Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFMRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS R) | NA | -7.20% | 6.04% | 4.42% | NA | NA | NA | … | … |
Data as of 09/22/2022, Common starting date is 07/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFMRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS R) | 07/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.20 | 6.04 | 4.42 | NA | NA | NA | … | … | -10.00 | -3.03 | 10.10 | 17.28 | -7.19 | 9.78 | 8.40 | -3.03 | 5.07 | 12.73 |
| Sharpe Ratio | NA | -0.50 | 0.31 | 0.16 | NA | NA | NA | … | … | -0.84 | -0.16 | 0.38 | 1.78 | -0.78 | 0.24 | 0.71 | -0.26 | 0.56 | 3.16 |
| Standard Deviation(%) | NA | 15.69 | 18.32 | 22.67 | NA | NA | NA | … | … | 17.24 | 18.76 | 26.00 | 8.91 | 10.86 | 37.64 | 11.46 | 11.58 | 9.01 | 8.65 |
| Draw Down(%) | NA | 19.67 | 30.32 | 40.90 | NA | NA | NA | … | … | 19.16 | 17.69 | 30.32 | 4.14 | 14.96 | 25.44 | 9.67 | 12.43 | 7.52 | 3.57 |
| Yield(%) | 0.00 | 18.37 | 10.04 | 11.73 | 8.65 | 5.77 | 4.33 | … | … | 3.60 | 16.96 | 5.16 | 3.42 | 13.21 | 29.83 | 3.35 | 3.85 | 3.76 | 4.77 |
Data as of 09/22/2022, Common starting date is 07/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFMRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS R) |
-2.13%
Mar 2017 – Mar 2020 |
0.19%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFMRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS R) |
14.84%
Dec 2018 – Dec 2021 |
9.53%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart