Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFURX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS R) | NA | -6.57% | 3.22% | 3.08% | NA | NA | NA | … | … |
Data as of 09/22/2022, Common starting date is 07/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFURX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS R) | 07/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.57 | 3.22 | 3.08 | NA | NA | NA | … | … | -7.87 | -3.72 | 8.30 | 11.61 | -4.07 | 5.10 | 4.08 | -2.06 | 4.02 | 6.07 |
| Sharpe Ratio | NA | -0.78 | 0.28 | 0.15 | NA | NA | NA | … | … | -1.11 | -0.34 | 0.57 | 1.65 | -0.93 | 0.15 | 0.82 | -0.45 | 1.04 | 2.57 |
| Standard Deviation(%) | NA | 9.28 | 10.08 | 15.42 | NA | NA | NA | … | … | 10.43 | 11.04 | 13.98 | 6.18 | 5.78 | 29.09 | 4.69 | 4.65 | 3.84 | 4.90 |
| Draw Down(%) | NA | 15.55 | 18.61 | 26.80 | NA | NA | NA | … | … | 15.14 | 11.57 | 18.61 | 5.75 | 8.35 | 19.99 | 4.21 | 5.88 | 3.33 | 2.07 |
| Yield(%) | 0.00 | 13.18 | 7.94 | 9.51 | 6.29 | 4.19 | 3.15 | … | … | 3.22 | 10.88 | 6.40 | 3.88 | 9.70 | 21.92 | 2.49 | 2.84 | 3.08 | 3.96 |
Data as of 09/22/2022, Common starting date is 07/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFURX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS R) |
0.54%
Mar 2017 – Mar 2020 |
0.99%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFURX (WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS R) |
10.13%
Dec 2018 – Dec 2021 |
6.13%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart