Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTHX (Wells Fargo Advantage Dyn Trgt 2020 R6) | NA | -499,373.58% | 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 |
|---|---|---|
| WDTHX (Wells Fargo Advantage Dyn Trgt 2020 R6) | 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 (%) | -470,020.19 | -499,373.58 | nan | nan | NA | NA | NA | … | … | -478,280.50 | 9.38 | -15.99 | 11.84 | 9.93 | 18.13 | -3.01 | 15.39 | 6.77 | -2.09 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.66 | -1.51 | 1.60 | 0.66 | 3.03 | -0.50 | 3.47 | 0.77 | -2.35 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 7.85 | 11.53 | 7.39 | 14.53 | 5.52 | 8.66 | 4.27 | 8.57 | 9.60 |
| Draw Down(%) | NA | 466,463.64 | 437,883.11 | 437,883.11 | NA | NA | NA | … | … | 466,463.64 | 8.06 | 21.00 | 3.33 | 18.34 | 2.38 | 9.62 | 1.44 | 6.77 | 3.10 |
| Yield(%) | 2.28 | 5.57 | 5.31 | 4.91 | 4.84 | 3.23 | 2.42 | … | … | 102.84 | 3.36 | 0.81 | 10.86 | 2.73 | 2.53 | 13.91 | 4.77 | 3.33 | 0.51 |
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 |
|---|---|---|---|---|
| WDTHX (Wells Fargo Advantage Dyn Trgt 2020 R6) |
0.45%
Sep 2019 – Sep 2022 |
2.97%
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 |
|---|---|---|---|---|
| WDTHX (Wells Fargo Advantage Dyn Trgt 2020 R6) |
13.25%
Dec 2018 – Dec 2021 |
10.46%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart