Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFLWX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND ADMINISTRATOR CLASS) | NA | -6.91% | 6.23% | 4.70% | 6.81% | 4.84% | 7.30% | … | … |
Data as of 09/22/2022, Common starting date is 12/20/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFLWX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND ADMINISTRATOR CLASS) | 12/20/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.91 | 6.23 | 4.70 | 6.81 | 4.84 | 7.30 | … | … | -9.82 | -2.39 | 10.01 | 20.80 | -6.79 | 10.17 | 8.73 | -2.61 | 5.13 | 21.36 | 14.26 | -4.03 | 16.60 | 32.68 | -36.23 | 7.75 | 14.89 | 6.41 | 11.43 | 27.50 | -19.77 | -13.52 | -9.69 | -5.02 |
| Sharpe Ratio | NA | -0.48 | 0.32 | 0.17 | 0.36 | NA | NA | … | … | -0.81 | -0.13 | 0.37 | 2.39 | -0.75 | 0.26 | 0.74 | -0.23 | 0.57 | 2.20 | 1.22 | -0.19 | 0.99 | 1.25 | -1.02 | 0.33 | 1.16 | 0.48 | 1.05 | 1.94 | -0.91 | -0.81 | -0.65 | -1.68 |
| Standard Deviation(%) | NA | 15.87 | 18.35 | 22.63 | 17.46 | NA | NA | … | … | 17.48 | 18.19 | 26.00 | 8.10 | 10.83 | 37.48 | 11.45 | 11.58 | 9.01 | 9.69 | 11.75 | 21.57 | 16.76 | 26.00 | 36.27 | 14.52 | 10.01 | 8.88 | 10.02 | 13.85 | 22.88 | 19.97 | 21.10 | 49.85 |
| Draw Down(%) | NA | 19.51 | 30.23 | 40.30 | 40.30 | NA | NA | … | … | 19.05 | 17.19 | 30.23 | 4.31 | 14.70 | 25.34 | 9.68 | 12.24 | 7.49 | 6.42 | 10.46 | 20.33 | 13.54 | 24.98 | 47.84 | 10.19 | 8.69 | 5.98 | 7.99 | 12.17 | 31.01 | 29.87 | 16.80 | 7.98 |
| Yield(%) | 0.00 | 18.14 | 10.06 | 11.75 | 9.61 | 6.56 | 9.67 | … | … | 3.60 | 16.71 | 5.29 | 3.69 | 13.06 | 29.78 | 3.62 | 3.97 | 3.74 | 5.73 | 3.82 | 2.80 | 1.34 | 1.40 | 3.58 | 6.66 | 8.05 | 1.23 | 1.28 | 1.30 | 1.44 | 1.12 | 6.80 | 0.01 |
Data as of 09/22/2022, Common starting date is 12/20/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFLWX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND ADMINISTRATOR CLASS) |
-16.20%
Mar 2000 – Mar 2003 |
-5.43%
Feb 2004 – Feb 2009 |
-0.58%
Aug 2000 – Aug 2010 |
2.85%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFLWX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND ADMINISTRATOR CLASS) |
24.82%
Feb 2009 – Feb 2012 |
20.11%
Feb 2009 – Feb 2014 |
11.87%
Feb 2009 – Feb 2019 |
8.33%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart