | 12.52 | 14.37 | -29.66 | 6.45 | 11.28 | 4.03 | 8.46 | 21.18 | -13.63 | -7.92 | 0.35 | 8.60 | 24.73 | 21.29 | 11.30 | 18.75 |
| Sharpe Ratio | NA | 1.34 | 0.92 | 1.14 | 0.30 | NA | NA | … | … | 0.00 | 0.69 | 0.02 | 2.34 | 2.10 | 1.27 | 0.35 | 0.91 | 0.65 | -0.93 | 0.30 | 0.93 | 0.21 | 0.81 | 1.49 | -0.76 | -0.69 | -0.26 | 0.40 | 1.54 | -3.06 | 0.81 | 3.93 |
| Standard Deviation(%) | NA | 7.15 | 8.05 | 8.55 | 15.88 | NA | NA | … | … | NA | 7.98 | 9.16 | 7.06 | 9.00 | 9.45 | 16.28 | 13.67 | 21.82 | 32.81 | 11.48 | 8.65 | 8.83 | 9.27 | 13.73 | 19.29 | 15.10 | 14.32 | 13.55 | 13.91 | 11.04 | 9.52 | 5.56 |
| Draw Down(%) | NA | 3.80 | 8.41 | 8.41 | 48.00 | NA | NA | … | … | 0.00 | 6.14 | 7.49 | 3.84 | 6.21 | 5.85 | 13.54 | 11.27 | 25.11 | 41.33 | 6.35 | 5.97 | 6.05 | 7.35 | 11.49 | 23.00 | 20.74 | 10.10 | 9.08 | 12.60 | 7.41 | 5.10 | 1.67 |
| Yield(%) | 0.00 | 0.12 | 2.64 | 2.26 | 2.03 | 2.48 | 4.63 | … | … | 0.00 | 0.12 | 5.33 | 1.63 | 0.56 | 0.61 | 0.74 | 1.06 | 0.78 | 1.22 | 6.62 | 3.33 | 2.26 | 3.64 | 2.74 | 0.99 | 6.56 | 8.93 | 15.73 | 11.18 | 10.94 | 10.64 | 2.10 |
Data as of 01/24/2017, Common starting date is 03/30/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SASBX (WELLS FARGO INDEX ASSET ALLOCATION FUND CLASS B) |
-12.63%
Feb 2006 – Feb 2009 |
-5.67%
Feb 2004 – Feb 2009 |
-2.07%
Feb 1999 – Feb 2009 |
3.67%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SASBX (WELLS FARGO INDEX ASSET ALLOCATION FUND CLASS B) |
21.01%
Feb 2009 – Feb 2012 |
17.89%
Feb 2009 – Feb 2014 |
8.07%
Apr 1995 – Apr 2005 |
5.90%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart