Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTDX (Wells Fargo Advantage Dyn Trgt 2020 A) | NA | -711,652.36% | 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 |
|---|---|---|
| WDTDX (Wells Fargo Advantage Dyn Trgt 2020 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 (%) | -672,312.73 | -711,652.36 | nan | nan | NA | NA | NA | … | … | -684,257.28 | 8.90 | -16.33 | 11.41 | 9.37 | 17.57 | -3.41 | 14.88 | 6.30 | -2.16 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.59 | -1.52 | 1.54 | 0.63 | 2.92 | -0.55 | 3.34 | 0.71 | -2.41 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 7.95 | 11.67 | 7.40 | 14.52 | 5.54 | 8.68 | 4.28 | 8.55 | 9.63 |
| Draw Down(%) | NA | 669,068.46 | 620,802.56 | 620,802.56 | NA | NA | NA | … | … | 669,068.46 | 8.17 | 21.25 | 3.36 | 18.44 | 2.49 | 10.00 | 1.45 | 6.77 | 3.10 |
| Yield(%) | 2.26 | 5.12 | 5.03 | 4.56 | 4.53 | 3.02 | 2.27 | … | … | 102.13 | 2.93 | 0.69 | 10.53 | 2.33 | 2.24 | 13.57 | 4.34 | 3.06 | 0.44 |
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 |
|---|---|---|---|---|
| WDTDX (Wells Fargo Advantage Dyn Trgt 2020 A) |
0.00%
Sep 2019 – Sep 2022 |
2.50%
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 |
|---|---|---|---|---|
| WDTDX (Wells Fargo Advantage Dyn Trgt 2020 A) |
12.73%
Dec 2018 – Dec 2021 |
9.96%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart