Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTMX (Wells Fargo Advantage Dyn Trgt 2025 R6) | NA | 227,157.91% | 1,198.25% | 390.86% | NA | NA | NA | … | … |
Data as of 02/12/2024, Common starting date is 12/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDTMX (Wells Fargo Advantage Dyn Trgt 2025 R6) | 12/02/2015 | 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 (%) | 211,732.45 | 227,157.91 | 1,198.25 | 390.86 | NA | NA | NA | … | … | 215,984.56 | 10.74 | -15.94 | 13.78 | 11.69 | 19.33 | -3.87 | 17.12 | 6.96 | -1.65 |
| Sharpe Ratio | NA | 298.20 | 2.70 | 1.13 | NA | NA | NA | … | … | NA | 0.76 | -1.33 | 1.57 | 0.69 | 2.69 | -0.52 | 3.41 | 0.71 | -1.77 |
| Standard Deviation(%) | NA | 767.47 | 443.21 | 343.12 | NA | NA | NA | … | … | 2,257.66 | 8.58 | 13.11 | 8.78 | 16.58 | 6.65 | 9.93 | 4.85 | 9.52 | 10.74 |
| Draw Down(%) | NA | 8.53 | 21.81 | 21.81 | NA | NA | NA | … | … | 1.09 | 8.53 | 21.58 | 3.95 | 20.11 | 3.27 | 11.33 | 1.61 | 7.61 | 2.91 |
| Yield(%) | 6.97 | 10.37 | 6.78 | 6.07 | 5.49 | 3.66 | 2.74 | … | … | 102.24 | 3.28 | 0.87 | 11.13 | 2.53 | 2.37 | 13.59 | 5.02 | 3.20 | 0.56 |
Data as of 02/12/2024, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDTMX (Wells Fargo Advantage Dyn Trgt 2025 R6) |
1.55%
Sep 2019 – Sep 2022 |
3.59%
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 |
|---|---|---|---|---|
| WDTMX (Wells Fargo Advantage Dyn Trgt 2025 R6) |
14.89%
Dec 2018 – Dec 2021 |
11.66%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart