Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFQUX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2055 FUND INSTITUTIONAL CLASS) | NA | -3.74% | 8.33% | 6.78% | 8.31% | NA | NA | 7.79% |
Data as of 09/22/2022, AR inception is 07/05/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFQUX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2055 FUND INSTITUTIONAL CLASS) | 07/05/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.74 | 8.33 | 6.78 | 8.31 | NA | NA | 7.79 | -7.28 | -3.23 | 10.40 | 22.38 | -7.18 | 15.78 | 9.37 | -2.57 | 5.69 | 23.14 | 15.16 | -9.39 |
| Sharpe Ratio | NA | -0.23 | 0.38 | 0.29 | 0.47 | NA | NA | 0.42 | -0.52 | -0.15 | 0.35 | 2.34 | -0.72 | 0.57 | 0.71 | -0.20 | 0.58 | 2.29 | 1.23 | -0.64 |
| Standard Deviation(%) | NA | 18.79 | 20.91 | 21.05 | 16.74 | NA | NA | 17.19 | 20.82 | 21.14 | 29.23 | 8.96 | 11.84 | 26.93 | 12.85 | 12.91 | 9.80 | 10.11 | 12.36 | 28.16 |
| Draw Down(%) | NA | 20.24 | 33.02 | 36.57 | 36.57 | NA | NA | 36.57 | 19.88 | 19.84 | 33.02 | 4.85 | 15.64 | 18.19 | 10.91 | 13.30 | 8.09 | 6.54 | 10.89 | 19.59 |
| Yield(%) | 0.00 | 22.57 | 11.10 | 11.20 | 9.36 | 6.39 | 4.79 | 8.71 | 5.86 | 19.88 | 2.36 | 2.71 | 10.96 | 22.40 | 1.91 | 1.61 | 2.73 | 3.14 | 1.72 | 0.00 |
Data as of 09/22/2022, AR inception is 07/05/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFQUX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2055 FUND INSTITUTIONAL CLASS) |
-0.97%
Mar 2017 - Mar 2020 |
1.25%
Mar 2015 - Mar 2020 |
7.67%
Jun 2012 - Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFQUX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2055 FUND INSTITUTIONAL CLASS) |
16.63%
Sep 2011 - Sep 2014 |
11.67%
Oct 2016 - Oct 2021 |
10.79%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart