Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDYZX (Wells Fargo Advantage Dyn Trgt Tdy R6) | NA | 240,988.46% | 1,211.89% | 388.92% | 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 |
|---|---|---|
| WDYZX (Wells Fargo Advantage Dyn Trgt Tdy 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 (%) | 228,131.70 | 240,988.46 | 1,211.89 | 388.92 | NA | NA | NA | … | … | 231,579.31 | 8.00 | -14.71 | 8.41 | 10.01 | 15.16 | -1.95 | 11.17 | 5.17 | -1.42 |
| Sharpe Ratio | NA | 312.65 | 2.70 | 1.12 | NA | NA | NA | … | … | NA | 0.52 | -1.63 | 1.47 | 0.87 | 3.56 | -0.55 | 3.63 | 0.83 | -2.60 |
| Standard Deviation(%) | NA | 774.72 | 447.35 | 346.27 | NA | NA | NA | … | … | 2,279.01 | 7.27 | 9.91 | 5.72 | 11.14 | 3.86 | 5.92 | 2.92 | 6.00 | 6.13 |
| Draw Down(%) | NA | 7.35 | 19.55 | 19.55 | NA | NA | NA | … | … | 0.70 | 7.35 | 19.18 | 2.69 | 14.18 | 1.32 | 6.57 | 1.06 | 4.78 | 2.10 |
| Yield(%) | 0.62 | 3.97 | 4.38 | 4.51 | 3.99 | 2.66 | 2.00 | … | … | 101.90 | 3.46 | 0.93 | 9.13 | 4.57 | 2.51 | 9.65 | 3.92 | 2.62 | 0.38 |
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 |
|---|---|---|---|---|
| WDYZX (Wells Fargo Advantage Dyn Trgt Tdy R6) |
-0.20%
Oct 2020 – Oct 2023 |
2.31%
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 |
|---|---|---|---|---|
| WDYZX (Wells Fargo Advantage Dyn Trgt Tdy R6) |
11.16%
Dec 2018 – Dec 2021 |
8.43%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart