Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDCTX (Wells Fargo Advantage Dyn Trgt 2035 C) | NA | -394,515.74% | 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 |
|---|---|---|
| WDCTX (Wells Fargo Advantage Dyn Trgt 2035 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 (%) | -360,933.47 | -394,515.74 | nan | nan | NA | NA | NA | … | … | -368,777.68 | 13.62 | -15.88 | 14.04 | 14.44 | 19.72 | -5.32 | 18.81 | 6.26 | -2.00 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.92 | -1.12 | 1.32 | 0.72 | 2.27 | -0.55 | 3.11 | 0.55 | -1.83 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 10.30 | 15.51 | 10.63 | 19.58 | 8.06 | 12.03 | 5.86 | 10.92 | 12.31 |
| Draw Down(%) | NA | 358,493.35 | 348,866.96 | 348,866.96 | NA | NA | NA | … | … | 358,493.35 | 9.96 | 22.88 | 4.89 | 22.82 | 4.47 | 14.03 | 2.13 | 8.77 | 3.32 |
| Yield(%) | 20.18 | 23.61 | 10.63 | 8.84 | 7.02 | 4.68 | 3.51 | … | … | 102.75 | 2.07 | 0.72 | 11.56 | 1.11 | 1.15 | 17.04 | 4.38 | 2.38 | 0.52 |
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 |
|---|---|---|---|---|
| WDCTX (Wells Fargo Advantage Dyn Trgt 2035 C) |
2.16%
Sep 2019 – Sep 2022 |
3.66%
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 |
|---|---|---|---|---|
| WDCTX (Wells Fargo Advantage Dyn Trgt 2035 C) |
16.04%
Dec 2018 – Dec 2021 |
12.64%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart