Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFQFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND INSTITUTIONAL CLASS) | NA | -10.86% | 5.58% | 5.89% | 7.93% | 5.73% | NA | … | … |
Data as of 09/22/2022, Common starting date is 07/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFQFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND INSTITUTIONAL CLASS) | 07/06/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.86 | 5.58 | 5.89 | 7.93 | 5.73 | NA | … | … | -14.03 | 17.01 | 10.30 | 22.32 | -7.06 | 19.81 | 10.01 | -2.58 | 5.73 | 23.25 | 15.12 | -4.07 | 17.26 | 33.34 | -35.78 | -3.07 |
| Sharpe Ratio | NA | -0.68 | 0.25 | 0.17 | 0.33 | NA | NA | … | … | -1.07 | 1.46 | 0.34 | 2.32 | -0.72 | 0.34 | 0.76 | -0.20 | 0.59 | 2.29 | 1.23 | -0.18 | 1.00 | 1.27 | -1.01 | -0.51 |
| Standard Deviation(%) | NA | 17.01 | 20.32 | 30.18 | 22.66 | NA | NA | … | … | 18.58 | 11.67 | 29.03 | 8.99 | 11.79 | 56.11 | 12.88 | 12.89 | 9.68 | 10.12 | 12.30 | 22.39 | 17.16 | 26.28 | 36.10 | 17.35 |
| Draw Down(%) | NA | 20.28 | 32.73 | 47.37 | 47.37 | NA | NA | … | … | 19.90 | 5.27 | 32.73 | 4.91 | 15.42 | 32.43 | 10.95 | 13.23 | 8.07 | 6.60 | 10.90 | 20.89 | 13.81 | 25.04 | 47.67 | 10.16 |
| Yield(%) | 0.00 | 23.55 | 13.22 | 14.36 | 11.79 | 8.12 | 5.99 | … | … | 6.93 | 19.95 | 7.01 | 5.55 | 18.34 | 39.21 | 3.93 | 4.13 | 4.10 | 6.38 | 4.29 | 3.99 | 5.29 | 1.95 | 1.22 | 0.46 |
Data as of 09/22/2022, Common starting date is 07/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFQFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND INSTITUTIONAL CLASS) |
-5.26%
Aug 2007 – Aug 2010 |
0.14%
Oct 2007 – Oct 2012 |
5.37%
Oct 2007 – Oct 2017 |
5.91%
Aug 2007 – Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFQFX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND INSTITUTIONAL CLASS) |
25.40%
Feb 2009 – Feb 2012 |
20.93%
Feb 2009 – Feb 2014 |
13.43%
Feb 2009 – Feb 2019 |
5.91%
Aug 2007 – Aug 2022 |
Annualized Rolling Returns Comparison Chart