Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDJX (Wells Fargo Advantage Dyn Trgt 2045 R4) | NA | -582,662.46% | 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 |
|---|---|---|
| WTDJX (Wells Fargo Advantage Dyn Trgt 2045 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 (%) | -521,621.50 | -582,662.46 | nan | nan | NA | NA | NA | … | … | -535,273.89 | 16.54 | -16.50 | 17.41 | 13.40 | 21.88 | -4.84 | 21.20 | 7.68 | -1.98 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.11 | -1.05 | 1.45 | 0.59 | 2.25 | -0.47 | 3.28 | 0.64 | -1.68 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 11.17 | 17.17 | 11.95 | 22.05 | 9.10 | 13.12 | 6.30 | 11.67 | 13.28 |
| Draw Down(%) | NA | 517,660.57 | 516,295.36 | 516,295.36 | NA | NA | NA | … | … | 517,660.57 | 10.28 | 23.91 | 5.33 | 25.64 | 5.16 | 14.68 | 2.19 | 9.40 | 3.52 |
| Yield(%) | 29.97 | 35.16 | 14.75 | 12.43 | 9.26 | 6.17 | 4.63 | … | … | 103.65 | 2.61 | 1.87 | 13.37 | 1.82 | 2.20 | 19.06 | 5.69 | 3.62 | 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 |
|---|---|---|---|---|
| WTDJX (Wells Fargo Advantage Dyn Trgt 2045 R4) |
2.74%
Sep 2019 – Sep 2022 |
4.40%
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 |
|---|---|---|---|---|
| WTDJX (Wells Fargo Advantage Dyn Trgt 2045 R4) |
17.51%
Dec 2018 – Dec 2021 |
14.07%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart