Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPTBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2010 FUND CLASS B) | NA | 3.22% | 0.61% | 1.44% | 2.23% | 2.74% | NA | … | … |
Data as of 01/24/2017, Common starting date is 03/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPTBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2010 FUND CLASS B) | 03/27/1997 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.22 | 0.61 | 1.44 | 2.23 | 2.74 | NA | … | … | 0.00 | 1.97 | -2.12 | 2.72 | 1.05 | 4.71 | 2.72 | 7.81 | 11.44 | -11.94 | 5.79 | 6.21 | 2.20 | 5.78 | 14.92 | -9.72 | -1.52 | -0.13 | 8.61 | 8.23 | 7.11 |
| Sharpe Ratio | NA | 1.01 | 0.19 | 0.45 | 0.32 | NA | NA | … | … | 0.00 | 0.61 | -0.72 | 1.08 | 0.26 | 1.56 | 0.51 | 1.60 | 1.38 | -1.15 | 0.68 | 0.58 | -0.01 | 0.84 | 1.78 | -0.81 | -0.49 | -0.49 | 0.69 | 0.44 | 0.53 |
| Standard Deviation(%) | NA | 2.81 | 2.77 | 3.07 | 5.54 | NA | NA | … | … | NA | 2.89 | 2.97 | 2.51 | 3.89 | 3.01 | 5.28 | 4.83 | 8.22 | 11.14 | 3.89 | 4.86 | 4.81 | 5.68 | 7.98 | 13.42 | 8.29 | 8.80 | 7.61 | 10.91 | 10.87 |
| Draw Down(%) | NA | 3.77 | 4.90 | 4.90 | 21.73 | NA | NA | … | … | 0.00 | 3.77 | 3.79 | 2.03 | 4.11 | 1.94 | 3.81 | 3.48 | 9.73 | 21.09 | 2.48 | 4.47 | 3.08 | 5.02 | 7.14 | 17.71 | 10.96 | 5.07 | 4.60 | 8.89 | 8.44 |
| Yield(%) | 0.00 | 0.12 | 2.29 | 2.25 | 2.19 | 2.38 | 2.95 | … | … | 0.00 | 0.12 | 4.53 | 2.27 | 2.54 | 1.70 | 0.91 | 1.44 | 1.70 | 2.72 | 3.57 | 7.30 | 1.08 | 0.66 | 0.83 | 1.72 | 2.73 | 5.99 | 9.69 | 1.76 | 1.31 |
Data as of 01/24/2017, Common starting date is 03/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPTBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2010 FUND CLASS B) |
-5.12%
Mar 2000 – Mar 2003 |
-1.12%
Sep 1997 – Sep 2002 |
0.94%
Nov 1998 – Nov 2008 |
2.26%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPTBX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2010 FUND CLASS B) |
10.95%
Feb 2009 – Feb 2012 |
7.71%
Sep 2002 – Sep 2007 |
5.26%
Sep 2002 – Sep 2012 |
3.67%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart