Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFDMX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND CLASS C) | NA | -7.97% | 3.89% | 2.84% | 4.45% | 3.18% | 5.34% | … | … |
Data as of 09/22/2022, Common starting date is 12/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFDMX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND CLASS C) | 12/30/1998 | 09/22/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.97 | 3.89 | 2.84 | 4.45 | 3.18 | 5.34 | … | … | -9.82 | -4.08 | 8.59 | 17.36 | -6.19 | 5.59 | 5.94 | -2.64 | 3.73 | 14.57 | 10.87 | -2.61 | 13.95 | 26.29 | -32.20 | 6.46 | 11.88 | 4.37 | 9.14 | 22.70 | -17.61 | -13.21 | -10.20 | 2.42 | 0.42 |
| Sharpe Ratio | NA | -0.71 | 0.25 | 0.10 | 0.26 | NA | NA | … | … | -1.05 | -0.26 | 0.42 | 2.59 | -0.89 | 0.13 | 0.71 | -0.33 | 0.56 | 1.89 | 1.18 | -0.16 | 1.03 | 1.21 | -1.08 | 0.27 | 0.98 | 0.28 | 0.93 | 1.82 | -0.94 | -0.94 | -0.83 | -0.05 | NA |
| Standard Deviation(%) | NA | 12.19 | 14.14 | 20.64 | 15.46 | NA | NA | … | … | 13.52 | 15.60 | 20.05 | 6.17 | 8.48 | 38.00 | 8.05 | 8.06 | 6.61 | 7.68 | 9.28 | 16.73 | 13.50 | 21.66 | 30.55 | 12.57 | 8.83 | 7.74 | 8.79 | 12.10 | 19.97 | 16.76 | 17.23 | 17.62 | 0.00 |
| Draw Down(%) | NA | 18.09 | 24.82 | 37.52 | 37.52 | NA | NA | … | … | 17.42 | 15.13 | 24.82 | 3.07 | 12.45 | 25.79 | 6.36 | 9.44 | 5.69 | 5.68 | 8.27 | 16.07 | 10.62 | 21.76 | 43.01 | 8.91 | 7.72 | 5.24 | 7.43 | 10.68 | 27.53 | 25.27 | 16.50 | 11.57 | 0.00 |
| Yield(%) | 0.00 | 15.59 | 8.82 | 11.06 | 8.00 | 5.55 | 7.33 | … | … | 3.08 | 13.93 | 5.94 | 3.42 | 12.60 | 29.13 | 3.29 | 3.06 | 2.63 | 4.19 | 2.74 | 1.98 | 1.04 | 0.67 | 1.78 | 4.12 | 9.66 | 1.97 | 0.16 | 1.69 | 3.38 | 0.12 | 0.47 | 0.32 | 0.01 |
Data as of 09/22/2022, Common starting date is 12/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFDMX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND CLASS C) |
-15.49%
Sep 1999 – Sep 2002 |
-5.28%
Feb 2004 – Feb 2009 |
-4.36%
Feb 1999 – Feb 2009 |
1.53%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFDMX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND CLASS C) |
20.83%
Feb 2009 – Feb 2012 |
16.18%
Feb 2009 – Feb 2014 |
9.02%
Feb 2009 – Feb 2019 |
6.31%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart