Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDMX (Wells Fargo Advantage Dyn Trgt 2050 C) | NA | 190,882.87% | 1,129.26% | 379.14% | 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 |
|---|---|---|
| WTDMX (Wells Fargo Advantage Dyn Trgt 2050 C) | 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 (%) | 171,453.51 | 190,882.87 | 1,129.26 | 379.14 | NA | NA | NA | … | … | 175,952.29 | 16.15 | -17.19 | 17.19 | 13.89 | 20.73 | -6.18 | 19.95 | 6.57 | -2.07 |
| Sharpe Ratio | NA | 258.21 | 2.62 | 1.13 | NA | NA | NA | … | … | NA | 1.02 | -1.04 | 1.36 | 0.58 | 2.07 | -0.57 | 3.07 | 0.55 | -1.75 |
| Standard Deviation(%) | NA | 746.17 | 431.01 | 333.77 | NA | NA | NA | … | … | 2,194.85 | 11.73 | 17.91 | 12.60 | 23.30 | 9.34 | 13.17 | 6.33 | 11.65 | 13.28 |
| Draw Down(%) | NA | 10.75 | 25.18 | 26.75 | NA | NA | NA | … | … | 1.75 | 10.75 | 24.78 | 5.70 | 26.75 | 5.43 | 15.58 | 2.29 | 9.50 | 3.62 |
| Yield(%) | 47.54 | 53.96 | 19.71 | 16.24 | 10.72 | 7.14 | 5.36 | … | … | 103.41 | 2.20 | 1.87 | 12.33 | 1.13 | 1.44 | 18.40 | 4.63 | 2.59 | 0.55 |
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 |
|---|---|---|---|---|
| WTDMX (Wells Fargo Advantage Dyn Trgt 2050 C) |
1.94%
Mar 2017 – Mar 2020 |
3.68%
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 |
|---|---|---|---|---|
| WTDMX (Wells Fargo Advantage Dyn Trgt 2050 C) |
17.24%
Dec 2018 – Dec 2021 |
13.31%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart