Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLVJX (Wells Fargo Low Volatility US Equity Fun) | NA | 36.04% | 19.90% | 15.09% | NA | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 11/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLVJX (Wells Fargo Low Volatility US Equity Fun) | 11/01/2016 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 36.04 | 19.90 | 15.09 | NA | NA | NA | … | … | 26.54 | -32.28 | 5.72 | 21.42 | -12.29 | 12.67 | 4.70 |
| Sharpe Ratio | NA | 1.43 | 0.85 | 0.76 | NA | NA | NA | … | … | 2.38 | -0.63 | 0.19 | 2.02 | -1.00 | 2.14 | 3.60 |
| Standard Deviation(%) | NA | 25.20 | 22.98 | 18.86 | NA | NA | NA | … | … | 41.00 | 51.44 | 29.18 | 9.99 | 13.64 | 5.66 | 8.73 |
| Draw Down(%) | NA | 5.75 | 34.32 | 34.32 | NA | NA | NA | … | … | 5.47 | 41.58 | 34.32 | 4.69 | 19.93 | 2.82 | 1.73 |
| Yield(%) | 0.00 | 55.93 | 24.36 | 17.59 | 9.71 | 6.47 | 4.85 | … | … | 20.82 | 47.15 | 1.01 | 5.98 | 7.77 | 3.89 | 0.00 |
Data as of 05/06/2022, Common starting date is 11/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLVJX (Wells Fargo Low Volatility US Equity Fun) |
1.39%
Mar 2017 – Mar 2020 |
9.21%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLVJX (Wells Fargo Low Volatility US Equity Fun) |
19.59%
Apr 2019 – Apr 2022 |
15.11%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart