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 |
|---|---|---|---|---|---|---|---|---|
| WFTYX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND INSTITUTIONAL CLASS) | NA | -5.20% | 4.99% | 1.12% | 3.57% | 3.25% | NA | 3.21% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFTYX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND INSTITUTIONAL CLASS) | 07/03/2007 | 09/22/2022 |
The return data shown below all have the same latest date: 09/22/2022.
AR inception is since 07/03/2007.
AR inception is since 07/03/2007.
| 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 | -5.20 | 4.99 | 1.12 | 3.57 | 3.25 | NA | 3.21 | -7.13 | -3.67 | 9.34 | 17.47 | -4.27 | -8.60 | 6.05 | -1.44 | 4.77 | 12.23 | 10.68 | 0.23 | 14.07 | 23.80 | -26.70 | -0.71 |
| Sharpe Ratio | NA | -0.53 | 0.37 | 0.01 | 0.14 | NA | NA | 0.13 | -0.86 | -0.28 | 0.53 | 3.06 | -0.77 | -0.14 | 0.93 | -0.24 | 0.92 | 1.86 | 1.41 | 0.01 | 1.27 | 1.31 | -1.07 | -0.33 |
| Standard Deviation(%) | NA | 10.98 | 12.18 | 31.59 | 22.70 | NA | NA | 20.77 | 12.27 | 13.21 | 17.02 | 5.25 | 7.28 | 67.07 | 6.23 | 6.10 | 5.14 | 6.56 | 7.62 | 13.34 | 11.02 | 18.16 | 25.68 | 12.56 |
| Draw Down(%) | NA | 16.27 | 21.79 | 48.96 | 48.96 | NA | NA | 48.96 | 15.97 | 13.65 | 21.79 | 2.20 | 9.55 | 43.04 | 4.22 | 7.21 | 4.33 | 5.02 | 6.44 | 12.13 | 8.34 | 18.82 | 37.83 | 7.52 |
| Yield(%) | 0.00 | 15.92 | 10.98 | 14.28 | 9.93 | 7.36 | 5.49 | 7.31 | 4.05 | 13.28 | 10.72 | 6.74 | 15.33 | 48.22 | 3.66 | 3.64 | 3.71 | 5.11 | 4.19 | 4.37 | 4.12 | 1.88 | 1.88 | 0.96 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFTYX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND INSTITUTIONAL CLASS) |
-4.54%
Mar 2017 - Mar 2020 |
-1.59%
Mar 2015 - Mar 2020 |
2.53%
May 2008 - May 2018 |
3.39%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFTYX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND INSTITUTIONAL CLASS) |
19.86%
Feb 2009 - Feb 2012 |
15.41%
Feb 2009 - Feb 2014 |
7.48%
Feb 2009 - Feb 2019 |
3.39%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison Chart