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Wells Fargo Target 2040 Fund - Class R6 (WFOSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.55+0.02 (+0.11%)
As of 8:06AM EDT. Market open.

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return6.89%
5-Year Average Return6.75%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Feb. 3, 2019)33.03%
Worst 1 Yr Total Return (Feb. 3, 2019)-36.06%
Best 3-Yr Total Return33.03%
Worst 3-Yr Total Return-7.35%

Trailing Returns (%) Vs. Benchmarks

ReturnWFOSXCategory
YTD13.39%10.80%
1-Month1.81%1.06%
3-Month2.37%6.14%
1-Year24.98%33.59%
3-Year12.99%12.99%
5-Year10.24%12.87%
10-Year10.23%9.72%
Last Bull Market19.11%19.05%
Last Bear Market-17.64%-17.54%

Annual Total Return (%) History

Year
WFOSXCategory
2021
N/AN/A
2020
10.36%14.56%
2019
21.19%23.19%
2018
-6.47%-7.74%
2017
18.15%19.52%
2016
9.10%7.95%
2015
-2.26%-1.99%
2014
5.54%5.25%
2013
21.74%19.97%
2012
14.70%14.64%
2011
-3.75%-3.49%
2010
16.97%14.37%
2009
33.03%30.90%
2008
-36.06%-37.94%
2007
7.98%6.21%
2006
15.19%14.67%
2005
6.55%7.41%
2004
N/A11.71%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20214.58%N/AN/AN/A
2020-19.25%15.20%5.09%12.89%
20199.96%3.06%0.92%5.96%
2018-1.26%1.10%3.62%-9.57%
20175.71%3.00%3.74%4.60%
20161.56%2.03%4.64%0.63%
20153.12%-0.36%-7.98%3.38%
20141.69%4.35%-2.61%2.13%
20137.29%-0.16%7.03%6.19%
201210.78%-4.06%5.23%2.55%
20114.74%0.32%-15.36%8.24%
20105.16%-9.44%12.39%9.28%
2009-9.60%20.73%17.02%4.16%
2008-8.13%-0.94%-11.24%-20.84%
20072.91%5.94%1.70%-2.61%
20065.48%-1.43%2.90%7.67%
2005-2.06%1.60%4.89%2.08%
2004-1.58%10.08%N/AN/A

Rank In Category (By Total Return)

YTD51
1-Month81
3-Month71
1-Year82
3-Year89
5-Year91

Load Adjusted Returns

1-Year31.47%
3-Year11.57%
5-Year11.52%
10-Year8.96%