Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDTX (Wells Fargo Advantage Dyn Trgt 2055 R4) | NA | -126,429.68% | nan% | nan% | 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 |
|---|---|---|
| WTDTX (Wells Fargo Advantage Dyn Trgt 2055 R4) | 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 (%) | -112,337.83 | -126,429.68 | nan | nan | NA | NA | NA | … | … | -115,368.73 | 17.70 | -16.40 | 18.36 | 13.87 | 21.87 | -5.18 | 21.17 | 7.72 | -2.66 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.14 | -0.98 | 1.46 | 0.58 | 2.20 | -0.49 | 3.32 | 0.64 | -2.12 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 11.88 | 18.15 | 12.54 | 23.28 | 9.29 | 13.20 | 6.22 | 11.69 | 13.11 |
| Draw Down(%) | NA | 110,881.38 | 110,881.38 | 110,881.38 | NA | NA | NA | … | … | 110,881.38 | 10.66 | 24.26 | 5.57 | 26.57 | 5.27 | 15.03 | 2.27 | 9.40 | 4.10 |
| Yield(%) | 13.57 | 17.20 | 9.44 | 8.31 | 7.21 | 4.81 | 3.60 | … | … | 65.46 | 2.41 | 1.03 | 13.30 | 1.78 | 2.24 | 19.08 | 5.76 | 3.66 | 0.64 |
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 |
|---|---|---|---|---|
| WTDTX (Wells Fargo Advantage Dyn Trgt 2055 R4) |
3.05%
Mar 2017 – Mar 2020 |
4.51%
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 |
|---|---|---|---|---|
| WTDTX (Wells Fargo Advantage Dyn Trgt 2055 R4) |
17.99%
Dec 2018 – Dec 2021 |
14.21%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart