Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLVLX (Wells Fargo Low Volatility US Equity Fun) | NA | 35.54% | 19.39% | 14.61% | 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 |
|---|---|---|
| WLVLX (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 | 35.54 | 19.39 | 14.61 | NA | NA | NA | … | … | 26.37 | -32.47 | 5.36 | 21.30 | -12.28 | 12.26 | 4.70 |
| Sharpe Ratio | NA | 1.40 | 0.82 | 0.73 | NA | NA | NA | … | … | 2.35 | -0.63 | 0.17 | 2.03 | -1.01 | 2.04 | 3.66 |
| Standard Deviation(%) | NA | 25.30 | 23.03 | 18.90 | NA | NA | NA | … | … | 41.17 | 51.60 | 29.21 | 9.93 | 13.53 | 5.72 | 8.59 |
| Draw Down(%) | NA | 5.83 | 34.37 | 34.37 | NA | NA | NA | … | … | 5.59 | 41.53 | 34.37 | 4.31 | 19.65 | 2.82 | 1.73 |
| Yield(%) | 0.00 | 55.68 | 23.94 | 17.16 | 9.46 | 6.31 | 4.73 | … | … | 20.78 | 46.85 | 0.58 | 5.46 | 7.31 | 3.38 | 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 |
|---|---|---|---|---|
| WLVLX (Wells Fargo Low Volatility US Equity Fun) |
0.98%
Mar 2017 – Mar 2020 |
8.74%
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 |
|---|---|---|---|---|
| WLVLX (Wells Fargo Low Volatility US Equity Fun) |
19.12%
Apr 2019 – Apr 2022 |
14.64%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart