Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFTRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND ADMINISTRATOR CLASS) | NA | -6.16% | 4.38% | 0.72% | 3.18% | 2.87% | NA | … | … |
Data as of 09/22/2022, Common starting date is 07/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFTRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND ADMINISTRATOR 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 | -6.16 | 4.38 | 0.72 | 3.18 | 2.87 | NA | … | … | -7.89 | -3.63 | 9.07 | 16.85 | -4.60 | -8.40 | 5.68 | -1.80 | 4.38 | 11.82 | 10.30 | -0.13 | 13.12 | 23.52 | -26.66 | -0.87 |
| Sharpe Ratio | NA | -0.63 | 0.33 | 0.00 | 0.12 | NA | NA | … | … | -0.96 | -0.28 | 0.51 | 2.92 | -0.82 | -0.14 | 0.87 | -0.30 | 0.85 | 1.80 | 1.36 | -0.01 | 1.18 | 1.30 | -1.07 | -0.35 |
| Standard Deviation(%) | NA | 10.85 | 12.19 | 31.26 | 22.47 | NA | NA | … | … | 12.10 | 13.10 | 17.13 | 5.29 | 7.23 | 66.28 | 6.30 | 6.13 | 5.17 | 6.54 | 7.62 | 13.35 | 11.06 | 18.07 | 25.78 | 12.50 |
| Draw Down(%) | NA | 16.40 | 21.74 | 48.99 | 48.99 | NA | NA | … | … | 15.95 | 13.36 | 21.74 | 2.18 | 10.00 | 42.61 | 4.21 | 7.26 | 4.32 | 5.00 | 6.42 | 12.24 | 8.75 | 18.77 | 37.82 | 7.52 |
| Yield(%) | 0.00 | 15.08 | 10.42 | 13.97 | 9.57 | 7.02 | 5.24 | … | … | 3.62 | 12.75 | 10.25 | 6.26 | 14.70 | 47.67 | 3.31 | 3.26 | 3.33 | 4.75 | 3.84 | 4.01 | 3.17 | 1.84 | 1.92 | 0.42 |
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 |
|---|---|---|---|---|
| WFTRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND ADMINISTRATOR CLASS) |
-4.77%
Mar 2017 – Mar 2020 |
-1.85%
Mar 2015 – Mar 2020 |
2.19%
May 2008 – May 2018 |
3.01%
Aug 2007 – Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFTRX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND ADMINISTRATOR CLASS) |
19.39%
Feb 2009 – Feb 2012 |
14.98%
Feb 2009 – Feb 2014 |
7.12%
Feb 2009 – Feb 2019 |
3.01%
Aug 2007 – Aug 2022 |
Annualized Rolling Returns Comparison Chart