Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTTX (Wells Fargo Advantage Dyn Trgt 2035 A) | NA | -1,130,725.58% | nan% | nan% | 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 |
|---|---|---|
| WDTTX (Wells Fargo Advantage Dyn Trgt 2035 A) | 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 (%) | -1,025,187.07 | -1,130,725.58 | nan | nan | NA | NA | NA | … | … | -1,049,615.45 | 14.43 | -16.32 | 15.02 | 13.49 | 20.61 | -4.55 | 19.74 | 7.07 | -1.95 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.01 | -1.14 | 1.42 | 0.68 | 2.38 | -0.49 | 3.24 | 0.63 | -1.77 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 10.19 | 15.59 | 10.55 | 19.55 | 8.08 | 12.00 | 5.93 | 10.87 | 12.44 |
| Draw Down(%) | NA | 1,018,165.93 | 995,988.76 | 995,988.76 | NA | NA | NA | … | … | 1,018,165.93 | 9.75 | 23.01 | 4.83 | 22.77 | 4.36 | 13.45 | 2.03 | 8.67 | 3.41 |
| Yield(%) | 20.57 | 24.51 | 11.15 | 9.41 | 7.56 | 5.04 | 3.78 | … | … | 102.99 | 2.47 | 1.35 | 11.98 | 1.58 | 1.82 | 17.71 | 5.30 | 3.30 | 0.57 |
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 |
|---|---|---|---|---|
| WDTTX (Wells Fargo Advantage Dyn Trgt 2035 A) |
2.20%
Sep 2019 – Sep 2022 |
3.98%
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 |
|---|---|---|---|---|
| WDTTX (Wells Fargo Advantage Dyn Trgt 2035 A) |
16.33%
Dec 2018 – Dec 2021 |
13.15%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart