Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFAAX (WELLS FARGO INDEX ASSET ALLOCATION FUND CLASS A) | 5.05% | 15.86% | 13.24% | 5.03% | 7.64% | 8.97% | 7.33% | … | … |
Data as of 06/08/2026, Common starting date is 03/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFAAX (WELLS FARGO INDEX ASSET ALLOCATION FUND CLASS A) | 03/30/1992 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.87 | 15.86 | 13.24 | 5.03 | 7.64 | 8.97 | 7.33 | … | … | 5.05 | 11.39 | 14.61 | 16.64 | -20.32 | 9.61 | 12.87 | 19.95 | -2.82 | 12.25 | 7.49 | 0.97 | 17.39 | 19.90 | 12.75 | 6.43 | 13.19 | 15.20 | -29.12 | 7.25 | 12.04 | 4.80 | 9.28 | 22.17 | -12.90 | -7.26 | 1.07 | 9.32 | 25.67 | 22.02 | 11.66 | 28.84 | -7.00 | 9.34 | 10.56 |
| Sharpe Ratio | NA | 1.63 | 1.03 | 0.21 | 0.53 | NA | NA | … | … | 0.97 | 0.79 | 1.21 | 1.46 | -1.36 | 0.91 | 0.64 | 2.68 | -0.39 | 3.01 | 0.90 | 0.10 | 2.47 | 2.20 | 1.35 | 0.39 | 0.96 | 0.69 | -0.91 | 0.36 | 1.01 | 0.29 | 0.89 | 1.57 | -0.72 | -0.66 | -0.22 | 0.44 | 1.60 | 1.66 | 0.84 | 4.29 | -0.97 | 0.67 | 1.93 |
| Standard Deviation(%) | NA | 8.31 | 9.67 | 11.38 | 11.34 | NA | NA | … | … | 9.35 | 10.83 | 9.07 | 9.00 | 16.08 | 10.48 | 19.76 | 6.90 | 10.94 | 3.86 | 8.08 | 9.17 | 7.03 | 9.03 | 9.49 | 16.31 | 13.61 | 21.82 | 32.90 | 11.49 | 8.60 | 8.79 | 9.30 | 13.68 | 19.39 | 15.06 | 14.32 | 13.55 | 13.89 | 11.02 | 9.50 | 5.79 | 10.35 | 10.61 | 6.09 |
| Draw Down(%) | NA | 5.69 | 11.69 | 24.65 | 24.65 | NA | NA | … | … | 5.69 | 10.79 | 5.07 | 8.48 | 21.13 | 7.14 | 20.11 | 2.87 | 12.38 | 1.35 | 6.05 | 7.30 | 3.71 | 6.15 | 5.73 | 13.41 | 11.30 | 24.97 | 40.92 | 6.29 | 5.90 | 5.93 | 7.07 | 11.35 | 22.63 | 20.37 | 9.90 | 8.92 | 12.45 | 7.37 | 5.04 | 1.67 | 9.60 | 6.67 | 3.30 |
| Yield(%) | 0.00 | 12.38 | 11.15 | 6.03 | 5.58 | 6.87 | 5.80 | … | … | 0.22 | 12.51 | 13.06 | 8.07 | 0.57 | 0.37 | 0.91 | 2.73 | 3.62 | 1.41 | 1.77 | 6.01 | 2.59 | 1.53 | 1.56 | 1.60 | 1.69 | 1.82 | 1.98 | 7.47 | 4.14 | 3.08 | 4.45 | 3.60 | 1.75 | 7.28 | 9.70 | 16.40 | 12.00 | 11.94 | 11.36 | 4.42 | 4.10 | 4.29 | 5.14 |
Data as of 06/08/2026, Common starting date is 03/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFAAX (WELLS FARGO INDEX ASSET ALLOCATION FUND CLASS A) |
-12.01%
Feb 2006 – Feb 2009 |
-4.98%
Feb 2004 – Feb 2009 |
-1.35%
Feb 1999 – Feb 2009 |
3.96%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFAAX (WELLS FARGO INDEX ASSET ALLOCATION FUND CLASS A) |
21.87%
Feb 2009 – Feb 2012 |
19.25%
Dec 1994 – Dec 1999 |
13.08%
Feb 2009 – Feb 2019 |
10.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart