Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTWX (Wells Fargo Advantage Dyn Trgt 2035 R6) | NA | -474,061.77% | nan% | nan% | 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 |
|---|---|---|
| WDTWX (Wells Fargo Advantage Dyn Trgt 2035 R6) | 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 (%) | -427,881.26 | -474,061.77 | nan | nan | NA | NA | NA | … | … | -438,314.95 | 15.02 | -16.05 | 15.55 | 14.05 | 21.01 | -4.09 | 20.27 | 7.53 | -1.89 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.06 | -1.13 | 1.48 | 0.70 | 2.41 | -0.45 | 3.36 | 0.68 | -1.72 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 10.29 | 15.54 | 10.52 | 19.58 | 8.15 | 11.98 | 5.88 | 10.84 | 12.50 |
| Draw Down(%) | NA | 424,990.85 | 419,695.84 | 419,695.84 | NA | NA | NA | … | … | 424,990.85 | 9.61 | 22.79 | 4.78 | 22.72 | 4.42 | 13.29 | 2.02 | 8.67 | 3.41 |
| Yield(%) | 20.33 | 24.68 | 11.36 | 9.74 | 7.86 | 5.24 | 3.93 | … | … | 103.18 | 2.90 | 1.46 | 12.27 | 1.92 | 2.22 | 17.99 | 5.65 | 3.56 | 0.63 |
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 |
|---|---|---|---|---|
| WDTWX (Wells Fargo Advantage Dyn Trgt 2035 R6) |
2.62%
Sep 2019 – Sep 2022 |
4.45%
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 |
|---|---|---|---|---|
| WDTWX (Wells Fargo Advantage Dyn Trgt 2035 R6) |
16.83%
Dec 2018 – Dec 2021 |
13.65%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart