Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/29/2015.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
WFDTX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND INVESTOR CLASS) | NA | 0.04% | 4.26% | 4.58% | NA | NA | NA | 3.77% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
WFDTX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND INVESTOR CLASS) | 02/05/2007 | 10/29/2015 |
The return data shown below all have the same latest date: 10/29/2015.
AR inception is since 02/05/2007.
AR inception is since 02/05/2007.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 0.04 | 4.26 | 4.58 | NA | NA | NA | 3.77 | -0.35 | 3.92 | 7.93 | 8.45 | 1.21 | 11.41 | 19.18 | -22.09 | 5.93 |
Sharpe Ratio | NA | 0.01 | 0.92 | 0.71 | NA | NA | NA | 0.29 | -0.09 | 1.02 | 1.50 | 1.44 | 0.12 | 1.34 | 1.35 | -1.12 | 0.42 |
Standard Deviation(%) | NA | 4.47 | 4.65 | 6.38 | NA | NA | NA | 10.46 | 4.66 | 3.83 | 5.28 | 5.88 | 10.02 | 8.42 | 14.18 | 20.44 | 8.66 |
Draw Down(%) | NA | 5.78 | 5.78 | 8.77 | NA | NA | NA | 35.14 | 5.78 | 3.36 | 4.41 | 4.75 | 8.77 | 6.60 | 15.44 | 32.37 | 5.77 |
Yield(%) | 0.00 | 2.19 | 3.00 | 2.67 | 2.39 | 1.59 | 1.19 | 2.99 | 0.25 | 2.87 | 3.85 | 3.13 | 1.98 | 1.95 | 2.33 | 3.21 | 5.09 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WFDTX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND INVESTOR CLASS) |
-2.14%
Jun 2007 - Jun 2010 |
1.56%
May 2007 - May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WFDTX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND INVESTOR CLASS) |
16.43%
Feb 2009 - Feb 2012 |
12.40%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart