Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTOX (Wells Fargo Advantage Dyn Trgt 2030 C) | NA | -404,511.31% | 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 |
|---|---|---|
| WDTOX (Wells Fargo Advantage Dyn Trgt 2030 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 (%) | -373,195.63 | -404,511.31 | nan | nan | NA | NA | NA | … | … | -381,226.39 | 12.29 | -16.32 | 13.53 | 13.13 | 18.96 | -5.12 | 17.42 | 6.09 | -2.61 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.85 | -1.20 | 1.36 | 0.67 | 2.35 | -0.58 | 3.10 | 0.58 | -2.31 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 9.59 | 14.76 | 9.90 | 19.11 | 7.46 | 11.20 | 5.44 | 10.24 | 11.84 |
| Draw Down(%) | NA | 370,593.39 | 354,953.03 | 354,953.03 | NA | NA | NA | … | … | 370,593.39 | 9.51 | 22.38 | 4.51 | 21.99 | 4.05 | 13.39 | 1.96 | 8.35 | 3.70 |
| Yield(%) | 18.06 | 21.28 | 9.91 | 8.15 | 6.43 | 4.29 | 3.22 | … | … | 102.61 | 2.21 | 1.27 | 11.05 | 1.49 | 0.60 | 15.66 | 4.00 | 2.21 | 0.49 |
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 |
|---|---|---|---|---|
| WDTOX (Wells Fargo Advantage Dyn Trgt 2030 C) |
1.70%
Sep 2019 – Sep 2022 |
3.30%
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 |
|---|---|---|---|---|
| WDTOX (Wells Fargo Advantage Dyn Trgt 2030 C) |
15.18%
Dec 2018 – Dec 2021 |
11.79%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart