Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STPBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS B) | NA | 6.47% | 1.47% | 3.25% | 2.48% | 3.26% | NA | … | … |
Data as of 01/24/2017, Common starting date is 03/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STPBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 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 | 6.47 | 1.47 | 3.25 | 2.48 | 3.26 | NA | … | … | 0.00 | 3.71 | -2.62 | 3.17 | 7.04 | 7.56 | 0.40 | 10.38 | 18.16 | -22.89 | 6.12 | 9.86 | 3.54 | 7.43 | 18.87 | -14.50 | -6.96 | -4.50 | 13.25 | 9.65 | 9.98 |
| Sharpe Ratio | NA | 1.36 | 0.32 | 0.66 | 0.21 | NA | NA | … | … | 0.00 | 0.77 | -0.57 | 0.82 | 1.33 | 1.28 | 0.04 | 1.22 | 1.28 | -1.16 | 0.37 | 0.94 | 0.21 | 0.87 | 1.76 | -0.92 | -0.71 | -0.61 | 0.92 | 0.41 | 0.70 |
| Standard Deviation(%) | NA | 4.31 | 4.32 | 4.85 | 9.95 | NA | NA | … | … | NA | 4.55 | 4.62 | 3.86 | 5.25 | 5.89 | 9.97 | 8.41 | 14.07 | 20.55 | 8.45 | 7.00 | 6.48 | 7.44 | 10.32 | 17.04 | 13.25 | 13.89 | 10.90 | 15.62 | 13.85 |
| Draw Down(%) | NA | 4.20 | 7.66 | 7.66 | 36.04 | NA | NA | … | … | 0.00 | 4.20 | 6.05 | 3.41 | 4.50 | 4.84 | 9.03 | 6.76 | 15.57 | 32.69 | 5.89 | 6.10 | 4.30 | 6.34 | 9.46 | 23.36 | 19.60 | 10.04 | 6.88 | 13.62 | 10.07 |
| Yield(%) | 0.00 | 0.29 | 1.60 | 2.01 | 1.91 | 2.26 | 2.85 | … | … | 0.00 | 0.28 | 2.52 | 1.96 | 2.72 | 2.12 | 0.83 | 0.89 | 1.51 | 2.30 | 4.09 | 8.84 | 0.62 | 0.39 | 0.59 | 0.58 | 1.42 | 6.06 | 10.80 | 1.13 | 0.95 |
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 |
|---|---|---|---|---|
| STPBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS B) |
-10.24%
Mar 2000 – Mar 2003 |
-3.58%
Mar 1998 – Mar 2003 |
-0.83%
Feb 1999 – Feb 2009 |
1.94%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STPBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS B) |
15.41%
Feb 2009 – Feb 2012 |
11.46%
Feb 2009 – Feb 2014 |
5.89%
Mar 2003 – Mar 2013 |
3.96%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart