Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STHRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND CLASS A) | NA | -6.95% | 4.82% | 3.72% | 5.29% | 3.98% | 6.14% | 6.48% |
Data as of 09/22/2022, AR inception is 03/30/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STHRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND CLASS A) | 03/30/1994 | 09/22/2022 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.95 | 4.82 | 3.72 | 5.29 | 3.98 | 6.14 | 6.48 | -8.94 | -3.52 | 9.42 | 18.25 | -5.52 | 6.53 | 6.74 | -2.01 | 4.53 | 15.37 | 11.74 | -1.90 | 14.67 | 27.39 | -31.75 | 7.29 | 12.74 | 5.22 | 9.87 | 23.51 | -16.99 | -10.17 | -5.99 | 16.46 | 22.40 | 24.15 | 15.01 | 27.90 | 1.45 |
| Sharpe Ratio | NA | -0.61 | 0.31 | 0.14 | 0.31 | NA | NA | 0.32 | -0.95 | -0.24 | 0.46 | 2.72 | -0.80 | 0.16 | 0.80 | -0.25 | 0.68 | 2.00 | 1.27 | -0.12 | 1.08 | 1.26 | -1.07 | 0.34 | 1.07 | 0.40 | 1.02 | 1.89 | -0.91 | -0.77 | -0.58 | 0.99 | 1.18 | 1.75 | 1.22 | 3.50 | -0.15 |
| Standard Deviation(%) | NA | 12.36 | 14.17 | 20.49 | 15.36 | NA | NA | 15.16 | 13.71 | 15.02 | 20.00 | 6.19 | 8.52 | 37.54 | 8.11 | 8.03 | 6.64 | 7.66 | 9.29 | 16.72 | 13.49 | 21.74 | 30.55 | 12.51 | 8.86 | 7.67 | 8.76 | 12.05 | 19.96 | 16.44 | 17.16 | 13.42 | 16.23 | 11.74 | 9.32 | 6.88 | 8.16 |
| Draw Down(%) | NA | 17.73 | 24.79 | 36.20 | 36.20 | NA | NA | 47.88 | 17.18 | 14.85 | 24.79 | 3.00 | 11.87 | 25.48 | 6.33 | 9.13 | 5.57 | 5.58 | 8.10 | 15.75 | 10.54 | 21.70 | 42.71 | 8.83 | 7.63 | 5.13 | 7.12 | 10.62 | 27.10 | 24.94 | 12.84 | 8.54 | 17.20 | 6.85 | 5.95 | 3.97 | 4.89 |
| Yield(%) | 0.00 | 16.05 | 9.49 | 11.40 | 8.57 | 6.11 | 8.16 | 9.18 | 3.41 | 14.19 | 6.71 | 4.28 | 12.79 | 29.03 | 3.85 | 3.45 | 3.27 | 4.86 | 3.42 | 2.60 | 1.68 | 1.49 | 2.40 | 4.84 | 10.28 | 2.68 | 1.14 | 2.26 | 4.11 | 3.10 | 4.75 | 13.79 | 9.52 | 8.33 | 4.36 | 2.33 | 2.26 |
Data as of 09/22/2022, AR inception is 03/30/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STHRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND CLASS A) |
-12.83%
Mar 2000 - Mar 2003 |
-4.56%
Feb 2004 - Feb 2009 |
-1.84%
Feb 1999 - Feb 2009 |
2.77%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STHRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND CLASS A) |
23.56%
Mar 1995 - Mar 1998 |
21.09%
Dec 1994 - Dec 1999 |
9.83%
Feb 2009 - Feb 2019 |
7.08%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart