Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTAX (Wells Fargo Advantage Dyn Trgt 2015 A) | NA | 878,510.76% | 1,920.43% | 533.60% | NA | NA | NA | … | … |
Data as of 02/12/2024, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDTAX (Wells Fargo Advantage Dyn Trgt 2015 A) | 12/01/2015 | 02/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 836,883.81 | 878,510.76 | 1,920.43 | 533.60 | NA | NA | NA | … | … | 849,527.07 | 7.77 | -15.38 | 9.73 | 9.21 | 16.43 | -3.15 | 13.18 | 5.43 | -1.87 |
| Sharpe Ratio | NA | 976.76 | 3.67 | 1.32 | NA | NA | NA | … | … | NA | 0.49 | -1.57 | 1.47 | 0.70 | 3.08 | -0.59 | 3.46 | 0.69 | -2.45 |
| Standard Deviation(%) | NA | 904.90 | 522.51 | 404.45 | NA | NA | NA | … | … | 2,662.01 | 7.28 | 10.70 | 6.61 | 12.76 | 4.87 | 7.54 | 3.64 | 7.57 | 8.32 |
| Draw Down(%) | NA | 7.62 | 20.32 | 20.32 | NA | NA | NA | … | … | 0.81 | 7.62 | 19.95 | 3.04 | 16.33 | 2.09 | 8.94 | 1.18 | 6.34 | 2.80 |
| Yield(%) | 0.63 | 3.54 | 4.41 | 4.23 | 4.09 | 2.73 | 2.04 | … | … | 101.95 | 3.01 | 0.96 | 9.65 | 3.09 | 2.33 | 12.12 | 4.07 | 2.06 | 0.43 |
Data as of 02/12/2024, Common starting date is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDTAX (Wells Fargo Advantage Dyn Trgt 2015 A) |
-0.19%
Sep 2019 – Sep 2022 |
2.26%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDTAX (Wells Fargo Advantage Dyn Trgt 2015 A) |
11.74%
Dec 2018 – Dec 2021 |
9.01%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart