Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFOOX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND INSTITUTIONAL CLASS) | NA | -10.30% | 3.83% | 4.76% | 6.07% | 4.67% | NA | … | … |
Data as of 09/22/2022, Common starting date is 07/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFOOX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 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 | -10.30 | 3.83 | 4.76 | 6.07 | 4.67 | NA | … | … | -12.32 | 11.31 | 9.88 | 18.81 | -4.97 | 14.48 | 7.23 | -1.51 | 5.08 | 15.92 | 12.25 | -1.37 | 15.31 | 28.00 | -31.38 | 7.85 | 13.34 | 5.71 | 8.33 |
| Sharpe Ratio | NA | -0.94 | 0.24 | 0.18 | 0.34 | NA | NA | … | … | -1.37 | 1.44 | 0.48 | 2.80 | -0.75 | 0.33 | 0.85 | -0.19 | 0.77 | 2.06 | 1.32 | -0.08 | 1.13 | 1.29 | -1.05 | 0.37 | 1.13 | 0.45 | 2.03 |
| Standard Deviation(%) | NA | 11.64 | 14.04 | 22.07 | 16.42 | NA | NA | … | … | 12.81 | 7.84 | 20.13 | 6.19 | 8.52 | 41.93 | 8.21 | 8.03 | 6.58 | 7.70 | 9.30 | 16.75 | 13.49 | 21.71 | 30.59 | 12.60 | 8.85 | 7.68 | 7.92 |
| Draw Down(%) | NA | 17.45 | 24.77 | 35.52 | 35.52 | NA | NA | … | … | 16.94 | 3.60 | 24.77 | 3.01 | 11.44 | 25.46 | 6.25 | 8.91 | 5.55 | 5.51 | 8.07 | 15.58 | 10.35 | 21.66 | 42.59 | 8.80 | 7.55 | 5.11 | 4.63 |
| Yield(%) | 0.00 | 16.45 | 9.86 | 11.64 | 8.96 | 6.50 | 6.76 | … | … | 3.80 | 14.29 | 7.00 | 4.68 | 13.02 | 29.11 | 4.24 | 3.90 | 3.77 | 5.35 | 3.92 | 3.07 | 2.24 | 2.01 | 2.84 | 5.34 | 10.70 | 3.17 | 0.85 |
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 |
|---|---|---|---|---|
| WFOOX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND INSTITUTIONAL CLASS) |
-11.30%
Feb 2006 – Feb 2009 |
0.30%
May 2007 – May 2012 |
4.33%
May 2007 – May 2017 |
4.47%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFOOX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND INSTITUTIONAL CLASS) |
22.31%
Feb 2009 – Feb 2012 |
17.61%
Feb 2009 – Feb 2014 |
11.13%
Feb 2009 – Feb 2019 |
6.71%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart