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 |
|---|---|---|---|---|---|---|---|---|
| WFOSX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND INSTITUTIONAL CLASS) | NA | -6.14% | 6.78% | 5.13% | 7.22% | 5.23% | NA | 6.59% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFOSX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 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 | -6.14 | 6.78 | 5.13 | 7.22 | 5.23 | NA | 6.59 | -9.15 | 15.06 | 10.36 | 21.19 | -6.47 | 10.45 | 9.10 | -2.26 | 5.54 | 21.72 | 14.70 | -3.74 | 17.22 | 33.03 | -36.06 | 7.98 | 15.19 | 6.55 | 9.38 |
| Sharpe Ratio | NA | -0.42 | 0.35 | 0.19 | 0.38 | NA | NA | 0.31 | -0.75 | 1.44 | 0.39 | 2.44 | -0.72 | 0.26 | 0.78 | -0.20 | 0.61 | 2.23 | 1.26 | -0.18 | 1.02 | 1.27 | -1.02 | 0.34 | 1.19 | 0.49 | 1.97 |
| Standard Deviation(%) | NA | 16.01 | 18.44 | 22.79 | 17.55 | NA | NA | 18.70 | 17.65 | 10.42 | 26.04 | 8.10 | 10.84 | 37.81 | 11.41 | 11.57 | 8.99 | 9.73 | 11.73 | 21.46 | 16.78 | 25.99 | 36.30 | 14.57 | 10.06 | 8.88 | 9.35 |
| Draw Down(%) | NA | 19.38 | 30.21 | 40.05 | 40.05 | NA | NA | 53.27 | 19.01 | 4.69 | 30.21 | 4.31 | 14.35 | 25.54 | 9.67 | 12.13 | 7.45 | 6.39 | 10.38 | 20.15 | 13.32 | 24.89 | 47.73 | 10.19 | 8.63 | 5.98 | 5.49 |
| Yield(%) | 0.00 | 18.78 | 10.55 | 12.07 | 10.00 | 6.89 | 7.44 | 8.26 | 4.04 | 17.05 | 5.64 | 4.10 | 13.45 | 30.15 | 3.99 | 4.33 | 4.09 | 6.13 | 4.17 | 3.14 | 1.91 | 1.66 | 3.72 | 6.89 | 8.26 | 1.42 | 1.45 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFOSX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND INSTITUTIONAL CLASS) |
-13.77%
Feb 2006 - Feb 2009 |
-0.66%
May 2007 - May 2012 |
4.66%
Feb 2006 - Feb 2016 |
4.60%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFOSX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND INSTITUTIONAL CLASS) |
25.36%
Feb 2009 - Feb 2012 |
20.57%
Feb 2009 - Feb 2014 |
12.27%
Feb 2009 - Feb 2019 |
7.07%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart