Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFQDX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND ADMINISTRATOR CLASS) | NA | -3.20% | 8.28% | 4.97% | 7.26% | 5.21% | NA | 5.13% |
Data as of 09/22/2022, AR inception is 07/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFQDX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND ADMINISTRATOR CLASS) | 07/03/2007 | 09/22/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.20 | 8.28 | 4.97 | 7.26 | 5.21 | NA | 5.13 | -6.65 | -3.44 | 10.14 | 21.77 | -7.43 | 6.78 | 9.53 | -2.93 | 5.29 | 22.86 | 14.76 | -4.47 | 17.41 | 32.84 | -35.91 | -2.62 |
| Sharpe Ratio | NA | -0.20 | 0.38 | 0.15 | 0.32 | NA | NA | 0.21 | -0.47 | -0.16 | 0.34 | 2.27 | -0.74 | 0.13 | 0.72 | -0.23 | 0.54 | 2.25 | 1.21 | -0.20 | 1.01 | 1.25 | -1.01 | -0.46 |
| Standard Deviation(%) | NA | 18.98 | 20.81 | 27.75 | 21.06 | NA | NA | 22.19 | 21.05 | 21.29 | 28.86 | 8.96 | 11.89 | 48.75 | 12.88 | 12.93 | 9.74 | 10.14 | 12.28 | 22.25 | 17.12 | 26.22 | 36.20 | 17.30 |
| Draw Down(%) | NA | 20.39 | 32.90 | 47.86 | 47.86 | NA | NA | 53.33 | 19.97 | 19.81 | 32.90 | 4.92 | 15.87 | 32.40 | 10.97 | 13.40 | 8.08 | 6.60 | 10.92 | 20.99 | 13.54 | 25.04 | 47.78 | 10.16 |
| Yield(%) | 0.00 | 22.96 | 12.77 | 14.12 | 11.41 | 7.82 | 5.80 | 7.74 | 6.51 | 19.65 | 6.68 | 5.16 | 17.96 | 38.85 | 3.56 | 3.78 | 3.75 | 6.02 | 3.94 | 3.70 | 5.42 | 1.69 | 1.09 | 0.24 |
Data as of 09/22/2022, AR inception is 07/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFQDX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND ADMINISTRATOR CLASS) |
-5.42%
Aug 2007 - Aug 2010 |
-0.51%
Mar 2015 - Mar 2020 |
4.77%
Mar 2010 - Mar 2020 |
5.39%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFQDX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND ADMINISTRATOR CLASS) |
25.15%
Feb 2009 - Feb 2012 |
20.61%
Feb 2009 - Feb 2014 |
11.83%
Feb 2009 - Feb 2019 |
5.39%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison Chart