Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFC-PY (Wells Fargo & Company) | -1.72% | 9.95% | 6.11% | 3.49% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFC-PY (Wells Fargo & Company) | 04/20/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 9.95 | 6.11 | 3.49 | NA | NA | NA | … | … | -1.72 | 5.17 | 8.51 | 16.66 | -9.94 | 1.24 | 5.66 | 19.85 | -4.19 | 7.09 |
| Sharpe Ratio | NA | 1.05 | 0.30 | 0.08 | NA | NA | NA | … | … | -0.95 | 0.27 | 0.53 | 0.91 | -0.76 | 0.23 | 0.19 | 2.69 | -0.94 | 1.72 |
| Standard Deviation(%) | NA | 6.96 | 9.36 | 11.15 | NA | NA | NA | … | … | 6.83 | 8.50 | 9.26 | 14.39 | 15.11 | 5.22 | 27.73 | 6.84 | 5.97 | 5.56 |
| Draw Down(%) | NA | 6.36 | 9.98 | 16.09 | NA | NA | NA | … | … | 6.36 | 9.06 | 6.32 | 10.77 | 16.09 | 3.59 | 27.12 | 2.86 | 8.13 | 3.34 |
| Yield(%) | 1.50 | 6.29 | 6.07 | 5.38 | 5.12 | 3.41 | 2.56 | … | … | 2.89 | 5.70 | 5.92 | 6.41 | 5.48 | 5.31 | 5.23 | 5.86 | 5.45 | 3.59 |
Data as of 06/05/2026, Common starting date is 04/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PY (Wells Fargo & Company) |
-1.60%
Oct 2019 – Oct 2022 |
1.68%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PY (Wells Fargo & Company) |
11.41%
Oct 2022 – Oct 2025 |
6.14%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart