Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WEAYX (Wells Fargo Spectrum Aggressive Growth Fund Institutional Class) | -0.85% | 2.55% | 5.10% | 4.55% | NA | NA | NA | 4.28% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEAYX (Wells Fargo Spectrum Aggressive Growth Fund Institutional Class) | 08/01/2018 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 08/01/2018.
AR inception is since 08/01/2018.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.17 | 2.55 | 5.10 | 4.55 | NA | NA | NA | 4.28 | -0.85 | 8.09 | 19.66 | -21.80 | 5.39 | 10.68 | 24.83 | -11.92 |
| Sharpe Ratio | NA | -0.21 | 0.05 | 0.13 | NA | NA | NA | 0.09 | -0.25 | 0.10 | 1.25 | -1.20 | 0.28 | 0.43 | 2.16 | -1.84 |
| Standard Deviation(%) | NA | 18.19 | 16.46 | 17.94 | NA | NA | NA | 17.60 | 22.85 | 14.43 | 12.44 | 19.44 | 19.37 | 24.30 | 10.83 | 15.20 |
| Draw Down(%) | NA | 20.35 | 20.35 | 35.47 | NA | NA | NA | 35.47 | 14.47 | 11.37 | 10.85 | 25.88 | 16.93 | 24.46 | 5.99 | 17.71 |
| Yield(%) | 0.00 | 0.00 | 0.61 | 0.97 | 2.16 | 1.44 | 1.08 | 3.60 | 0.00 | 0.00 | 0.00 | 1.56 | 1.15 | 1.48 | 1.92 | 16.22 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEAYX (Wells Fargo Spectrum Aggressive Growth Fund Institutional Class) |
-4.15%
Nov 2020 - Nov 2023 |
1.34%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEAYX (Wells Fargo Spectrum Aggressive Growth Fund Institutional Class) |
15.46%
Oct 2018 - Oct 2021 |
6.84%
Sep 2019 - Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart