Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDAX (Wells Fargo Advantage Dyn Trgt 2040 A) | NA | -631,178.54% | nan% | nan% | NA | NA | NA | … | … |
Data as of 02/12/2024, Common starting date is 12/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTDAX (Wells Fargo Advantage Dyn Trgt 2040 A) | 12/02/2015 | 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 (%) | -569,327.89 | -631,178.54 | nan | nan | NA | NA | NA | … | … | -583,609.59 | 15.38 | -16.90 | 15.92 | 12.81 | 21.00 | -4.87 | 20.46 | 7.12 | -2.02 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.05 | -1.12 | 1.41 | 0.61 | 2.30 | -0.49 | 3.23 | 0.61 | -1.78 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 10.71 | 16.45 | 11.26 | 20.52 | 8.52 | 12.56 | 6.16 | 11.32 | 12.77 |
| Draw Down(%) | NA | 564,395.24 | 554,526.51 | 554,526.51 | NA | NA | NA | … | … | 564,395.24 | 10.01 | 23.85 | 5.08 | 24.19 | 4.68 | 14.07 | 2.11 | 9.09 | 3.42 |
| Yield(%) | 25.51 | 29.95 | 12.96 | 10.83 | 8.33 | 5.55 | 4.17 | … | … | 103.15 | 2.41 | 1.81 | 12.65 | 1.57 | 2.05 | 18.53 | 5.42 | 3.25 | 0.60 |
Data as of 02/12/2024, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTDAX (Wells Fargo Advantage Dyn Trgt 2040 A) |
1.99%
Sep 2019 – Sep 2022 |
3.84%
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 |
|---|---|---|---|---|
| WTDAX (Wells Fargo Advantage Dyn Trgt 2040 A) |
16.53%
Dec 2018 – Dec 2021 |
13.36%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart