Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFSFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2060 FUND CLASS R4) | NA | -4.47% | 7.98% | 7.22% | 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 |
|---|---|---|
| WFSFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2060 FUND CLASS R4) | 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 | -4.47 | 7.98 | 7.22 | NA | NA | NA | … | … | -7.95 | 2.39 | 10.32 | 20.28 | -7.29 | 19.50 | 9.67 | -5.38 |
| Sharpe Ratio | NA | -0.28 | 0.36 | 0.37 | NA | NA | NA | … | … | -0.58 | 0.14 | 0.34 | 2.00 | -0.73 | 3.22 | 0.75 | -0.75 |
| Standard Deviation(%) | NA | 18.42 | 20.84 | 17.45 | NA | NA | NA | … | … | 20.36 | 16.83 | 29.27 | 9.44 | 11.86 | 5.89 | 12.56 | 13.95 |
| Draw Down(%) | NA | 20.22 | 33.13 | 33.13 | NA | NA | NA | … | … | 19.92 | 15.10 | 33.13 | 4.82 | 15.79 | 1.82 | 10.63 | 10.86 |
| Yield(%) | 0.00 | 17.49 | 8.69 | 6.83 | 4.12 | 2.74 | 2.06 | … | … | 5.43 | 14.24 | 1.82 | 2.21 | 5.40 | 1.82 | 1.03 | 0.00 |
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 |
|---|---|---|---|---|
| WFSFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2060 FUND CLASS R4) |
-0.02%
Mar 2017 – Mar 2020 |
5.49%
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 |
|---|---|---|---|---|
| WFSFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2060 FUND CLASS R4) |
16.38%
Dec 2018 – Dec 2021 |
12.27%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart