Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFQPX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2045 FUND INSTITUTIONAL CLASS) | NA | -10.71% | 5.34% | 5.77% | 7.79% | 5.69% | NA | … | … |
Data as of 09/22/2022, Common starting date is 07/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFQPX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2045 FUND INSTITUTIONAL CLASS) | 07/03/2007 | 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 | -10.71 | 5.34 | 5.77 | 7.79 | 5.69 | NA | … | … | -13.75 | 16.04 | 10.35 | 21.90 | -6.75 | 19.36 | 9.70 | -2.48 | 5.62 | 23.10 | 15.02 | -4.05 | 17.56 | 33.23 | -35.50 | -2.60 |
| Sharpe Ratio | NA | -0.71 | 0.25 | 0.17 | 0.34 | NA | NA | … | … | -1.10 | 1.45 | 0.36 | 2.37 | -0.71 | 0.35 | 0.76 | -0.20 | 0.58 | 2.27 | 1.23 | -0.18 | 1.02 | 1.26 | -1.00 | -0.46 |
| Standard Deviation(%) | NA | 16.13 | 19.42 | 28.66 | 21.61 | NA | NA | … | … | 17.60 | 11.04 | 27.85 | 8.62 | 11.53 | 53.08 | 12.44 | 12.58 | 9.64 | 10.17 | 12.27 | 22.35 | 17.10 | 26.27 | 36.50 | 17.30 |
| Draw Down(%) | NA | 19.90 | 31.69 | 45.44 | 45.44 | NA | NA | … | … | 19.43 | 5.07 | 31.69 | 4.67 | 15.27 | 31.00 | 10.57 | 13.00 | 8.04 | 6.52 | 10.81 | 20.93 | 13.35 | 25.23 | 47.55 | 10.08 |
| Yield(%) | 0.00 | 23.00 | 12.96 | 13.69 | 11.29 | 7.91 | 5.86 | … | … | 5.20 | 20.95 | 8.35 | 3.99 | 13.14 | 37.32 | 3.70 | 4.12 | 4.14 | 6.34 | 3.35 | 1.77 | 4.01 | 1.77 | 1.20 | 1.04 |
Data as of 09/22/2022, Common starting date is 07/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFQPX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2045 FUND INSTITUTIONAL CLASS) |
-5.06%
Aug 2007 – Aug 2010 |
0.31%
Oct 2007 – Oct 2012 |
5.37%
Oct 2007 – Oct 2017 |
5.87%
Aug 2007 – Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFQPX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2045 FUND INSTITUTIONAL CLASS) |
25.49%
Feb 2009 – Feb 2012 |
20.91%
Feb 2009 – Feb 2014 |
13.37%
Feb 2009 – Feb 2019 |
5.87%
Aug 2007 – Aug 2022 |
Annualized Rolling Returns Comparison Chart