Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTIX (Wells Fargo Advantage Dyn Trgt 2025 A) | NA | -647,393.24% | 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 |
|---|---|---|
| WDTIX (Wells Fargo Advantage Dyn Trgt 2025 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 (%) | -605,710.75 | -647,393.24 | nan | nan | NA | NA | NA | … | … | -617,432.25 | 10.36 | -16.36 | 13.31 | 11.06 | 18.89 | -4.31 | 16.69 | 6.48 | -2.28 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.72 | -1.36 | 1.51 | 0.65 | 2.62 | -0.57 | 3.31 | 0.66 | -2.32 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 8.57 | 13.09 | 8.78 | 16.64 | 6.67 | 9.90 | 4.87 | 9.49 | 10.49 |
| Draw Down(%) | NA | 602,443.07 | 567,125.42 | 567,125.42 | NA | NA | NA | … | … | 602,443.07 | 8.73 | 21.82 | 3.91 | 20.05 | 3.30 | 11.62 | 1.70 | 7.61 | 3.40 |
| Yield(%) | 7.01 | 9.98 | 6.51 | 5.69 | 5.14 | 3.43 | 2.57 | … | … | 102.47 | 2.81 | 0.74 | 10.82 | 2.06 | 1.96 | 13.28 | 4.66 | 2.92 | 0.52 |
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 |
|---|---|---|---|---|
| WDTIX (Wells Fargo Advantage Dyn Trgt 2025 A) |
1.10%
Sep 2019 – Sep 2022 |
3.14%
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 |
|---|---|---|---|---|
| WDTIX (Wells Fargo Advantage Dyn Trgt 2025 A) |
14.38%
Dec 2018 – Dec 2021 |
11.18%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart