Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTGX (Wells Fargo Advantage Dyn Trgt 2020 R4) | NA | 1,701,437.62% | 2,425.04% | 626.94% | NA | NA | NA | … | … |
Data as of 02/12/2024, Common starting date is 12/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDTGX (Wells Fargo Advantage Dyn Trgt 2020 R4) | 12/02/2015 | 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 (%) | 1,599,020.53 | 1,701,437.62 | 2,425.04 | 626.94 | NA | NA | NA | … | … | 1,630,283.88 | 9.23 | -16.12 | 11.80 | 9.78 | 17.86 | -3.07 | 15.12 | 6.63 | -1.51 |
| Sharpe Ratio | NA | 1,772.81 | 4.35 | 1.45 | NA | NA | NA | … | … | NA | 0.63 | -1.51 | 1.60 | 0.65 | 2.96 | -0.51 | 3.42 | 0.75 | -1.82 |
| Standard Deviation(%) | NA | 965.47 | 557.50 | 431.54 | NA | NA | NA | … | … | 2,839.77 | 7.93 | 11.64 | 7.35 | 14.55 | 5.57 | 8.63 | 4.26 | 8.56 | 9.67 |
| Draw Down(%) | NA | 8.08 | 21.28 | 21.28 | NA | NA | NA | … | … | 0.98 | 8.08 | 21.02 | 3.33 | 18.43 | 2.47 | 9.70 | 1.44 | 6.77 | 2.61 |
| Yield(%) | 1.75 | 4.87 | 5.05 | 4.66 | 4.69 | 3.13 | 2.35 | … | … | 106.89 | 3.21 | 0.77 | 10.72 | 2.58 | 2.37 | 13.78 | 4.60 | 3.18 | 0.50 |
Data as of 02/12/2024, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDTGX (Wells Fargo Advantage Dyn Trgt 2020 R4) |
0.35%
Sep 2019 – Sep 2022 |
2.82%
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 |
|---|---|---|---|---|
| WDTGX (Wells Fargo Advantage Dyn Trgt 2020 R4) |
13.10%
Dec 2018 – Dec 2021 |
10.27%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart