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 |
|---|---|---|---|---|---|---|---|---|
| WFOOX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND INSTITUTIONAL CLASS) | NA | -6.04% | 5.45% | 4.31% | 5.84% | 4.52% | NA | 5.76% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFOOX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 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 | -6.04 | 5.45 | 4.31 | 5.84 | 4.52 | NA | 5.76 | -8.19 | 11.35 | 9.89 | 18.80 | -5.03 | 7.04 | 7.23 | -1.51 | 5.08 | 15.92 | 12.25 | -1.37 | 15.31 | 28.00 | -31.38 | 7.85 | 13.34 | 5.71 | 8.33 |
| Sharpe Ratio | NA | -0.53 | 0.36 | 0.17 | 0.35 | NA | NA | 0.31 | -0.87 | 1.45 | 0.48 | 2.81 | -0.75 | 0.17 | 0.86 | -0.19 | 0.77 | 2.06 | 1.32 | -0.08 | 1.13 | 1.29 | -1.05 | 0.39 | 1.14 | 0.46 | 2.04 |
| Standard Deviation(%) | NA | 12.50 | 14.22 | 20.49 | 15.37 | NA | NA | 15.94 | 13.91 | 7.83 | 20.03 | 6.19 | 8.51 | 37.49 | 8.21 | 8.03 | 6.58 | 7.70 | 9.30 | 16.75 | 13.49 | 21.71 | 30.59 | 12.60 | 8.85 | 7.68 | 7.92 |
| Draw Down(%) | NA | 17.42 | 24.77 | 35.57 | 35.57 | NA | NA | 47.47 | 16.94 | 3.60 | 24.77 | 3.01 | 11.50 | 25.46 | 6.25 | 8.91 | 5.55 | 5.51 | 8.07 | 15.58 | 10.35 | 21.66 | 42.59 | 8.80 | 7.55 | 5.11 | 4.63 |
| Yield(%) | 0.00 | 16.45 | 9.86 | 11.64 | 8.96 | 6.50 | 6.76 | 7.51 | 3.80 | 14.29 | 7.00 | 4.68 | 13.02 | 29.11 | 4.24 | 3.90 | 3.77 | 5.35 | 3.92 | 3.07 | 2.24 | 2.01 | 2.84 | 5.34 | 10.70 | 3.17 | 0.85 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFOOX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND INSTITUTIONAL CLASS) |
-11.30%
Feb 2006 - Feb 2009 |
0.30%
May 2007 - May 2012 |
4.33%
May 2007 - May 2017 |
4.00%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFOOX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND INSTITUTIONAL CLASS) |
22.31%
Feb 2009 - Feb 2012 |
17.61%
Feb 2009 - Feb 2014 |
10.37%
Feb 2009 - Feb 2019 |
6.22%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart