Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFCPX (Wells Fargo & Co Non-Cum Perp Pfd Shs -A- Series -X-) | -1.75% | -0.41% | -0.02% | -7.96% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFCPX (Wells Fargo & Co Non-Cum Perp Pfd Shs -A- Series -X-) | 06/10/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | -0.41 | -0.02 | -7.96 | NA | NA | NA | … | … | -1.75 | 2.03 | -1.59 | 3.78 | -17.35 | -24.43 | 0.54 | 13.23 | -9.75 | 11.48 | -8.91 |
| Sharpe Ratio | NA | -0.90 | -0.69 | -0.88 | NA | NA | NA | … | … | -1.79 | -0.23 | -1.85 | -0.07 | -2.78 | -1.01 | 0.01 | 1.79 | -1.65 | 1.71 | -1.28 |
| Standard Deviation(%) | NA | 3.42 | 4.74 | 11.88 | NA | NA | NA | … | … | 3.67 | 3.72 | 4.44 | 6.92 | 6.75 | 24.17 | 25.71 | 6.62 | 6.72 | 6.37 | 12.17 |
| Draw Down(%) | NA | 3.52 | 6.86 | 38.09 | NA | NA | NA | … | … | 3.46 | 2.86 | 4.24 | 8.43 | 19.52 | 24.70 | 25.56 | 3.97 | 12.06 | 4.11 | 17.22 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/10/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFCPX (Wells Fargo & Co Non-Cum Perp Pfd Shs -A- Series -X-) |
-14.81%
Oct 2019 – Oct 2022 |
-8.76%
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 |
|---|---|---|---|---|
| WFCPX (Wells Fargo & Co Non-Cum Perp Pfd Shs -A- Series -X-) |
4.44%
Dec 2016 – Dec 2019 |
-2.85%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart