Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 09/22/2022.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFOBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND INSTITUTIONAL CLASS) | NA | -5.06% | 4.17% | 3.96% | 4.36% | 3.88% | NA | 4.91% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFOBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND INSTITUTIONAL CLASS) | 07/02/2004 | 09/22/2022 |
The return data shown below all have the same latest date: 09/22/2022.
AR inception is since 07/02/2004.
AR inception is since 07/02/2004.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.06 | 4.17 | 3.96 | 4.36 | 3.88 | NA | 4.91 | -6.50 | -3.20 | 8.69 | 15.68 | -3.39 | 5.95 | 4.90 | -1.37 | 4.47 | 8.45 | 8.94 | 1.63 | 11.81 | 19.65 | -21.92 | 7.55 | 11.24 | 4.88 | 7.24 |
| Sharpe Ratio | NA | -0.59 | 0.37 | 0.21 | 0.35 | NA | NA | 0.36 | -0.89 | -0.30 | 0.60 | 3.35 | -0.82 | 0.19 | 1.00 | -0.30 | 1.16 | 1.61 | 1.54 | 0.16 | 1.40 | 1.37 | -1.11 | 0.54 | 1.15 | 0.42 | 2.07 |
| Standard Deviation(%) | NA | 9.73 | 10.21 | 15.21 | 11.20 | NA | NA | 11.14 | 11.01 | 10.79 | 13.96 | 4.26 | 5.76 | 28.37 | 4.67 | 4.60 | 3.83 | 5.22 | 5.82 | 10.02 | 8.40 | 14.26 | 20.52 | 8.41 | 6.91 | 6.40 | 6.66 |
| Draw Down(%) | NA | 15.12 | 18.57 | 25.30 | 25.30 | NA | NA | 34.92 | 14.81 | 11.65 | 18.57 | 1.66 | 7.63 | 19.51 | 4.01 | 5.57 | 3.28 | 4.39 | 4.66 | 8.71 | 6.58 | 15.41 | 32.28 | 5.76 | 6.05 | 4.14 | 3.74 |
| Yield(%) | 0.00 | 14.03 | 8.58 | 9.84 | 6.98 | 5.54 | 5.59 | 6.21 | 3.97 | 11.13 | 6.93 | 4.28 | 10.07 | 21.53 | 3.07 | 3.57 | 3.42 | 4.36 | 3.54 | 2.39 | 2.35 | 2.60 | 3.44 | 5.35 | 9.94 | 1.90 | 0.93 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFOBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND INSTITUTIONAL CLASS) |
-6.55%
Feb 2006 - Feb 2009 |
1.71%
Mar 2015 - Mar 2020 |
3.59%
Oct 2007 - Oct 2017 |
3.45%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFOBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND INSTITUTIONAL CLASS) |
16.86%
Feb 2009 - Feb 2012 |
12.88%
Feb 2009 - Feb 2014 |
7.70%
Feb 2009 - Feb 2019 |
5.24%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart