Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WOTRX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND CLASS R4) | NA | -7.54% | 2.08% | 2.65% | NA | NA | NA | 2.16% |
Data as of 09/22/2022, AR inception is 12/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOTRX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND CLASS R4) | 12/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.54 | 2.08 | 2.65 | NA | NA | NA | 2.16 | -8.43 | -3.04 | 7.87 | 11.68 | -2.63 | 3.08 | 2.56 | -0.97 | 4.24 | -2.07 | -1.33 |
| Sharpe Ratio | NA | -1.10 | 0.22 | 0.15 | NA | NA | NA | 0.17 | -1.47 | -0.37 | 0.74 | 2.32 | -1.00 | 0.10 | 0.82 | -0.38 | 1.58 | -0.52 | -4.11 |
| Standard Deviation(%) | NA | 7.47 | 7.70 | 12.24 | NA | NA | NA | 8.99 | 8.41 | 8.17 | 10.29 | 4.43 | 3.97 | 23.53 | 2.84 | 2.65 | 2.68 | 4.07 | 3.98 |
| Draw Down(%) | NA | 14.51 | 14.76 | 19.61 | NA | NA | NA | 19.61 | 14.21 | 8.21 | 14.76 | 2.68 | 5.01 | 16.26 | 3.55 | 2.88 | 1.85 | 4.54 | 1.60 |
| Yield(%) | 0.00 | 9.80 | 6.33 | 7.92 | 4.64 | 3.10 | 2.32 | 5.16 | 2.60 | 8.48 | 5.64 | 3.58 | 6.39 | 17.91 | 2.18 | 2.32 | 3.20 | 0.00 | 0.00 |
Data as of 09/22/2022, AR inception is 12/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOTRX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND CLASS R4) |
0.27%
Jan 2013 - Jan 2016 |
0.69%
Apr 2013 - Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOTRX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND CLASS R4) |
8.84%
Dec 2018 - Dec 2021 |
5.29%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart