Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFTYX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND INSTITUTIONAL CLASS) | NA | -9.76% | 3.27% | 4.34% | 5.20% | 4.33% | NA | 4.29% |
Data as of 09/22/2022, AR inception is 07/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFTYX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 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 | -9.76 | 3.27 | 4.34 | 5.20 | 4.33 | NA | 4.29 | -11.57 | 9.72 | 9.33 | 17.48 | -4.20 | 12.22 | 6.05 | -1.44 | 4.77 | 12.23 | 10.68 | 0.23 | 14.07 | 23.80 | -26.70 | -0.71 |
| Sharpe Ratio | NA | -1.06 | 0.24 | 0.10 | 0.18 | NA | NA | 0.16 | -1.52 | 1.48 | 0.53 | 3.05 | -0.77 | 0.15 | 0.94 | -0.24 | 0.92 | 1.86 | 1.41 | 0.01 | 1.27 | 1.31 | -1.07 | -0.33 |
| Standard Deviation(%) | NA | 9.88 | 11.92 | 37.06 | 26.51 | NA | NA | 23.55 | 10.87 | 6.54 | 17.12 | 5.25 | 7.28 | 80.02 | 6.23 | 6.10 | 5.14 | 6.56 | 7.62 | 13.34 | 11.02 | 18.16 | 25.68 | 12.56 |
| Draw Down(%) | NA | 16.29 | 21.79 | 48.92 | 48.92 | NA | NA | 48.92 | 15.97 | 3.22 | 21.79 | 2.20 | 9.49 | 43.04 | 4.22 | 7.21 | 4.33 | 5.02 | 6.44 | 12.13 | 8.34 | 18.82 | 37.83 | 7.52 |
| Yield(%) | 0.00 | 15.92 | 10.98 | 14.28 | 9.93 | 7.36 | 5.49 | 7.31 | 4.05 | 13.28 | 10.73 | 6.74 | 15.33 | 48.22 | 3.66 | 3.64 | 3.71 | 5.11 | 4.19 | 4.37 | 4.12 | 1.88 | 1.88 | 0.96 |
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 |
|---|---|---|---|---|
| WFTYX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND INSTITUTIONAL CLASS) |
-2.02%
Aug 2007 - Aug 2010 |
1.59%
Oct 2007 - Oct 2012 |
4.05%
Oct 2007 - Oct 2017 |
4.47%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFTYX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND INSTITUTIONAL CLASS) |
19.86%
Feb 2009 - Feb 2012 |
15.41%
Feb 2009 - Feb 2014 |
9.71%
Feb 2009 - Feb 2019 |
4.47%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison Chart