Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDEX (Wells Fargo Advantage Dyn Trgt 2040 R4) | NA | 209,620.73% | 1,169.05% | 387.57% | 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 |
|---|---|---|
| WTDEX (Wells Fargo Advantage Dyn Trgt 2040 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 (%) | 188,170.50 | 209,620.73 | 1,169.05 | 387.57 | NA | NA | NA | … | … | 193,160.00 | 15.67 | -16.56 | 16.21 | 13.10 | 21.43 | -4.53 | 20.76 | 7.57 | -2.08 |
| Sharpe Ratio | NA | 280.08 | 2.68 | 1.14 | NA | NA | NA | … | … | NA | 1.08 | -1.10 | 1.44 | 0.62 | 2.36 | -0.47 | 3.29 | 0.65 | -1.82 |
| Standard Deviation(%) | NA | 754.79 | 435.95 | 337.56 | NA | NA | NA | … | … | 2,220.16 | 10.70 | 16.39 | 11.25 | 20.59 | 8.49 | 12.59 | 6.14 | 11.37 | 12.88 |
| Draw Down(%) | NA | 9.95 | 23.96 | 24.18 | NA | NA | NA | … | … | 1.50 | 9.95 | 23.66 | 5.02 | 24.18 | 4.65 | 14.00 | 2.19 | 9.00 | 3.42 |
| Yield(%) | 25.03 | 29.74 | 13.00 | 10.95 | 8.49 | 5.66 | 4.24 | … | … | 103.76 | 2.68 | 1.87 | 12.79 | 1.77 | 2.14 | 18.69 | 5.56 | 3.39 | 0.64 |
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 |
|---|---|---|---|---|
| WTDEX (Wells Fargo Advantage Dyn Trgt 2040 R4) |
2.32%
Sep 2019 – Sep 2022 |
4.17%
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 |
|---|---|---|---|---|
| WTDEX (Wells Fargo Advantage Dyn Trgt 2040 R4) |
16.86%
Dec 2018 – Dec 2021 |
13.72%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart