Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDCX (Wells Fargo Advantage Dyn Trgt 2040 C) | NA | -2,331,543.59% | 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 |
|---|---|---|
| WTDCX (Wells Fargo Advantage Dyn Trgt 2040 C) | 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 (%) | -2,118,865.37 | -2,331,543.59 | nan | nan | NA | NA | NA | … | … | -2,170,356.51 | 14.47 | -17.17 | 14.97 | 13.58 | 20.16 | -5.57 | 19.56 | 6.44 | -2.18 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.96 | -1.14 | 1.33 | 0.64 | 2.22 | -0.55 | 3.07 | 0.55 | -1.88 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 10.69 | 16.39 | 11.27 | 20.64 | 8.45 | 12.56 | 6.19 | 11.30 | 12.93 |
| Draw Down(%) | NA | 2,100,409.22 | 2,036,195.68 | 2,036,195.68 | NA | NA | NA | … | … | 2,100,409.22 | 10.21 | 23.96 | 5.13 | 24.31 | 4.79 | 14.70 | 2.21 | 9.10 | 3.42 |
| Yield(%) | 25.64 | 29.84 | 12.73 | 10.49 | 7.92 | 5.28 | 3.96 | … | … | 103.06 | 2.36 | 1.76 | 12.26 | 1.12 | 1.20 | 17.98 | 4.43 | 2.35 | 0.54 |
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 |
|---|---|---|---|---|
| WTDCX (Wells Fargo Advantage Dyn Trgt 2040 C) |
1.83%
Sep 2019 – Sep 2022 |
3.44%
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 |
|---|---|---|---|---|
| WTDCX (Wells Fargo Advantage Dyn Trgt 2040 C) |
16.21%
Dec 2018 – Dec 2021 |
12.87%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart