Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STTRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS A) | NA | -6.28% | 3.42% | 3.29% | 3.76% | 3.31% | 5.13% | 5.66% |
Data as of 09/22/2022, AR inception is 03/30/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STTRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 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 | -6.28 | 3.42 | 3.29 | 3.76 | 3.31 | 5.13 | 5.66 | -7.63 | -3.54 | 8.23 | 15.17 | -3.91 | 5.31 | 4.42 | -1.84 | 4.00 | 7.88 | 8.37 | 1.18 | 11.24 | 18.97 | -22.31 | 6.93 | 10.67 | 4.34 | 8.22 | 19.66 | -14.04 | -6.51 | -4.03 | 13.72 | 19.62 | 20.89 | 12.87 | 24.87 | 0.50 |
| Sharpe Ratio | NA | -0.74 | 0.30 | 0.16 | 0.29 | NA | NA | 0.36 | -1.08 | -0.32 | 0.57 | 3.26 | -0.91 | 0.16 | 0.90 | -0.40 | 1.04 | 1.50 | 1.43 | 0.11 | 1.32 | 1.33 | -1.13 | 0.47 | 1.06 | 0.34 | 0.98 | 1.85 | -0.89 | -0.68 | -0.58 | 0.96 | 1.24 | 1.77 | 1.15 | 3.59 | -0.39 |
| Standard Deviation(%) | NA | 9.32 | 10.06 | 15.35 | 11.30 | NA | NA | 11.24 | 10.50 | 11.01 | 13.94 | 4.22 | 5.79 | 28.92 | 4.68 | 4.66 | 3.85 | 5.22 | 5.85 | 10.01 | 8.43 | 14.14 | 20.52 | 8.42 | 6.97 | 6.41 | 7.42 | 10.25 | 17.01 | 13.20 | 13.89 | 10.98 | 13.15 | 9.79 | 8.06 | 5.86 | 6.51 |
| Draw Down(%) | NA | 15.46 | 18.57 | 26.39 | 26.39 | NA | NA | 35.40 | 15.10 | 11.69 | 18.57 | 1.72 | 8.02 | 19.87 | 4.13 | 5.73 | 3.27 | 4.40 | 4.74 | 8.76 | 6.61 | 15.46 | 32.41 | 5.84 | 6.05 | 4.23 | 6.02 | 9.39 | 23.15 | 19.30 | 9.98 | 6.81 | 13.53 | 5.73 | 5.03 | 3.26 | 4.43 |
| Yield(%) | 0.00 | 13.41 | 8.15 | 9.61 | 6.62 | 5.14 | 6.53 | 7.42 | 3.36 | 11.03 | 6.68 | 3.89 | 9.76 | 21.85 | 2.70 | 3.11 | 2.93 | 3.88 | 3.06 | 1.89 | 1.84 | 2.11 | 2.99 | 4.87 | 9.53 | 1.42 | 1.21 | 1.26 | 1.09 | 1.87 | 6.53 | 11.30 | 10.78 | 10.38 | 5.67 | 2.87 | 2.33 |
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 |
|---|---|---|---|---|
| STTRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS A) |
-9.80%
Mar 2000 - Mar 2003 |
-1.99%
Feb 2004 - Feb 2009 |
-0.20%
Feb 1999 - Feb 2009 |
2.67%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STTRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS A) |
20.22%
Mar 1995 - Mar 1998 |
18.31%
Dec 1994 - Dec 1999 |
8.76%
Dec 1994 - Dec 2004 |
6.73%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart