Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDJCX (Wells Dow Jones US REIT Index C) | NA | 40.09% | -25.64% | -6.82% | NA | NA | NA | … | … |
Data as of 02/02/2010, Common starting date is 07/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDJCX (Wells Dow Jones US REIT Index C) | 07/05/2001 | 02/02/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 40.09 | -25.64 | -6.82 | NA | NA | NA | … | … | 0.00 | 16.90 | -38.74 | -37.28 | 33.21 | 9.36 | 29.01 | 34.40 | 2.25 | 1.82 |
| Sharpe Ratio | NA | 0.64 | -0.43 | -0.18 | NA | NA | NA | … | … | 0.00 | 0.25 | -0.52 | -1.13 | 2.04 | 0.44 | 1.57 | 2.86 | 0.07 | 0.17 |
| Standard Deviation(%) | NA | 62.75 | 62.46 | 49.36 | NA | NA | NA | … | … | NA | 67.86 | 76.27 | 35.88 | 14.66 | 16.20 | 17.88 | 11.76 | 14.96 | 12.01 |
| Draw Down(%) | NA | 34.02 | 80.80 | 80.80 | NA | NA | NA | … | … | 0.00 | 43.49 | 65.19 | 45.06 | 10.52 | 12.02 | 18.37 | 7.37 | 18.90 | 11.94 |
| Yield(%) | 0.00 | 3.44 | 2.51 | 7.56 | 8.06 | 5.37 | 4.03 | … | … | 0.00 | 2.96 | 9.12 | 1.71 | 13.96 | 11.93 | 12.51 | 8.50 | 6.64 | 2.88 |
Data as of 02/02/2010, Common starting date is 07/05/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDJCX (Wells Dow Jones US REIT Index C) |
-33.37%
Mar 2006 – Mar 2009 |
-15.60%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDJCX (Wells Dow Jones US REIT Index C) |
29.36%
Mar 2003 – Mar 2006 |
22.85%
Jan 2002 – Jan 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart