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 |
|---|---|---|---|---|---|---|---|---|
| WFSCX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2015 FUND INSTITUTIONAL CLASS) | NA | -7.16% | 2.91% | 2.60% | 3.07% | 3.26% | NA | 3.28% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFSCX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2015 FUND INSTITUTIONAL CLASS) | 07/18/2007 | 09/22/2022 |
The return data shown below all have the same latest date: 09/22/2022.
AR inception is since 07/18/2007.
AR inception is since 07/18/2007.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.16 | 2.91 | 2.60 | 3.07 | 3.26 | NA | 3.28 | -8.31 | 6.92 | 8.50 | 14.57 | -2.90 | 1.52 | 4.09 | -1.28 | 4.22 | 4.93 | 7.29 | 3.06 | 10.35 | 15.95 | -16.35 | 1.63 |
| Sharpe Ratio | NA | -0.95 | 0.29 | 0.10 | 0.21 | NA | NA | 0.24 | -1.32 | 1.46 | 0.68 | 3.64 | -0.87 | 0.02 | 0.98 | -0.34 | 1.46 | 1.09 | 1.68 | 0.42 | 1.61 | 1.46 | -1.12 | 0.14 |
| Standard Deviation(%) | NA | 8.21 | 8.82 | 17.66 | 12.75 | NA | NA | 11.81 | 9.24 | 4.72 | 12.11 | 3.62 | 4.84 | 36.11 | 3.96 | 3.81 | 2.87 | 4.48 | 4.33 | 7.26 | 6.39 | 10.84 | 15.43 | 7.41 |
| Draw Down(%) | NA | 14.90 | 16.56 | 28.53 | 28.53 | NA | NA | 28.53 | 14.57 | 2.70 | 16.56 | 1.22 | 6.25 | 24.65 | 4.52 | 4.34 | 2.35 | 4.08 | 3.00 | 5.87 | 4.82 | 12.28 | 26.55 | 4.04 |
| Yield(%) | 0.00 | 12.81 | 9.07 | 11.18 | 7.24 | 5.89 | 4.44 | 5.92 | 3.14 | 11.33 | 9.17 | 6.02 | 13.49 | 26.97 | 3.21 | 2.92 | 3.02 | 3.35 | 3.06 | 3.23 | 3.09 | 2.06 | 6.04 | 1.72 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSCX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2015 FUND INSTITUTIONAL CLASS) |
0.33%
Apr 2015 - Apr 2018 |
1.07%
Mar 2015 - Mar 2020 |
2.86%
Apr 2008 - Apr 2018 |
3.37%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSCX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2015 FUND INSTITUTIONAL CLASS) |
14.39%
Feb 2009 - Feb 2012 |
10.66%
Feb 2009 - Feb 2014 |
6.06%
Feb 2009 - Feb 2019 |
3.37%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison Chart