Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTLX (Wells Fargo Advantage Dyn Trgt 2025 R4) | NA | -829,714.27% | 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 |
|---|---|---|
| WDTLX (Wells Fargo Advantage Dyn Trgt 2025 R4) | 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 (%) | -774,470.31 | -829,714.27 | nan | nan | NA | NA | NA | … | … | -789,321.25 | 10.69 | -16.08 | 13.63 | 11.44 | 19.16 | -4.02 | 16.96 | 6.81 | -2.25 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.76 | -1.34 | 1.55 | 0.68 | 2.66 | -0.54 | 3.38 | 0.69 | -2.26 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 8.56 | 13.09 | 8.76 | 16.53 | 6.67 | 9.89 | 4.86 | 9.57 | 10.63 |
| Draw Down(%) | NA | 757,957.14 | 729,438.43 | 729,438.43 | NA | NA | NA | … | … | 757,957.14 | 8.56 | 21.60 | 3.96 | 20.04 | 3.28 | 11.33 | 1.61 | 7.61 | 3.40 |
| Yield(%) | 6.96 | 10.21 | 6.67 | 5.92 | 5.33 | 3.55 | 2.67 | … | … | 104.48 | 3.11 | 0.82 | 10.98 | 2.38 | 2.20 | 13.44 | 4.86 | 3.05 | 0.55 |
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 |
|---|---|---|---|---|
| WDTLX (Wells Fargo Advantage Dyn Trgt 2025 R4) |
1.41%
Sep 2019 – Sep 2022 |
3.46%
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 |
|---|---|---|---|---|
| WDTLX (Wells Fargo Advantage Dyn Trgt 2025 R4) |
14.70%
Dec 2018 – Dec 2021 |
11.47%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart