Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFKRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2035 FUND CLASS R) | NA | -7.71% | 5.12% | 3.00% | 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 |
|---|---|---|
| WFKRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2035 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 | -7.71 | 5.12 | 3.00 | NA | NA | NA | … | … | -10.06 | -3.33 | 9.72 | 15.58 | -6.55 | 3.93 | 7.48 | -2.74 | 4.77 | 11.58 |
| Sharpe Ratio | NA | -0.60 | 0.29 | 0.09 | NA | NA | NA | … | … | -0.94 | -0.20 | 0.41 | 1.66 | -0.79 | 0.07 | 0.73 | -0.28 | 0.59 | 3.14 |
| Standard Deviation(%) | NA | 13.94 | 16.35 | 25.43 | NA | NA | NA | … | … | 15.40 | 16.86 | 23.25 | 8.55 | 9.95 | 48.08 | 9.98 | 9.96 | 8.06 | 7.87 |
| Draw Down(%) | NA | 18.91 | 27.67 | 44.25 | NA | NA | NA | … | … | 18.32 | 16.09 | 27.67 | 5.26 | 13.77 | 32.05 | 8.19 | 10.99 | 6.79 | 3.36 |
| Yield(%) | 0.00 | 16.84 | 9.93 | 12.45 | 8.84 | 5.89 | 4.42 | … | … | 3.21 | 15.41 | 7.04 | 3.97 | 12.91 | 37.31 | 3.07 | 3.43 | 3.51 | 4.39 |
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 |
|---|---|---|---|---|
| WFKRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2035 FUND CLASS R) |
-3.00%
Mar 2017 – Mar 2020 |
-0.49%
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 |
|---|---|---|---|---|
| WFKRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2035 FUND CLASS R) |
13.71%
Dec 2018 – Dec 2021 |
7.71%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart