Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STWRX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND CLASS A) | NA | -7.85% | 1.81% | 2.32% | 1.97% | 2.86% | 3.67% | 4.24% |
Data as of 09/22/2022, AR inception is 03/30/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STWRX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY 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 | -7.85 | 1.81 | 2.32 | 1.97 | 2.86 | 3.67 | 4.24 | -8.71 | -3.23 | 7.58 | 12.92 | -2.91 | 3.06 | 2.22 | -1.30 | 3.17 | 0.39 | 4.57 | 4.22 | 7.51 | 9.04 | -3.66 | 5.59 | 5.12 | 2.29 | 5.11 | 11.40 | -4.02 | 3.32 | 4.37 | 4.51 | 10.16 | 10.43 | 5.71 | 15.74 | -0.50 |
| Sharpe Ratio | NA | -1.13 | 0.18 | 0.13 | 0.17 | NA | NA | 0.39 | -1.51 | -0.39 | 0.71 | 3.62 | -1.11 | 0.10 | 0.72 | -0.51 | 1.20 | 0.10 | 1.76 | 1.07 | 1.90 | 1.52 | -0.77 | 1.17 | 0.49 | 0.03 | 0.91 | 1.91 | -0.62 | 0.22 | 0.07 | 0.30 | 0.62 | 1.74 | 0.50 | 3.39 | -0.79 |
| Standard Deviation(%) | NA | 7.49 | 7.73 | 12.39 | 8.98 | NA | NA | 6.78 | 8.43 | 8.31 | 10.37 | 3.18 | 3.82 | 23.91 | 2.77 | 2.61 | 2.63 | 3.73 | 2.58 | 3.94 | 3.91 | 5.90 | 5.95 | 2.21 | 3.77 | 3.85 | 4.59 | 5.61 | 8.26 | 4.57 | 4.46 | 4.21 | 10.95 | 3.94 | 4.42 | 3.51 | 4.86 |
| Draw Down(%) | NA | 14.65 | 14.85 | 20.46 | 20.46 | NA | NA | 20.46 | 14.35 | 8.34 | 14.85 | 0.91 | 5.25 | 16.53 | 3.63 | 3.04 | 2.03 | 3.93 | 1.29 | 2.68 | 3.54 | 6.94 | 11.93 | 1.28 | 3.17 | 2.59 | 4.49 | 4.75 | 9.73 | 3.13 | 2.38 | 2.71 | 7.06 | 2.66 | 3.12 | 1.95 | 2.68 |
| Yield(%) | 0.00 | 9.75 | 6.17 | 7.81 | 4.90 | 4.47 | 4.74 | 5.11 | 2.50 | 8.41 | 5.43 | 3.33 | 6.22 | 18.16 | 1.93 | 1.97 | 2.22 | 2.49 | 2.40 | 2.57 | 2.30 | 2.53 | 3.43 | 4.68 | 6.78 | 3.44 | 1.95 | 1.73 | 3.88 | 3.53 | 9.13 | 6.45 | 9.34 | 10.56 | 5.56 | 4.33 | 2.75 |
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 |
|---|---|---|---|---|
| STWRX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND CLASS A) |
0.05%
Feb 2006 - Feb 2009 |
0.75%
Oct 2013 - Oct 2018 |
1.78%
Jun 2012 - Jun 2022 |
2.69%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STWRX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND CLASS A) |
10.55%
Dec 1994 - Dec 1997 |
9.24%
Dec 1994 - Dec 1999 |
6.54%
Dec 1994 - Dec 2004 |
5.69%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart