Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDZX (Wells Fargo Advantage Dyn Trgt 2060 R4) | NA | 309,179.45% | 1,354.60% | 430.54% | 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 |
|---|---|---|
| WTDZX (Wells Fargo Advantage Dyn Trgt 2060 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 (%) | 274,615.70 | 309,179.45 | 1,354.60 | 430.54 | NA | NA | NA | … | … | 282,464.72 | 17.40 | -16.25 | 18.53 | 13.29 | 22.05 | -5.14 | 21.30 | 7.85 | -2.66 |
| Sharpe Ratio | NA | 393.52 | 2.95 | 1.21 | NA | NA | NA | … | … | NA | 1.14 | -0.98 | 1.47 | 0.56 | 2.23 | -0.49 | 3.27 | 0.65 | -2.12 |
| Standard Deviation(%) | NA | 793.54 | 458.35 | 354.92 | NA | NA | NA | … | … | 2,334.23 | 11.67 | 18.00 | 12.58 | 23.27 | 9.25 | 13.17 | 6.36 | 11.69 | 13.11 |
| Draw Down(%) | NA | 10.55 | 24.18 | 26.65 | NA | NA | NA | … | … | 1.76 | 10.55 | 23.95 | 5.57 | 26.65 | 5.34 | 14.90 | 2.19 | 9.30 | 4.10 |
| Yield(%) | 55.06 | 62.87 | 22.65 | 18.75 | 12.22 | 8.15 | 6.11 | … | … | 103.53 | 2.19 | 1.12 | 12.87 | 1.81 | 2.37 | 18.83 | 5.69 | 3.78 | 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 |
|---|---|---|---|---|
| WTDZX (Wells Fargo Advantage Dyn Trgt 2060 R4) |
3.02%
Mar 2017 – Mar 2020 |
4.56%
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 |
|---|---|---|---|---|
| WTDZX (Wells Fargo Advantage Dyn Trgt 2060 R4) |
17.90%
Dec 2018 – Dec 2021 |
14.17%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart