Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFLAX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS C) | NA | -7.46% | 2.46% | 2.37% | 2.91% | 2.49% | 4.32% | … | … |
Data as of 09/22/2022, Common starting date is 12/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFLAX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 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 | -7.46 | 2.46 | 2.37 | 2.91 | 2.49 | 4.32 | … | … | -8.60 | -3.69 | 7.40 | 14.33 | -4.65 | 4.45 | 3.60 | -2.61 | 3.20 | 7.07 | 7.54 | 0.43 | 10.38 | 18.06 | -22.82 | 6.12 | 9.85 | 3.55 | 7.45 | 18.89 | -14.84 | -8.24 | -9.29 | 3.08 | 0.29 |
| Sharpe Ratio | NA | -0.89 | 0.21 | 0.10 | 0.21 | NA | NA | … | … | -1.23 | -0.33 | 0.51 | 3.06 | -1.03 | 0.13 | 0.72 | -0.58 | 0.83 | 1.34 | 1.29 | 0.04 | 1.22 | 1.27 | -1.15 | 0.37 | 0.94 | 0.21 | 0.88 | 1.77 | -0.93 | -0.81 | -0.93 | -0.01 | NA |
| Standard Deviation(%) | NA | 9.10 | 10.01 | 15.50 | 11.39 | NA | NA | … | … | 10.22 | 11.17 | 13.93 | 4.23 | 5.83 | 29.36 | 4.67 | 4.58 | 3.85 | 5.24 | 5.87 | 10.06 | 8.46 | 14.17 | 20.51 | 8.43 | 7.01 | 6.45 | 7.40 | 10.29 | 17.10 | 13.25 | 14.38 | 13.97 | 0.00 |
| Draw Down(%) | NA | 15.78 | 18.61 | 27.87 | 27.87 | NA | NA | … | … | 15.33 | 11.16 | 18.61 | 1.75 | 8.72 | 20.17 | 4.34 | 6.02 | 3.40 | 4.49 | 4.90 | 9.02 | 6.71 | 15.61 | 32.68 | 5.84 | 6.19 | 4.26 | 6.38 | 9.49 | 23.67 | 19.77 | 14.59 | 8.93 | 0.00 |
| Yield(%) | 0.00 | 12.37 | 7.31 | 9.09 | 5.98 | 4.51 | 5.63 | … | … | 2.85 | 10.33 | 6.00 | 3.03 | 9.04 | 22.00 | 2.07 | 2.56 | 2.20 | 3.22 | 2.26 | 1.15 | 1.11 | 1.56 | 2.31 | 4.08 | 8.76 | 0.65 | 0.22 | 0.63 | 0.20 | 0.15 | 1.11 | 0.67 | 0.02 |
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 |
|---|---|---|---|---|
| WFLAX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS C) |
-12.29%
Sep 1999 – Sep 2002 |
-3.78%
Jul 1999 – Jul 2004 |
-2.44%
Feb 1999 – Feb 2009 |
1.48%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFLAX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS C) |
15.42%
Feb 2009 – Feb 2012 |
11.48%
Feb 2009 – Feb 2014 |
6.34%
Feb 2009 – Feb 2019 |
5.07%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart