Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDFX (Wells Fargo Advantage Dyn Trgt 2040 R6) | NA | 1,945,777.18% | 2,569.32% | 662.09% | 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 |
|---|---|---|
| WTDFX (Wells Fargo Advantage Dyn Trgt 2040 R6) | 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 (%) | 1,746,124.83 | 1,945,777.18 | 2,569.32 | 662.09 | NA | NA | NA | … | … | 1,790,781.38 | 15.91 | -16.51 | 16.47 | 13.15 | 21.71 | -4.46 | 21.03 | 7.60 | -1.97 |
| Sharpe Ratio | NA | 2,007.08 | 4.54 | 1.51 | NA | NA | NA | … | … | NA | 1.10 | -1.09 | 1.47 | 0.62 | 2.38 | -0.46 | 3.29 | 0.64 | -1.73 |
| Standard Deviation(%) | NA | 978.60 | 565.13 | 437.51 | NA | NA | NA | … | … | 2,878.73 | 10.67 | 16.41 | 11.22 | 20.60 | 8.54 | 12.61 | 6.22 | 11.48 | 12.84 |
| Draw Down(%) | NA | 9.84 | 23.87 | 24.08 | NA | NA | NA | … | … | 1.50 | 9.84 | 23.58 | 5.01 | 24.08 | 4.64 | 13.97 | 2.19 | 9.09 | 3.42 |
| Yield(%) | 25.12 | 29.96 | 13.13 | 11.12 | 8.62 | 5.75 | 4.31 | … | … | 103.20 | 2.84 | 1.91 | 12.95 | 1.91 | 2.30 | 18.84 | 5.72 | 3.53 | 0.65 |
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 |
|---|---|---|---|---|
| WTDFX (Wells Fargo Advantage Dyn Trgt 2040 R6) |
2.43%
Sep 2019 – Sep 2022 |
4.30%
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 |
|---|---|---|---|---|
| WTDFX (Wells Fargo Advantage Dyn Trgt 2040 R6) |
17.06%
Dec 2018 – Dec 2021 |
13.88%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart