Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFHRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND CLASS R) | NA | -6.59% | 4.13% | 4.56% | NA | NA | NA | … | … |
Data as of 09/22/2022, Common starting date is 07/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFHRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND CLASS R) | 07/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.59 | 4.13 | 4.56 | NA | NA | NA | … | … | -8.25 | -4.09 | 9.34 | 10.65 | -5.02 | 10.61 | 5.35 | -2.26 | 4.35 | 7.96 |
| Sharpe Ratio | NA | -0.66 | 0.31 | 0.36 | NA | NA | NA | … | … | -0.99 | -0.31 | 0.53 | 1.01 | -0.74 | 2.98 | 0.83 | -0.38 | 0.85 | 2.81 |
| Standard Deviation(%) | NA | 10.98 | 12.22 | 10.46 | NA | NA | NA | … | … | 12.29 | 13.40 | 17.09 | 9.18 | 8.59 | 3.37 | 6.21 | 6.09 | 5.11 | 5.94 |
| Draw Down(%) | NA | 16.67 | 21.90 | 21.90 | NA | NA | NA | … | … | 16.11 | 13.45 | 21.90 | 9.25 | 10.21 | 1.43 | 4.22 | 7.48 | 4.43 | 2.51 |
| Yield(%) | 0.00 | 15.08 | 10.36 | 13.98 | 8.95 | 5.97 | 4.48 | … | … | 3.52 | 12.82 | 10.21 | 6.09 | 14.98 | 47.46 | 2.96 | 2.99 | 3.19 | 3.89 |
Data as of 09/22/2022, Common starting date is 07/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFHRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND CLASS R) |
1.18%
Mar 2017 – Mar 2020 |
1.63%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFHRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND CLASS R) |
11.48%
Dec 2018 – Dec 2021 |
7.80%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart