Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFLOX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND ADMINISTRATOR CLASS) | NA | -7.79% | 1.90% | 2.46% | 2.12% | 3.02% | 3.87% | 3.01% |
Data as of 09/22/2022, AR inception is 12/20/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFLOX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND ADMINISTRATOR CLASS) | 12/20/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.79 | 1.90 | 2.46 | 2.12 | 3.02 | 3.87 | 3.01 | -8.57 | 5.29 | 7.69 | 13.03 | -2.74 | 3.21 | 2.35 | -1.13 | 3.26 | 0.54 | 4.75 | 4.42 | 7.65 | 9.33 | -3.38 | 5.91 | 5.35 | 2.66 | 5.34 | 11.89 | -5.02 | 0.48 | -0.83 | -2.16 |
| Sharpe Ratio | NA | -1.13 | 0.20 | 0.14 | 0.19 | NA | NA | 0.27 | -1.49 | 1.24 | 0.72 | 3.80 | -1.04 | 0.11 | 0.74 | -0.44 | 1.22 | 0.14 | 1.81 | 1.12 | 1.93 | 1.54 | -0.73 | 1.36 | 0.58 | 0.13 | 0.95 | 1.98 | -0.73 | -0.39 | -0.74 | -3.09 |
| Standard Deviation(%) | NA | 7.49 | 7.67 | 12.21 | 8.86 | NA | NA | 7.03 | 8.42 | 4.25 | 10.25 | 3.06 | 3.90 | 23.48 | 2.91 | 2.64 | 2.66 | 3.73 | 2.61 | 3.90 | 3.92 | 6.00 | 5.91 | 2.15 | 3.62 | 3.86 | 4.62 | 5.66 | 8.41 | 4.77 | 6.69 | 17.29 |
| Draw Down(%) | NA | 14.56 | 14.76 | 19.95 | 19.95 | NA | NA | 19.95 | 14.21 | 2.48 | 14.76 | 0.77 | 5.24 | 16.26 | 3.65 | 2.97 | 2.17 | 3.96 | 1.35 | 2.63 | 3.48 | 6.81 | 11.75 | 1.36 | 3.12 | 2.57 | 4.44 | 4.69 | 10.69 | 3.84 | 6.16 | 2.91 |
| Yield(%) | 0.00 | 9.56 | 6.10 | 7.74 | 4.93 | 4.55 | 4.88 | 4.01 | 2.48 | 8.26 | 5.37 | 3.35 | 6.17 | 17.86 | 1.98 | 2.07 | 2.34 | 2.60 | 2.53 | 2.69 | 2.14 | 3.14 | 3.68 | 4.91 | 6.97 | 3.68 | 2.23 | 2.01 | 2.84 | 0.78 | 3.16 | 0.45 |
Data as of 09/22/2022, AR inception is 12/20/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFLOX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND ADMINISTRATOR CLASS) |
-2.76%
Mar 2000 - Mar 2003 |
0.90%
Oct 2013 - Oct 2018 |
1.90%
Jun 2012 - Jun 2022 |
2.84%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFLOX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND ADMINISTRATOR CLASS) |
9.82%
Feb 2009 - Feb 2012 |
6.86%
Feb 2009 - Feb 2014 |
5.67%
Sep 2002 - Sep 2012 |
4.37%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart