Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFOFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS C) | NA | -7.47% | 5.42% | 3.65% | 5.80% | 3.87% | 6.28% | … | … |
Data as of 09/22/2022, Common starting date is 06/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFOFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS C) | 06/28/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.47 | 5.42 | 3.65 | 5.80 | 3.87 | 6.28 | … | … | -10.11 | -5.11 | 9.08 | 19.74 | -7.61 | 8.10 | 7.78 | -3.44 | 4.20 | 20.22 | 13.26 | -4.92 | 15.85 | 31.43 | -36.92 | 6.63 | 13.74 | 5.24 | 10.21 | 26.40 | -20.56 | -7.63 |
| Sharpe Ratio | NA | -0.52 | 0.27 | 0.12 | 0.29 | NA | NA | … | … | -0.84 | -0.25 | 0.34 | 2.27 | -0.83 | 0.19 | 0.66 | -0.30 | 0.46 | 2.10 | 1.13 | -0.23 | 0.94 | 1.20 | -1.04 | 0.25 | 1.05 | 0.35 | 0.93 | 1.85 | -0.95 | -0.87 |
| Standard Deviation(%) | NA | 15.67 | 18.32 | 23.59 | 18.08 | NA | NA | … | … | 17.28 | 20.52 | 25.99 | 8.09 | 10.83 | 40.38 | 11.47 | 11.61 | 9.01 | 9.61 | 11.78 | 21.55 | 16.72 | 26.04 | 36.27 | 14.50 | 10.00 | 8.86 | 9.95 | 13.89 | 22.91 | 19.19 |
| Draw Down(%) | NA | 19.90 | 30.31 | 42.89 | 42.89 | NA | NA | … | … | 19.33 | 19.42 | 30.31 | 4.45 | 15.34 | 27.21 | 9.78 | 12.58 | 7.55 | 6.47 | 10.62 | 20.57 | 13.48 | 25.12 | 48.35 | 10.31 | 8.78 | 6.09 | 8.41 | 12.30 | 31.41 | 22.05 |
| Yield(%) | 0.00 | 19.87 | 10.41 | 12.13 | 9.39 | 6.19 | 8.82 | … | … | 3.78 | 18.45 | 5.05 | 3.10 | 13.91 | 31.71 | 3.05 | 3.44 | 3.16 | 5.19 | 3.17 | 2.17 | 0.84 | 0.39 | 3.09 | 5.93 | 7.37 | 0.16 | 0.00 | 0.65 | 0.68 | 0.00 |
Data as of 09/22/2022, Common starting date is 06/28/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFOFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS C) |
-14.86%
Feb 2006 – Feb 2009 |
-6.43%
Feb 2004 – Feb 2009 |
2.58%
Dec 2001 – Dec 2011 |
3.27%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFOFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS C) |
23.80%
Feb 2009 – Feb 2012 |
19.08%
Feb 2009 – Feb 2014 |
10.79%
Feb 2009 – Feb 2019 |
7.32%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart