Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFC-PA (Wells Fargo & Company Depositar) | -2.95% | 5.43% | 5.40% | -1.35% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/22/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFC-PA (Wells Fargo & Company Depositar) | 10/22/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 5.43 | 5.40 | -1.35 | NA | NA | NA | … | … | -2.95 | 2.86 | 5.53 | 15.86 | -24.54 | 2.37 | 5.85 |
| Sharpe Ratio | NA | 0.36 | 0.17 | -0.27 | NA | NA | NA | … | … | -0.96 | 0.00 | 0.16 | 0.77 | -1.35 | 0.30 | 3.72 |
| Standard Deviation(%) | NA | 8.93 | 11.60 | 13.83 | NA | NA | NA | … | … | 8.31 | 11.37 | 11.85 | 16.04 | 19.37 | 7.87 | 9.32 |
| Draw Down(%) | NA | 6.65 | 14.90 | 30.71 | NA | NA | NA | … | … | 6.41 | 10.79 | 9.79 | 16.13 | 29.30 | 6.19 | 3.06 |
| Yield(%) | 0.00 | 6.40 | 6.32 | 4.52 | 2.64 | 1.76 | 1.32 | … | … | 3.02 | 5.79 | 5.91 | 6.33 | 4.56 | 4.51 | 0.61 |
Data as of 06/10/2026, Common starting date is 10/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PA (Wells Fargo & Company Depositar) |
-3.63%
Dec 2020 – Dec 2023 |
-0.95%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PA (Wells Fargo & Company Depositar) |
9.57%
Oct 2022 – Oct 2025 |
1.16%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart