Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTFRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS R4) | NA | -6.58% | 6.51% | 4.95% | NA | NA | NA | … | … |
Data as of 09/22/2022, Common starting date is 12/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTFRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS R4) | 12/03/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.58 | 6.51 | 4.95 | NA | NA | NA | … | … | -9.54 | -2.26 | 10.21 | 17.43 | -6.64 | 10.34 | 8.53 | -2.46 | 4.79 | 15.24 | -0.18 |
| Sharpe Ratio | NA | -0.46 | 0.33 | 0.18 | NA | NA | NA | … | … | -0.80 | -0.13 | 0.38 | 1.73 | -0.73 | 0.26 | 0.72 | -0.22 | 0.53 | 1.40 | -0.23 |
| Standard Deviation(%) | NA | 15.70 | 18.34 | 22.68 | NA | NA | NA | … | … | 17.33 | 18.18 | 26.01 | 9.24 | 10.88 | 37.63 | 11.48 | 11.56 | 9.06 | 10.89 | 10.38 |
| Draw Down(%) | NA | 19.39 | 30.24 | 40.15 | NA | NA | NA | … | … | 18.99 | 17.23 | 30.24 | 4.84 | 14.55 | 25.43 | 9.62 | 12.18 | 7.81 | 7.07 | 2.05 |
| Yield(%) | 0.00 | 18.36 | 10.28 | 11.91 | 8.90 | 5.93 | 4.45 | … | … | 3.73 | 16.87 | 5.50 | 3.92 | 13.28 | 29.95 | 3.37 | 4.18 | 3.34 | 0.00 | 0.00 |
Data as of 09/22/2022, Common starting date is 12/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTFRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS R4) |
-1.60%
Mar 2017 – Mar 2020 |
0.66%
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 |
|---|---|---|---|---|
| WTFRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS R4) |
15.32%
Dec 2018 – Dec 2021 |
9.95%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart