Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFOAX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2010 FUND INSTITUTIONAL CLASS) | NA | -9.35% | 1.65% | 3.05% | 2.82% | 3.33% | NA | … | … |
Data as of 09/22/2022, Common starting date is 07/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFOAX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2010 FUND INSTITUTIONAL CLASS) | 07/02/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.35 | 1.65 | 3.05 | 2.82 | 3.33 | NA | … | … | -10.25 | 5.70 | 8.23 | 13.77 | -2.63 | 6.94 | 3.02 | -0.94 | 3.94 | 2.40 | 6.06 | 4.05 | 9.19 | 12.75 | -10.75 | 7.10 | 7.54 | 3.45 | 5.69 |
| Sharpe Ratio | NA | -1.40 | 0.16 | 0.17 | 0.25 | NA | NA | … | … | -1.85 | 1.33 | 0.75 | 3.81 | -0.96 | 0.25 | 0.93 | -0.33 | 1.55 | 0.60 | 1.98 | 0.76 | 1.86 | 1.53 | -1.05 | 1.01 | 0.86 | 0.24 | 2.07 |
| Standard Deviation(%) | NA | 7.16 | 7.75 | 13.03 | 9.45 | NA | NA | … | … | 8.00 | 4.26 | 10.63 | 3.23 | 4.20 | 25.47 | 3.02 | 2.93 | 2.54 | 3.92 | 3.05 | 5.29 | 4.90 | 8.27 | 11.12 | 3.91 | 4.80 | 4.86 | 5.04 |
| Draw Down(%) | NA | 14.40 | 15.01 | 19.84 | 19.84 | NA | NA | … | … | 14.11 | 2.53 | 15.01 | 0.96 | 5.41 | 16.31 | 3.74 | 3.29 | 1.96 | 3.88 | 1.86 | 3.60 | 3.23 | 9.51 | 20.54 | 2.46 | 4.30 | 2.98 | 2.56 |
| Yield(%) | 0.00 | 9.97 | 6.76 | 8.38 | 5.75 | 5.09 | 4.80 | … | … | 2.77 | 8.58 | 6.42 | 3.99 | 8.53 | 17.55 | 2.89 | 5.38 | 3.93 | 4.08 | 3.16 | 2.38 | 2.83 | 3.14 | 4.00 | 4.91 | 8.55 | 2.37 | 1.12 |
Data as of 09/22/2022, Common starting date is 07/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFOAX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2010 FUND INSTITUTIONAL CLASS) |
-2.07%
Feb 2006 – Feb 2009 |
1.99%
Oct 2013 – Oct 2018 |
2.87%
Jun 2012 – Jun 2022 |
3.32%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFOAX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2010 FUND INSTITUTIONAL CLASS) |
12.33%
Feb 2009 – Feb 2012 |
8.88%
Feb 2009 – Feb 2014 |
5.61%
Feb 2009 – Feb 2019 |
4.68%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart