Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDYAX (Wells Fargo Advantage Dyn Trgt Tdy A) | NA | 551,803.71% | 1,624.28% | 474.85% | 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 |
|---|---|---|
| WDYAX (Wells Fargo Advantage Dyn Trgt Tdy A) | 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 (%) | 525,047.69 | 551,803.71 | 1,624.28 | 474.85 | NA | NA | NA | … | … | 533,028.66 | 7.47 | -15.11 | 7.92 | 9.42 | 14.67 | -2.33 | 10.78 | 4.58 | -1.46 |
| Sharpe Ratio | NA | 646.89 | 3.27 | 1.23 | NA | NA | NA | … | … | NA | 0.46 | -1.66 | 1.40 | 0.82 | 3.42 | -0.62 | 3.46 | 0.73 | -2.54 |
| Standard Deviation(%) | NA | 858.26 | 495.58 | 383.59 | NA | NA | NA | … | … | 2,524.79 | 7.09 | 9.97 | 5.63 | 11.19 | 3.88 | 5.87 | 2.94 | 6.02 | 6.43 |
| Draw Down(%) | NA | 7.50 | 19.89 | 19.89 | NA | NA | NA | … | … | 0.71 | 7.50 | 19.48 | 2.70 | 14.29 | 1.32 | 6.92 | 1.05 | 4.88 | 2.20 |
| Yield(%) | 0.58 | 3.49 | 4.08 | 4.14 | 3.65 | 2.43 | 1.83 | … | … | 101.79 | 3.01 | 0.82 | 8.74 | 4.08 | 2.26 | 9.25 | 3.54 | 1.84 | 0.34 |
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 |
|---|---|---|---|---|
| WDYAX (Wells Fargo Advantage Dyn Trgt Tdy A) |
-0.67%
Oct 2020 – Oct 2023 |
1.85%
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 |
|---|---|---|---|---|
| WDYAX (Wells Fargo Advantage Dyn Trgt Tdy A) |
10.63%
Dec 2018 – Dec 2021 |
7.94%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart