Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STFRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS A) | NA | -6.82% | 6.20% | 4.58% | 6.68% | 4.69% | 7.11% | … | … |
Data as of 09/22/2022, Common starting date is 03/30/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STFRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS A) | 03/30/1994 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.82 | 6.20 | 4.58 | 6.68 | 4.69 | 7.11 | … | … | -9.71 | 14.60 | 9.88 | 20.70 | -6.95 | 9.75 | 8.62 | -2.74 | 5.00 | 21.16 | 14.03 | -4.19 | 16.56 | 32.36 | -36.36 | 7.41 | 14.54 | 6.03 | 11.17 | 27.08 | -20.00 | -13.82 | -10.02 | 21.03 | 25.17 | 26.49 | 17.88 | 28.73 | 3.20 |
| Sharpe Ratio | NA | -0.48 | 0.31 | 0.17 | 0.35 | NA | NA | … | … | -0.81 | 1.40 | 0.37 | 2.37 | -0.77 | 0.24 | 0.74 | -0.24 | 0.55 | 2.18 | 1.20 | -0.20 | 0.98 | 1.24 | -1.03 | 0.30 | 1.11 | 0.42 | 1.02 | 1.90 | -0.92 | -0.83 | -0.67 | 1.12 | 1.11 | 1.49 | 1.41 | 3.26 | 0.10 |
| Standard Deviation(%) | NA | 15.75 | 18.34 | 22.88 | 17.62 | NA | NA | … | … | 17.32 | 10.42 | 26.00 | 8.10 | 10.82 | 38.24 | 11.42 | 11.59 | 9.02 | 9.68 | 11.79 | 21.50 | 16.74 | 25.96 | 36.27 | 14.50 | 10.04 | 8.88 | 9.97 | 13.85 | 22.88 | 19.97 | 21.11 | 15.78 | 19.57 | 15.27 | 9.99 | 7.59 | 9.16 |
| Draw Down(%) | NA | 19.55 | 30.25 | 40.86 | 40.86 | NA | NA | … | … | 19.10 | 4.77 | 30.25 | 4.33 | 14.79 | 25.83 | 9.70 | 12.31 | 7.52 | 6.44 | 10.45 | 20.37 | 13.44 | 24.93 | 47.96 | 10.22 | 8.74 | 6.00 | 8.09 | 12.23 | 31.12 | 30.01 | 17.02 | 9.69 | 20.90 | 10.01 | 6.68 | 4.54 | 5.58 |
| Yield(%) | 0.00 | 18.71 | 10.30 | 11.94 | 9.66 | 6.54 | 9.54 | … | … | 3.73 | 17.24 | 5.39 | 3.71 | 13.39 | 30.34 | 3.59 | 3.92 | 3.63 | 5.65 | 3.71 | 2.68 | 1.36 | 1.13 | 3.42 | 6.44 | 7.83 | 0.92 | 0.96 | 1.06 | 1.19 | 1.13 | 6.75 | 10.67 | 10.53 | 12.64 | 6.36 | 1.61 | 1.52 |
Data as of 09/22/2022, Common starting date is 03/30/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STFRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS A) |
-16.45%
Mar 2000 – Mar 2003 |
-5.73%
Feb 2004 – Feb 2009 |
-2.99%
Feb 1999 – Feb 2009 |
2.61%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STFRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND CLASS A) |
26.19%
Mar 1995 – Mar 1998 |
23.80%
Dec 1994 – Dec 1999 |
11.71%
Feb 2009 – Feb 2019 |
8.11%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart