Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDYYX (Wells Fargo Advantage Dyn Trgt Tdy R4) | NA | 1,174,307.71% | 2,121.90% | 570.32% | 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 |
|---|---|---|
| WDYYX (Wells Fargo Advantage Dyn Trgt Tdy R4) | 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 (%) | 1,110,933.92 | 1,174,307.71 | 2,121.90 | 570.32 | NA | NA | NA | … | … | 1,131,114.15 | 7.87 | -14.92 | 8.26 | 9.86 | 15.00 | -2.11 | 11.02 | 5.01 | -1.43 |
| Sharpe Ratio | NA | 1,265.36 | 3.93 | 1.36 | NA | NA | NA | … | … | NA | 0.51 | -1.65 | 1.47 | 0.86 | 3.46 | -0.59 | 3.62 | 0.81 | -2.58 |
| Standard Deviation(%) | NA | 933.73 | 539.14 | 417.31 | NA | NA | NA | … | … | 2,746.83 | 7.22 | 9.93 | 5.61 | 11.09 | 3.93 | 5.86 | 2.89 | 5.97 | 6.22 |
| Draw Down(%) | NA | 7.36 | 19.61 | 19.61 | NA | NA | NA | … | … | 0.71 | 7.36 | 19.27 | 2.67 | 14.18 | 1.32 | 6.57 | 1.06 | 4.88 | 2.10 |
| Yield(%) | 0.29 | 3.49 | 4.19 | 4.31 | 3.85 | 2.56 | 1.92 | … | … | 101.70 | 3.32 | 0.90 | 8.99 | 4.42 | 2.35 | 9.51 | 3.77 | 2.47 | 0.37 |
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 |
|---|---|---|---|---|
| WDYYX (Wells Fargo Advantage Dyn Trgt Tdy R4) |
-0.38%
Oct 2020 – Oct 2023 |
2.14%
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 |
|---|---|---|---|---|
| WDYYX (Wells Fargo Advantage Dyn Trgt Tdy R4) |
11.00%
Dec 2018 – Dec 2021 |
8.27%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart