When evaluating the performance of your portfolio, there are three sets of statistics that are important to consider: return, risk and how closely your portfolio tracks to your investment plan.

Download the report (PDF)

It’s also important to assess the level of risk you are taking relative to your goals and how well your portfolio is tracking against your investment plan. When it comes to understanding your portfolio’s performance, it helps to consider:

  1. What the right comparison benchmark is for your investment portfolio.
  2. Whether you are taking risk that is inappropriate for your circumstances.
  3. How closely your actual investments track to your recommended asset allocation.

To learn more, download Wells Fargo Investment Institute’s report, “Ask The Institute: How Can Statistics Help Explain Portfolio Performance?”