Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHIXX (Wells Fargo Funds Trust – Heritage Money Market Fund) | NA | 5.44% | 3.31% | 2.25% | 1.20% | 0.80% | 0.60% | … | … |
Data as of 08/20/2024, Common starting date is 04/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHIXX (Wells Fargo Funds Trust – Heritage Money Market Fund) | 04/27/2000 | 08/20/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.44 | 3.31 | 2.25 | 1.20 | 0.80 | 0.60 | … | … |
| 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(%) | 5.33 | 3.27 | 2.22 | 1.19 | 0.79 | 0.59 | … | … |
Data as of 08/20/2024, Common starting date is 04/27/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHIXX (Wells Fargo Funds Trust – Heritage Money Market Fund) |
0.00%
May 2000 – May 2003 |
0.00%
May 2000 – May 2005 |
0.00%
May 2000 – May 2010 |
0.00%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHIXX (Wells Fargo Funds Trust – Heritage Money Market Fund) |
3.32%
Jul 2021 – Jul 2024 |
2.25%
Jul 2019 – Jul 2024 |
1.20%
Jul 2014 – Jul 2024 |
0.80%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison Chart