Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFSRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2015 FUND CLASS R4) | NA | -6.50% | 3.02% | 2.62% | 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 |
|---|---|---|
| WFSRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2015 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 | -6.50 | 3.02 | 2.62 | NA | NA | NA | … | … | -7.74 | -4.55 | 8.23 | 10.66 | -3.16 | 1.48 | 3.63 | -1.48 | 3.05 | 1.50 | -0.79 |
| Sharpe Ratio | NA | -0.87 | 0.30 | 0.11 | NA | NA | NA | … | … | -1.24 | -0.42 | 0.65 | 1.27 | -0.93 | 0.02 | 0.89 | -0.40 | 0.99 | 0.29 | -2.26 |
| Standard Deviation(%) | NA | 8.23 | 8.84 | 17.64 | NA | NA | NA | … | … | 9.22 | 10.78 | 12.18 | 7.28 | 4.84 | 36.01 | 3.85 | 3.79 | 3.06 | 4.99 | 4.44 |
| Draw Down(%) | NA | 14.80 | 16.56 | 28.75 | NA | NA | NA | … | … | 14.60 | 10.56 | 16.56 | 6.47 | 6.39 | 24.56 | 4.92 | 4.32 | 2.82 | 4.55 | 1.38 |
| Yield(%) | 0.00 | 12.64 | 8.92 | 11.08 | 6.50 | 4.34 | 3.25 | … | … | 2.98 | 11.25 | 9.04 | 5.84 | 13.36 | 26.88 | 2.63 | 2.81 | 1.87 | 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 |
|---|---|---|---|---|
| WFSRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2015 FUND CLASS R4) |
0.10%
Apr 2015 – Apr 2018 |
0.46%
Oct 2013 – Oct 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFSRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2015 FUND CLASS R4) |
9.81%
Dec 2018 – Dec 2021 |
5.41%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart