Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDYCX (Wells Fargo Advantage Dyn Trgt Tdy C) | NA | 257,567.52% | 1,232.28% | 392.49% | 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 |
|---|---|---|
| WDYCX (Wells Fargo Advantage Dyn Trgt Tdy C) | 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 (%) | 246,850.61 | 257,567.52 | 1,232.28 | 392.49 | NA | NA | NA | … | … | 250,116.49 | 6.79 | -15.50 | 7.11 | 10.23 | 13.90 | -3.15 | 9.95 | 3.84 | -1.53 |
| Sharpe Ratio | NA | 330.69 | 2.72 | 1.12 | NA | NA | NA | … | … | NA | 0.36 | -1.71 | 1.25 | 0.89 | 3.19 | -0.76 | 3.15 | 0.60 | -2.77 |
| Standard Deviation(%) | NA | 782.86 | 452.05 | 349.91 | NA | NA | NA | … | … | 2,303.01 | 7.17 | 9.89 | 5.68 | 11.21 | 3.91 | 5.91 | 2.97 | 6.10 | 6.15 |
| Draw Down(%) | NA | 7.72 | 20.20 | 20.20 | NA | NA | NA | … | … | 0.81 | 7.72 | 19.70 | 2.70 | 14.25 | 1.42 | 7.48 | 1.15 | 4.98 | 2.20 |
| Yield(%) | 0.58 | 3.36 | 3.87 | 3.80 | 3.25 | 2.17 | 1.63 | … | … | 101.47 | 2.86 | 0.57 | 8.46 | 3.76 | 1.45 | 8.49 | 2.69 | 1.40 | 0.27 |
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 |
|---|---|---|---|---|
| WDYCX (Wells Fargo Advantage Dyn Trgt Tdy C) |
-1.27%
Oct 2020 – Oct 2023 |
1.44%
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 |
|---|---|---|---|---|
| WDYCX (Wells Fargo Advantage Dyn Trgt Tdy C) |
10.38%
Dec 2018 – Dec 2021 |
7.45%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
