Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOTDX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND INSTITUTIONAL CLASS) | NA | -9.36% | 1.54% | 2.93% | 2.53% | 3.46% | NA | … | … |
Data as of 09/22/2022, Common starting date is 07/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOTDX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND INSTITUTIONAL CLASS) | 07/02/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.36 | 1.54 | 2.93 | 2.53 | 3.46 | NA | … | … | -10.28 | 5.68 | 8.09 | 13.35 | -2.38 | 6.38 | 2.75 | -0.81 | 3.62 | 0.99 | 4.99 | 4.85 | 8.79 | 9.69 | -3.18 | 6.16 | 5.67 | 2.76 | 4.54 |
| Sharpe Ratio | NA | -1.39 | 0.15 | 0.16 | 0.22 | NA | NA | … | … | -1.84 | 1.34 | 0.75 | 3.81 | -0.94 | 0.23 | 0.89 | -0.32 | 1.55 | 0.24 | 1.87 | 1.23 | 2.19 | 1.63 | -0.70 | 1.36 | 0.61 | 0.13 | 2.05 |
| Standard Deviation(%) | NA | 7.19 | 7.68 | 13.01 | 9.41 | NA | NA | … | … | 8.05 | 4.23 | 10.46 | 3.11 | 4.01 | 25.51 | 2.84 | 2.66 | 2.33 | 3.92 | 2.66 | 3.93 | 3.97 | 5.89 | 5.91 | 2.22 | 3.68 | 3.81 | 3.93 |
| Draw Down(%) | NA | 14.48 | 14.80 | 19.60 | 19.60 | NA | NA | … | … | 14.20 | 2.48 | 14.80 | 0.77 | 4.98 | 16.37 | 3.46 | 2.88 | 1.77 | 3.89 | 1.35 | 2.62 | 3.47 | 6.81 | 11.66 | 1.26 | 3.02 | 2.53 | 1.78 |
| Yield(%) | 0.00 | 10.09 | 6.53 | 8.11 | 5.30 | 4.97 | 4.52 | … | … | 2.83 | 8.67 | 5.73 | 3.74 | 6.56 | 18.31 | 2.47 | 2.47 | 2.69 | 3.04 | 2.87 | 3.03 | 3.60 | 2.96 | 3.89 | 5.15 | 7.18 | 3.87 | 1.46 |
Data as of 09/22/2022, Common starting date is 07/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOTDX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND INSTITUTIONAL CLASS) |
0.58%
Feb 2006 – Feb 2009 |
1.78%
Oct 2013 – Oct 2018 |
2.54%
Jun 2012 – Jun 2022 |
3.42%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOTDX (WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND INSTITUTIONAL CLASS) |
10.47%
Feb 2009 – Feb 2012 |
7.39%
Feb 2009 – Feb 2014 |
4.94%
Aug 2004 – Aug 2014 |
4.68%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart