Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFKNX (WELLS FARGO DOW JONES 2030 FUND) | NA | 12.59% | NA | NA | NA | NA | NA | 11.89% |
Data as of 01/02/2013, AR inception is 09/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFKNX (WELLS FARGO DOW JONES 2030 FUND) | 09/01/2010 | 01/02/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 12.59 | NA | NA | NA | NA | NA | 11.89 | 12.59 | 12.59 | -1.24 | 12.60 |
| Sharpe Ratio | NA | 1.21 | NA | NA | NA | NA | NA | 0.74 | 1.19 | 1.18 | -0.08 | 4.77 |
| Standard Deviation(%) | NA | 10.33 | NA | NA | NA | NA | NA | 13.68 | 10.54 | 10.69 | 16.18 | 8.95 |
| Draw Down(%) | NA | 4.80 | NA | NA | NA | NA | NA | 15.53 | 4.80 | 4.80 | 15.53 | 3.16 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/02/2013, AR inception is 09/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFKNX (WELLS FARGO DOW JONES 2030 FUND) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFKNX (WELLS FARGO DOW JONES 2030 FUND) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart