Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFOKX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND CLASS B) | NA | 2.81% | 0.41% | 0.92% | 2.34% | 2.60% | NA | … | … |
Data as of 01/24/2017, Common starting date is 09/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFOKX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND CLASS B) | 09/29/1998 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.81 | 0.41 | 0.92 | 2.34 | 2.60 | NA | … | … | 0.00 | 1.67 | -2.05 | 2.40 | -0.35 | 3.69 | 3.53 | 6.73 | 8.24 | -4.47 | 4.91 | 4.28 | 1.54 | 4.30 | 10.73 | -5.44 | 0.32 | -1.61 | 0.83 | -1.61 |
| Sharpe Ratio | NA | 0.89 | 0.12 | 0.30 | 0.50 | NA | NA | … | … | 0.00 | 0.53 | -0.79 | 1.02 | -0.11 | 1.43 | 0.88 | 1.70 | 1.39 | -0.92 | 0.85 | 0.27 | -0.16 | 0.72 | 1.77 | -0.78 | -0.43 | -0.85 | -0.47 | -0.72 |
| Standard Deviation(%) | NA | 2.69 | 2.56 | 2.80 | 3.80 | NA | NA | … | … | NA | 2.76 | 2.64 | 2.34 | 3.58 | 2.56 | 3.96 | 3.92 | 5.85 | 5.87 | 2.23 | 3.72 | 3.83 | 4.63 | 5.69 | 8.35 | 4.70 | 6.68 | 5.12 | 12.40 |
| Draw Down(%) | NA | 3.43 | 4.69 | 4.69 | 12.28 | NA | NA | … | … | 0.00 | 3.43 | 3.35 | 1.91 | 4.06 | 1.42 | 2.68 | 3.53 | 6.97 | 12.14 | 1.36 | 3.20 | 2.74 | 4.59 | 4.88 | 10.91 | 4.00 | 6.31 | 3.46 | 6.21 |
| Yield(%) | 0.00 | 0.00 | 0.91 | 1.07 | 1.64 | 2.00 | 1.68 | … | … | 0.00 | 0.00 | 1.60 | 1.13 | 1.51 | 1.05 | 1.47 | 1.31 | 1.51 | 2.54 | 3.76 | 5.85 | 2.59 | 1.12 | 1.06 | 2.32 | 0.62 | 3.01 | 2.33 | 0.40 |
Data as of 01/24/2017, Common starting date is 09/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFOKX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND CLASS B) |
-3.24%
Mar 2000 – Mar 2003 |
-0.42%
Nov 1998 – Nov 2003 |
0.59%
Oct 1998 – Oct 2008 |
2.13%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFOKX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND CLASS B) |
8.82%
Feb 2009 – Feb 2012 |
5.89%
Feb 2009 – Feb 2014 |
4.63%
Sep 2002 – Sep 2012 |
2.88%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart