Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFQRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2035 FUND INSTITUTIONAL CLASS) | NA | -10.71% | 4.43% | 5.19% | 6.83% | 5.10% | NA | 5.00% |
Data as of 09/22/2022, AR inception is 07/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFQRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2035 FUND INSTITUTIONAL 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 | -10.71 | 4.43 | 5.19 | 6.83 | 5.10 | NA | 5.00 | -13.09 | 13.07 | 10.42 | 20.23 | -5.81 | 16.64 | 8.26 | -1.88 | 5.30 | 19.17 | 13.73 | -2.76 | 16.29 | 31.52 | -34.05 | -2.37 |
| Sharpe Ratio | NA | -0.85 | 0.25 | 0.15 | 0.30 | NA | NA | 0.21 | -1.26 | 1.42 | 0.43 | 2.59 | -0.73 | 0.29 | 0.81 | -0.19 | 0.66 | 2.15 | 1.28 | -0.14 | 1.05 | 1.28 | -1.02 | -0.45 |
| Standard Deviation(%) | NA | 13.41 | 16.28 | 28.50 | 21.06 | NA | NA | 21.52 | 14.69 | 9.16 | 23.41 | 7.25 | 9.90 | 56.14 | 9.92 | 9.95 | 7.97 | 8.88 | 10.75 | 19.53 | 15.45 | 24.50 | 34.10 | 16.56 |
| Draw Down(%) | NA | 18.53 | 27.72 | 43.70 | 43.70 | NA | NA | 50.95 | 17.95 | 4.24 | 27.72 | 3.73 | 13.25 | 32.51 | 8.23 | 10.73 | 6.65 | 6.02 | 9.44 | 18.30 | 12.22 | 23.82 | 45.78 | 9.62 |
| Yield(%) | 0.00 | 17.95 | 10.79 | 12.99 | 10.23 | 7.26 | 5.37 | 7.17 | 3.76 | 16.20 | 7.72 | 4.76 | 13.60 | 38.28 | 3.81 | 4.07 | 4.02 | 5.78 | 3.72 | 2.91 | 3.65 | 1.54 | 1.38 | 1.07 |
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 |
|---|---|---|---|---|
| WFQRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2035 FUND INSTITUTIONAL CLASS) |
-4.49%
Aug 2007 - Aug 2010 |
0.47%
Oct 2007 - Oct 2012 |
4.76%
Oct 2007 - Oct 2017 |
5.27%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFQRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2035 FUND INSTITUTIONAL CLASS) |
24.23%
Feb 2009 - Feb 2012 |
19.43%
Feb 2009 - Feb 2014 |
12.28%
Feb 2009 - Feb 2019 |
5.27%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison Chart