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 |
---|---|---|---|---|---|---|---|---|
WFETX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND INVESTOR CLASS) | NA | 0.92% | 7.34% | 6.68% | NA | NA | NA | 4.25% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
WFETX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 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 (%) | 0.30 | 0.92 | 7.34 | 6.68 | NA | NA | NA | 4.25 | -0.72 | 1.27 | 10.30 | 8.18 | -4.49 | 12.87 | 25.56 | -33.92 | 0.32 |
Sharpe Ratio | NA | -0.26 | 0.45 | 0.33 | NA | NA | NA | 0.02 | -0.11 | 0.18 | 1.17 | 0.86 | -0.27 | 0.94 | 1.17 | -1.14 | -0.19 |
Standard Deviation(%) | NA | 8.09 | 8.06 | 10.78 | NA | NA | NA | 16.36 | 8.14 | 6.92 | 8.75 | 9.52 | 16.98 | 13.58 | 21.70 | 30.50 | 13.86 |
Draw Down(%) | NA | 9.66 | 9.81 | 16.58 | NA | NA | NA | 51.34 | 9.66 | 5.97 | 5.95 | 8.16 | 16.58 | 11.16 | 21.68 | 43.30 | 9.91 |
Yield(%) | 0.00 | 3.05 | 3.86 | 3.35 | 2.48 | 1.65 | 1.24 | 3.09 | 0.73 | 3.21 | 4.83 | 3.52 | 2.68 | 1.55 | 1.71 | 2.61 | 5.01 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
WFETX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND INVESTOR CLASS) |
-5.57%
Jun 2007 - Jun 2010 |
-0.10%
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 |
---|---|---|---|---|
WFETX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND INVESTOR CLASS) |
21.75%
Feb 2009 - Feb 2012 |
17.07%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart