Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTQX (Wells Fargo Advantage Dyn Trgt 2030 R4) | NA | -951,686.23% | 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 |
|---|---|---|
| WDTQX (Wells Fargo Advantage Dyn Trgt 2030 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 (%) | -869,602.92 | -951,686.23 | nan | nan | NA | NA | NA | … | … | -887,972.70 | 13.56 | -15.86 | 14.72 | 12.97 | 20.35 | -4.12 | 18.61 | 7.22 | -2.51 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.98 | -1.17 | 1.47 | 0.66 | 2.52 | -0.49 | 3.35 | 0.68 | -2.24 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 9.62 | 14.78 | 9.97 | 19.09 | 7.53 | 11.20 | 5.38 | 10.27 | 11.80 |
| Draw Down(%) | NA | 863,647.42 | 842,248.69 | 842,248.69 | NA | NA | NA | … | … | 863,647.42 | 9.27 | 22.08 | 4.47 | 21.90 | 3.90 | 12.52 | 1.86 | 8.25 | 3.70 |
| Yield(%) | 17.63 | 21.31 | 10.18 | 8.72 | 7.02 | 4.68 | 3.51 | … | … | 102.70 | 2.61 | 1.38 | 11.55 | 2.15 | 2.14 | 16.08 | 5.10 | 3.24 | 0.59 |
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 |
|---|---|---|---|---|
| WDTQX (Wells Fargo Advantage Dyn Trgt 2030 R4) |
2.24%
Sep 2019 – Sep 2022 |
4.07%
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 |
|---|---|---|---|---|
| WDTQX (Wells Fargo Advantage Dyn Trgt 2030 R4) |
15.97%
Dec 2018 – Dec 2021 |
12.70%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart