Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLPBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS B) | NA | 16.18% | 3.28% | 6.95% | 3.41% | 4.45% | NA | … | … |
Data as of 01/24/2017, Common starting date is 03/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLPBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 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 | 16.18 | 3.28 | 6.95 | 3.41 | 4.45 | NA | … | … | 0.00 | 7.14 | -3.51 | 4.17 | 20.24 | 13.20 | -4.99 | 15.54 | 31.34 | -36.88 | 6.52 | 13.75 | 5.22 | 10.28 | 26.36 | -20.44 | -14.28 | -10.32 | 20.53 | 24.61 | 10.57 |
| Sharpe Ratio | NA | 1.41 | 0.30 | 0.64 | 0.16 | NA | NA | … | … | 0.00 | 0.61 | -0.31 | 0.46 | 2.09 | 1.13 | -0.23 | 0.92 | 1.20 | -1.04 | 0.24 | 1.05 | 0.35 | 0.94 | 1.85 | -0.94 | -0.85 | -0.68 | 1.10 | 1.09 | 0.54 |
| Standard Deviation(%) | NA | 10.31 | 10.60 | 10.70 | 18.94 | NA | NA | … | … | NA | 11.27 | 11.57 | 8.99 | 9.66 | 11.76 | 21.55 | 16.86 | 25.99 | 36.35 | 14.56 | 10.04 | 8.84 | 9.98 | 13.90 | 22.91 | 19.93 | 21.14 | 15.77 | 19.58 | 19.45 |
| Draw Down(%) | NA | 5.63 | 17.39 | 17.39 | 54.10 | NA | NA | … | … | 0.00 | 9.74 | 12.58 | 7.57 | 6.45 | 10.62 | 20.62 | 13.68 | 25.07 | 48.36 | 10.24 | 8.77 | 6.09 | 8.41 | 12.30 | 31.30 | 30.24 | 17.21 | 9.83 | 20.97 | 14.47 |
| Yield(%) | 0.00 | 0.40 | 2.22 | 3.18 | 2.50 | 2.78 | 3.74 | … | … | 0.00 | 0.37 | 3.39 | 2.74 | 4.91 | 2.84 | 1.96 | 0.39 | 0.31 | 3.06 | 5.85 | 7.34 | 0.08 | 0.00 | 0.61 | 0.82 | 1.16 | 6.73 | 10.58 | 10.08 | 0.24 |
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 |
|---|---|---|---|---|
| SLPBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS B) |
-16.82%
Mar 2000 – Mar 2003 |
-6.44%
Feb 2004 – Feb 2009 |
-3.59%
Feb 1999 – Feb 2009 |
1.87%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLPBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS B) |
23.66%
Feb 2009 – Feb 2012 |
18.98%
Feb 2009 – Feb 2014 |
7.36%
Mar 2003 – Mar 2013 |
5.16%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart