Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTJX (Wells Fargo Advantage Dyn Trgt 2025 C) | NA | -240,238.02% | 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 |
|---|---|---|
| WDTJX (Wells Fargo Advantage Dyn Trgt 2025 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 (%) | -225,981.74 | -240,238.02 | nan | nan | NA | NA | NA | … | … | -230,228.39 | 9.85 | -14.78 | 12.41 | 11.84 | 17.93 | -5.02 | 15.78 | 5.63 | -2.35 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.65 | -1.24 | 1.41 | 0.70 | 2.48 | -0.64 | 3.18 | 0.57 | -2.35 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 8.66 | 13.06 | 8.79 | 16.60 | 6.67 | 9.91 | 4.78 | 9.50 | 10.64 |
| Draw Down(%) | NA | 224,600.80 | 214,105.38 | 214,105.38 | NA | NA | NA | … | … | 224,600.80 | 8.81 | 20.64 | 4.05 | 20.16 | 3.40 | 12.22 | 1.71 | 7.71 | 3.40 |
| Yield(%) | 6.83 | 9.69 | 6.12 | 5.20 | 4.63 | 3.09 | 2.32 | … | … | 102.44 | 2.75 | 0.00 | 10.38 | 1.64 | 1.23 | 12.50 | 3.76 | 2.07 | 0.45 |
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 |
|---|---|---|---|---|
| WDTJX (Wells Fargo Advantage Dyn Trgt 2025 C) |
1.49%
Sep 2019 – Sep 2022 |
3.06%
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 |
|---|---|---|---|---|
| WDTJX (Wells Fargo Advantage Dyn Trgt 2025 C) |
14.03%
Dec 2018 – Dec 2021 |
10.62%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart