Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTZX (Wells Fargo Advantage Dyn Trgt 2015 R6) | NA | 304,298.75% | 1,323.25% | 414.43% | 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 |
|---|---|---|
| WDTZX (Wells Fargo Advantage Dyn Trgt 2015 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 (%) | 288,686.14 | 304,298.75 | 1,323.25 | 414.43 | NA | NA | NA | … | … | 293,030.97 | 8.21 | -15.01 | 10.34 | 9.68 | 16.93 | -2.80 | 13.76 | 5.89 | -1.83 |
| Sharpe Ratio | NA | 383.57 | 2.87 | 1.16 | NA | NA | NA | … | … | NA | 0.54 | -1.54 | 1.58 | 0.74 | 3.23 | -0.55 | 3.60 | 0.75 | -2.47 |
| Standard Deviation(%) | NA | 798.14 | 460.88 | 356.76 | NA | NA | NA | … | … | 2,347.92 | 7.32 | 10.68 | 6.55 | 12.73 | 4.81 | 7.51 | 3.66 | 7.58 | 8.11 |
| Draw Down(%) | NA | 7.48 | 20.01 | 20.01 | NA | NA | NA | … | … | 0.80 | 7.48 | 19.75 | 2.95 | 16.24 | 2.00 | 8.50 | 1.18 | 6.24 | 2.70 |
| Yield(%) | 0.67 | 4.01 | 4.71 | 4.63 | 4.44 | 2.96 | 2.22 | … | … | 102.05 | 3.47 | 1.05 | 10.07 | 3.55 | 2.82 | 12.56 | 4.43 | 2.71 | 0.47 |
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 |
|---|---|---|---|---|
| WDTZX (Wells Fargo Advantage Dyn Trgt 2015 R6) |
0.23%
Sep 2019 – Sep 2022 |
2.71%
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 |
|---|---|---|---|---|
| WDTZX (Wells Fargo Advantage Dyn Trgt 2015 R6) |
12.27%
Dec 2018 – Dec 2021 |
9.50%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart