Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDQX (Wells Fargo Advantage Dyn Trgt 2055 A) | NA | 72,164.79% | 793.58% | 295.92% | NA | NA | NA | … | … |
Data as of 02/12/2024, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTDQX (Wells Fargo Advantage Dyn Trgt 2055 A) | 12/01/2015 | 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 (%) | 64,267.55 | 72,164.79 | 793.58 | 295.92 | NA | NA | NA | … | … | 66,076.86 | 17.23 | -16.66 | 18.01 | 13.52 | 21.59 | -5.36 | 20.91 | 7.35 | -2.69 |
| Sharpe Ratio | NA | 101.42 | 1.91 | 0.92 | NA | NA | NA | … | … | NA | 1.10 | -1.00 | 1.43 | 0.57 | 2.17 | -0.51 | 3.23 | 0.61 | -2.13 |
| Standard Deviation(%) | NA | 718.73 | 415.07 | 321.43 | NA | NA | NA | … | … | 2,120.33 | 11.85 | 18.05 | 12.57 | 23.24 | 9.28 | 13.18 | 6.31 | 11.64 | 13.19 |
| Draw Down(%) | NA | 49.63 | 49.63 | 49.63 | NA | NA | NA | … | … | 49.63 | 10.68 | 24.42 | 5.61 | 26.57 | 5.39 | 14.85 | 2.19 | 9.40 | 4.10 |
| Yield(%) | 0.00 | 1.97 | 4.94 | 4.65 | 5.36 | 3.57 | 2.68 | … | … | 52.83 | 2.12 | 0.95 | 13.11 | 1.59 | 2.03 | 18.86 | 5.48 | 3.39 | 0.61 |
Data as of 02/12/2024, Common starting date is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTDQX (Wells Fargo Advantage Dyn Trgt 2055 A) |
2.78%
Sep 2019 – Sep 2022 |
4.24%
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 |
|---|---|---|---|---|
| WTDQX (Wells Fargo Advantage Dyn Trgt 2055 A) |
17.66%
Dec 2018 – Dec 2021 |
13.92%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart