Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFWRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND CLASS R) | NA | -3.67% | 8.12% | 7.07% | NA | NA | NA | … | … |
Data as of 09/22/2022, Common starting date is 07/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFWRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND CLASS R) | 07/03/2013 | 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.67 | 8.12 | 7.07 | NA | NA | NA | … | … | -7.01 | -3.41 | 10.58 | 16.88 | -7.80 | 18.92 | 9.18 | -3.35 | 5.14 | 13.51 |
| Sharpe Ratio | NA | -0.23 | 0.37 | 0.36 | NA | NA | NA | … | … | -0.50 | -0.16 | 0.36 | 1.48 | -0.78 | 3.19 | 0.69 | -0.26 | 0.53 | 3.20 |
| Standard Deviation(%) | NA | 18.84 | 20.76 | 17.36 | NA | NA | NA | … | … | 20.91 | 21.19 | 28.84 | 10.45 | 11.74 | 5.75 | 12.87 | 12.90 | 9.76 | 9.09 |
| Draw Down(%) | NA | 20.43 | 32.82 | 32.82 | NA | NA | NA | … | … | 20.05 | 19.72 | 32.82 | 6.20 | 16.11 | 1.74 | 10.95 | 13.51 | 8.15 | 3.80 |
| Yield(%) | 0.00 | 22.43 | 12.41 | 13.91 | 10.15 | 6.76 | 5.07 | … | … | 6.29 | 19.18 | 6.34 | 4.78 | 17.75 | 38.47 | 3.22 | 3.43 | 3.60 | 4.91 |
Data as of 09/22/2022, Common starting date is 07/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFWRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND CLASS R) |
-0.54%
Mar 2017 – Mar 2020 |
1.31%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFWRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND CLASS R) |
15.96%
Dec 2018 – Dec 2021 |
11.87%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart