Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFC-PL (Wells Fargo & Company) | -1.58% | 6.80% | 6.86% | 1.54% | 5.21% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFC-PL (Wells Fargo & Company) | 06/19/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.43 | 6.80 | 6.86 | 1.54 | 5.21 | NA | NA | … | … | -1.58 | 7.96 | 6.29 | 7.70 | -15.63 | 3.37 | 10.36 | 21.29 | 2.16 | 16.65 | 9.06 | 1.59 | 16.43 | -3.59 | 13.66 |
| Sharpe Ratio | NA | 0.55 | 0.39 | -0.08 | 0.27 | NA | NA | … | … | -0.77 | 0.61 | 0.30 | 0.30 | -1.11 | 0.34 | 0.34 | 2.91 | 0.13 | 2.54 | 0.84 | 0.27 | 2.59 | -0.35 | 3.49 |
| Standard Deviation(%) | NA | 7.49 | 9.33 | 11.26 | 13.45 | NA | NA | … | … | 7.99 | 8.33 | 8.93 | 13.57 | 15.38 | 9.87 | 29.91 | 6.81 | 5.79 | 6.31 | 10.49 | 5.89 | 6.33 | 10.39 | 7.86 |
| Draw Down(%) | NA | 7.90 | 10.46 | 23.59 | 31.15 | NA | NA | … | … | 7.90 | 5.90 | 7.38 | 13.50 | 21.08 | 8.10 | 31.15 | 4.76 | 3.47 | 3.06 | 12.91 | 4.15 | 3.22 | 17.15 | 3.58 |
| Yield(%) | 1.60 | 6.51 | 6.56 | 5.16 | 6.01 | 6.30 | 4.72 | … | … | 3.08 | 6.26 | 6.30 | 6.31 | 5.05 | 4.95 | 5.16 | 5.92 | 5.79 | 6.27 | 6.44 | 6.17 | 6.76 | 6.12 | 3.37 |
Data as of 06/05/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PL (Wells Fargo & Company) |
-3.21%
Oct 2019 – Oct 2022 |
0.58%
Jan 2020 – Jan 2025 |
4.71%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PL (Wells Fargo & Company) |
15.08%
Jan 2017 – Jan 2020 |
11.71%
Dec 2015 – Dec 2020 |
6.97%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart