Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTEX (Wells Fargo Advantage Dyn Trgt 2020 C) | NA | 554,666.58% | 1,628.44% | 478.04% | 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 |
|---|---|---|
| WDTEX (Wells Fargo Advantage Dyn Trgt 2020 C) | 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 (%) | 527,868.96 | 554,666.58 | 1,628.44 | 478.04 | NA | NA | NA | … | … | 536,764.37 | 8.08 | -16.62 | 10.52 | 9.94 | 16.64 | -4.03 | 13.89 | 5.53 | -2.20 |
| Sharpe Ratio | NA | 650.35 | 3.28 | 1.24 | NA | NA | NA | … | … | NA | 0.49 | -1.55 | 1.43 | 0.66 | 2.75 | -0.62 | 3.09 | 0.63 | -2.42 |
| Standard Deviation(%) | NA | 858.86 | 495.95 | 383.91 | NA | NA | NA | … | … | 2,526.55 | 7.88 | 11.66 | 7.36 | 14.56 | 5.53 | 8.66 | 4.31 | 8.51 | 9.74 |
| Draw Down(%) | NA | 8.29 | 21.74 | 21.74 | NA | NA | NA | … | … | 0.99 | 8.29 | 21.40 | 3.35 | 18.46 | 2.59 | 10.60 | 1.45 | 6.87 | 3.20 |
| Yield(%) | 2.26 | 4.93 | 4.82 | 4.21 | 4.10 | 2.73 | 2.05 | … | … | 102.08 | 2.75 | 0.66 | 10.08 | 1.97 | 1.45 | 12.78 | 3.46 | 2.18 | 0.40 |
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 |
|---|---|---|---|---|
| WDTEX (Wells Fargo Advantage Dyn Trgt 2020 C) |
-0.19%
Sep 2019 – Sep 2022 |
2.06%
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 |
|---|---|---|---|---|
| WDTEX (Wells Fargo Advantage Dyn Trgt 2020 C) |
12.32%
Dec 2018 – Dec 2021 |
9.41%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart