Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTVX (Wells Fargo Advantage Dyn Trgt 2035 R4) | NA | 5,173,996.72% | 3,592.48% | 825.60% | 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 |
|---|---|---|
| WDTVX (Wells Fargo Advantage Dyn Trgt 2035 R4) | 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 (%) | 4,678,883.39 | 5,173,996.72 | 3,592.48 | 825.60 | NA | NA | NA | … | … | 4,789,121.22 | 14.80 | -16.10 | 15.31 | 13.90 | 20.97 | -4.26 | 20.01 | 7.39 | -1.91 |
| Sharpe Ratio | NA | 4,842.40 | 5.77 | 1.71 | NA | NA | NA | … | … | NA | 1.03 | -1.13 | 1.45 | 0.70 | 2.41 | -0.46 | 3.31 | 0.66 | -1.73 |
| Standard Deviation(%) | NA | 1,077.40 | 622.15 | 481.62 | NA | NA | NA | … | … | 3,169.42 | 10.29 | 15.55 | 10.58 | 19.56 | 8.11 | 12.03 | 5.88 | 10.94 | 12.51 |
| Draw Down(%) | NA | 9.64 | 23.22 | 23.22 | NA | NA | NA | … | … | 1.40 | 9.64 | 22.83 | 4.79 | 22.72 | 4.42 | 13.31 | 2.02 | 8.67 | 3.41 |
| Yield(%) | 20.36 | 24.56 | 11.26 | 9.59 | 7.73 | 5.16 | 3.87 | … | … | 102.96 | 2.76 | 1.42 | 12.13 | 1.77 | 2.04 | 17.84 | 5.50 | 3.42 | 0.61 |
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 |
|---|---|---|---|---|
| WDTVX (Wells Fargo Advantage Dyn Trgt 2035 R4) |
2.48%
Sep 2019 – Sep 2022 |
4.28%
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 |
|---|---|---|---|---|
| WDTVX (Wells Fargo Advantage Dyn Trgt 2035 R4) |
16.69%
Dec 2018 – Dec 2021 |
13.49%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart