Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFRFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2060 FUND CLASS R) | NA | -5.23% | 7.67% | 6.79% | NA | NA | NA | … | … |
Data as of 09/22/2022, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFRFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2060 FUND CLASS R) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.23 | 7.67 | 6.79 | NA | NA | NA | … | … | -8.52 | 1.64 | 10.94 | 20.07 | -7.96 | 18.83 | 9.07 | -5.68 |
| Sharpe Ratio | NA | -0.32 | 0.35 | 0.35 | NA | NA | NA | … | … | -0.62 | 0.09 | 0.37 | 2.03 | -0.78 | 3.12 | 0.71 | -0.78 |
| Standard Deviation(%) | NA | 18.23 | 20.74 | 17.37 | NA | NA | NA | … | … | 20.12 | 17.18 | 29.19 | 9.19 | 11.85 | 5.86 | 12.52 | 14.15 |
| Draw Down(%) | NA | 20.50 | 33.12 | 33.12 | NA | NA | NA | … | … | 20.10 | 15.59 | 33.12 | 4.77 | 16.23 | 1.80 | 10.67 | 10.97 |
| Yield(%) | 0.00 | 17.25 | 8.41 | 6.52 | 3.99 | 2.66 | 1.99 | … | … | 5.09 | 14.26 | 1.52 | 1.79 | 5.17 | 1.30 | 2.22 | 0.98 |
Data as of 09/22/2022, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFRFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2060 FUND CLASS R) |
-0.61%
Mar 2017 – Mar 2020 |
5.10%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFRFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2060 FUND CLASS R) |
16.16%
Dec 2018 – Dec 2021 |
11.88%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart