Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGPBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND CLASS B) | NA | 11.72% | 2.69% | 5.49% | 3.04% | 3.96% | NA | … | … |
Data as of 01/24/2017, Common starting date is 03/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGPBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND CLASS B) | 03/27/1997 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.72 | 2.69 | 5.49 | 3.04 | 3.96 | NA | … | … | 0.00 | 5.71 | -2.64 | 3.72 | 14.46 | 10.88 | -2.65 | 13.60 | 26.40 | -32.25 | 6.45 | 11.88 | 4.43 | 9.08 | 22.61 | -17.43 | -10.67 | -6.37 | 15.99 | 13.05 | 14.34 |
| Sharpe Ratio | NA | 1.43 | 0.35 | 0.68 | 0.17 | NA | NA | … | … | -13,664.00 | 0.68 | -0.33 | 0.56 | 1.89 | 1.18 | -0.16 | 1.00 | 1.22 | -1.08 | 0.27 | 0.98 | 0.29 | 0.93 | 1.81 | -0.93 | -0.80 | -0.61 | 0.95 | 0.48 | 1.03 |
| Standard Deviation(%) | NA | 7.46 | 7.54 | 7.95 | 15.39 | NA | NA | … | … | 0.00 | 8.08 | 8.06 | 6.62 | 7.63 | 9.28 | 16.72 | 13.55 | 21.62 | 30.54 | 12.55 | 8.82 | 7.72 | 8.78 | 12.10 | 19.99 | 16.46 | 17.16 | 13.39 | 20.14 | 15.10 |
| Draw Down(%) | NA | 3.77 | 12.44 | 12.44 | 48.38 | NA | NA | … | … | 0.00 | 6.36 | 9.42 | 5.69 | 5.62 | 8.31 | 16.08 | 10.91 | 21.79 | 43.00 | 8.86 | 7.73 | 5.26 | 7.44 | 10.69 | 27.33 | 25.21 | 12.92 | 8.61 | 17.28 | 9.58 |
| Yield(%) | 0.00 | 0.00 | 1.79 | 2.57 | 2.04 | 2.72 | 3.39 | … | … | 0.00 | 0.00 | 3.01 | 2.25 | 4.06 | 2.50 | 1.67 | 0.63 | 0.63 | 1.77 | 4.09 | 9.67 | 1.94 | 0.32 | 1.59 | 3.67 | 2.69 | 4.38 | 13.41 | 0.62 | 0.67 |
Data as of 01/24/2017, Common starting date is 03/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGPBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND CLASS B) |
-13.27%
Mar 2000 – Mar 2003 |
-5.28%
Feb 2004 – Feb 2009 |
-2.46%
Feb 1999 – Feb 2009 |
2.02%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGPBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND CLASS B) |
20.68%
Feb 2009 – Feb 2012 |
16.09%
Feb 2009 – Feb 2014 |
6.63%
Mar 2003 – Mar 2013 |
4.65%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart