Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFLPX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND ADMINISTRATOR CLASS) | NA | -6.28% | 3.49% | 3.39% | 3.88% | 3.47% | 5.33% | 3.12% |
Data as of 09/22/2022, AR inception is 12/20/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFLPX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 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 | -6.28 | 3.49 | 3.39 | 3.88 | 3.47 | 5.33 | 3.12 | -7.67 | -3.22 | 8.36 | 15.19 | -3.71 | 5.50 | 4.58 | -1.73 | 4.13 | 8.07 | 8.51 | 1.33 | 11.46 | 19.20 | -22.05 | 7.32 | 10.94 | 4.67 | 8.61 | 20.02 | -13.75 | -6.30 | -3.83 | -6.25 |
| Sharpe Ratio | NA | -0.74 | 0.31 | 0.17 | 0.31 | NA | NA | 0.17 | -1.08 | -0.30 | 0.58 | 3.33 | -0.86 | 0.17 | 0.93 | -0.38 | 1.07 | 1.52 | 1.45 | 0.13 | 1.35 | 1.35 | -1.12 | 0.52 | 1.09 | 0.39 | 1.03 | 1.87 | -0.87 | -0.66 | -0.56 | -1.81 |
| Standard Deviation(%) | NA | 9.34 | 10.07 | 15.19 | 11.19 | NA | NA | 11.73 | 10.51 | 10.83 | 13.92 | 4.14 | 5.85 | 28.46 | 4.68 | 4.62 | 3.85 | 5.29 | 5.86 | 9.98 | 8.43 | 14.16 | 20.51 | 8.35 | 7.03 | 6.42 | 7.42 | 10.34 | 17.02 | 13.26 | 13.93 | 49.93 |
| Draw Down(%) | NA | 15.42 | 18.61 | 25.94 | 25.94 | NA | NA | 35.11 | 15.07 | 11.46 | 18.61 | 1.60 | 8.04 | 19.57 | 4.12 | 5.65 | 3.31 | 4.41 | 4.75 | 8.74 | 6.60 | 15.44 | 32.35 | 5.84 | 6.06 | 4.19 | 5.88 | 9.30 | 23.02 | 19.19 | 9.93 | 8.19 |
| Yield(%) | 0.00 | 13.17 | 8.06 | 9.51 | 6.62 | 5.22 | 6.69 | 4.22 | 3.30 | 10.82 | 6.59 | 3.90 | 9.62 | 21.52 | 2.73 | 3.21 | 3.07 | 3.99 | 3.19 | 2.03 | 2.00 | 2.35 | 3.25 | 5.13 | 9.73 | 1.70 | 1.50 | 1.56 | 1.41 | 2.13 | 6.46 | 0.12 |
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 |
|---|---|---|---|---|
| WFLPX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND ADMINISTRATOR CLASS) |
-9.54%
Mar 2000 - Mar 2003 |
-1.69%
Feb 2004 - Feb 2009 |
1.45%
Jun 2000 - Jun 2010 |
2.91%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFLPX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND ADMINISTRATOR CLASS) |
16.50%
Feb 2009 - Feb 2012 |
12.50%
Feb 2009 - Feb 2014 |
7.32%
Feb 2009 - Feb 2019 |
6.08%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart