Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFC-PZ (Wells Fargo & Company) | -2.07% | 5.53% | 4.84% | -1.06% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFC-PZ (Wells Fargo & Company) | 01/17/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 5.53 | 4.84 | -1.06 | NA | NA | NA | … | … | -2.07 | 1.49 | 8.38 | 15.67 | -24.97 | 2.55 | 10.06 |
| Sharpe Ratio | NA | 0.32 | 0.14 | -0.25 | NA | NA | NA | … | … | -0.85 | -0.12 | 0.39 | 0.71 | -1.43 | 0.32 | 0.28 |
| Standard Deviation(%) | NA | 9.01 | 11.73 | 13.89 | NA | NA | NA | … | … | 8.58 | 11.24 | 12.16 | 17.12 | 18.51 | 7.78 | 37.54 |
| Draw Down(%) | NA | 7.06 | 13.62 | 29.95 | NA | NA | NA | … | … | 7.06 | 9.85 | 9.13 | 14.90 | 28.95 | 5.69 | 35.68 |
| Yield(%) | 1.59 | 6.37 | 6.18 | 4.55 | 3.03 | 2.02 | 1.51 | … | … | 3.03 | 5.77 | 5.98 | 6.41 | 4.62 | 4.56 | 4.19 |
Data as of 06/05/2026, Common starting date is 01/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFC-PZ (Wells Fargo & Company) |
-5.74%
Oct 2020 – Oct 2023 |
-0.82%
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-PZ (Wells Fargo & Company) |
9.75%
Oct 2022 – Oct 2025 |
4.49%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart