Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLVKX (Wells Fargo Low Volatility US Equity Fun) | NA | 35.21% | 18.77% | 13.89% | 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 |
|---|---|---|
| WLVKX (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 | 35.21 | 18.77 | 13.89 | NA | NA | NA | … | … | 26.71 | -32.96 | 4.66 | 21.14 | -12.38 | 11.42 | 4.70 |
| Sharpe Ratio | NA | 1.37 | 0.80 | 0.69 | NA | NA | NA | … | … | 2.36 | -0.63 | 0.15 | 2.05 | -1.02 | 1.86 | 3.66 |
| Standard Deviation(%) | NA | 25.52 | 23.07 | 18.94 | NA | NA | NA | … | … | 41.60 | 52.36 | 29.16 | 9.73 | 13.46 | 5.82 | 8.59 |
| Draw Down(%) | NA | 5.89 | 34.40 | 34.40 | NA | NA | NA | … | … | 5.66 | 41.62 | 34.40 | 3.79 | 19.49 | 2.92 | 1.73 |
| Yield(%) | 0.00 | 55.52 | 23.43 | 16.53 | 9.09 | 6.06 | 4.54 | … | … | 21.02 | 46.47 | 0.02 | 4.71 | 6.73 | 2.63 | 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 |
|---|---|---|---|---|
| WLVKX (Wells Fargo Low Volatility US Equity Fun) |
0.21%
Mar 2017 – Mar 2020 |
7.95%
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 |
|---|---|---|---|---|
| WLVKX (Wells Fargo Low Volatility US Equity Fun) |
18.46%
Apr 2019 – Apr 2022 |
13.92%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart