Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFLIX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND ADMINISTRATOR CLASS) | NA | -6.99% | 4.85% | 3.84% | 5.42% | 4.12% | 6.34% | 5.07% |
Data as of 09/22/2022, AR inception is 03/30/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFLIX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND ADMINISTRATOR CLASS) | 03/30/1994 | 09/22/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.99 | 4.85 | 3.84 | 5.42 | 4.12 | 6.34 | 5.07 | -9.07 | -3.13 | 9.58 | 18.35 | -5.37 | 6.88 | 6.86 | -1.93 | 4.72 | 15.58 | 11.87 | -1.71 | 14.60 | 27.71 | -31.54 | 7.61 | 13.10 | 5.50 | 10.26 | 23.75 | -17.24 | -12.95 | -9.46 | 3.62 | 13.59 | 17.61 | 11.46 | 25.39 | -2.41 |
| Sharpe Ratio | NA | -0.62 | 0.31 | 0.15 | 0.32 | NA | NA | 0.22 | -0.97 | -0.21 | 0.46 | 2.72 | -0.79 | 0.17 | 0.81 | -0.24 | 0.71 | 2.01 | 1.28 | -0.10 | 1.08 | 1.28 | -1.06 | 0.37 | 1.11 | 0.43 | 1.05 | 1.90 | -0.92 | -0.93 | -0.78 | 0.03 | 0.51 | 1.02 | 0.71 | 2.64 | -0.86 |
| Standard Deviation(%) | NA | 12.34 | 14.19 | 20.31 | 15.24 | NA | NA | 15.46 | 13.68 | 14.69 | 20.05 | 6.23 | 8.51 | 37.02 | 8.15 | 8.04 | 6.63 | 7.72 | 9.30 | 16.76 | 13.44 | 21.62 | 30.51 | 12.56 | 8.87 | 7.68 | 8.84 | 12.13 | 19.97 | 16.73 | 17.26 | 15.16 | 20.11 | 13.78 | 11.09 | 8.16 | 7.39 |
| Draw Down(%) | NA | 17.66 | 24.79 | 35.80 | 35.80 | NA | NA | 47.62 | 17.13 | 14.52 | 24.79 | 3.01 | 11.73 | 25.15 | 6.25 | 9.08 | 5.57 | 5.59 | 8.14 | 15.72 | 10.69 | 21.66 | 42.62 | 8.80 | 7.50 | 5.15 | 6.99 | 10.62 | 27.47 | 25.06 | 16.22 | 11.34 | 13.25 | 4.90 | 5.46 | 0.58 | 4.04 |
| Yield(%) | 0.00 | 15.73 | 9.36 | 11.29 | 8.57 | 6.16 | 8.31 | 6.83 | 3.34 | 13.89 | 6.63 | 4.27 | 12.58 | 28.68 | 3.88 | 3.53 | 3.41 | 4.98 | 3.57 | 2.73 | 1.52 | 1.74 | 2.65 | 5.11 | 10.49 | 2.97 | 1.42 | 2.54 | 3.77 | 0.30 | 0.94 | 0.85 | 1.23 | 1.77 | 0.98 | 0.00 | 1.49 |
Data as of 09/22/2022, AR inception is 03/30/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFLIX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND ADMINISTRATOR CLASS) |
-14.94%
Sep 1999 - Sep 2002 |
-7.81%
Mar 1998 - Mar 2003 |
-3.82%
Feb 1999 - Feb 2009 |
2.01%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFLIX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND ADMINISTRATOR CLASS) |
21.85%
Feb 2009 - Feb 2012 |
17.20%
Feb 2009 - Feb 2014 |
9.99%
Feb 2009 - Feb 2019 |
7.30%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart