Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTNX (Wells Fargo Advantage Dyn Trgt 2030 A) | NA | -205,669.50% | 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 |
|---|---|---|
| WDTNX (Wells Fargo Advantage Dyn Trgt 2030 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 (%) | -188,411.99 | -205,669.50 | nan | nan | NA | NA | NA | … | … | -192,440.06 | 13.21 | -16.10 | 14.35 | 12.63 | 19.93 | -4.32 | 18.26 | 6.92 | -2.55 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.94 | -1.19 | 1.45 | 0.65 | 2.47 | -0.51 | 3.26 | 0.65 | -2.28 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 9.64 | 14.80 | 9.91 | 19.11 | 7.50 | 11.12 | 5.43 | 10.34 | 11.76 |
| Draw Down(%) | NA | 186,944.63 | 181,477.36 | 181,477.36 | NA | NA | NA | … | … | 186,944.63 | 9.31 | 22.29 | 4.44 | 21.95 | 4.02 | 12.72 | 1.87 | 8.25 | 3.70 |
| Yield(%) | 17.95 | 21.40 | 10.11 | 8.56 | 6.87 | 4.58 | 3.44 | … | … | 102.80 | 2.34 | 1.31 | 11.42 | 1.93 | 1.98 | 15.95 | 4.94 | 3.15 | 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 |
|---|---|---|---|---|
| WDTNX (Wells Fargo Advantage Dyn Trgt 2030 A) |
1.90%
Sep 2019 – Sep 2022 |
3.74%
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 |
|---|---|---|---|---|
| WDTNX (Wells Fargo Advantage Dyn Trgt 2030 A) |
15.59%
Dec 2018 – Dec 2021 |
12.37%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart