Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTSX (Wells Fargo Advantage Dyn Trgt 2030 R6) | NA | -235,061.11% | 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 |
|---|---|---|
| WDTSX (Wells Fargo Advantage Dyn Trgt 2030 R6) | 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 (%) | -214,362.11 | -235,061.11 | nan | nan | NA | NA | NA | … | … | -219,257.38 | 13.69 | -15.72 | 14.86 | 13.21 | 20.52 | -3.97 | 18.77 | 7.37 | -2.50 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.05 | -1.17 | 1.49 | 0.68 | 2.53 | -0.48 | 3.32 | 0.69 | -2.22 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 9.66 | 14.76 | 9.93 | 19.04 | 7.52 | 11.13 | 5.48 | 10.35 | 11.88 |
| Draw Down(%) | NA | 212,899.57 | 208,666.37 | 208,666.37 | NA | NA | NA | … | … | 212,899.57 | 9.24 | 22.06 | 4.46 | 21.88 | 3.90 | 12.50 | 1.86 | 8.14 | 3.70 |
| Yield(%) | 17.71 | 21.55 | 10.32 | 8.89 | 7.16 | 4.77 | 3.58 | … | … | 103.06 | 2.76 | 1.42 | 11.69 | 2.30 | 2.31 | 16.23 | 5.27 | 3.40 | 0.60 |
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 |
|---|---|---|---|---|
| WDTSX (Wells Fargo Advantage Dyn Trgt 2030 R6) |
2.35%
Sep 2019 – Sep 2022 |
4.20%
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 |
|---|---|---|---|---|
| WDTSX (Wells Fargo Advantage Dyn Trgt 2030 R6) |
16.15%
Dec 2018 – Dec 2021 |
12.87%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart