Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDGX (Wells Fargo Advantage Dyn Trgt 2045 A) | NA | -188,219.70% | 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 |
|---|---|---|
| WTDGX (Wells Fargo Advantage Dyn Trgt 2045 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 (%) | -168,864.17 | -188,219.70 | nan | nan | NA | NA | NA | … | … | -173,183.82 | 16.22 | -16.78 | 17.15 | 12.93 | 21.64 | -5.40 | 20.87 | 7.43 | -2.02 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.08 | -1.06 | 1.44 | 0.57 | 2.26 | -0.52 | 3.24 | 0.62 | -1.70 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 11.18 | 17.12 | 11.89 | 22.12 | 8.96 | 13.05 | 6.28 | 11.66 | 13.38 |
| Draw Down(%) | NA | 167,567.09 | 166,057.92 | 166,057.92 | NA | NA | NA | … | … | 167,567.09 | 10.33 | 24.10 | 5.32 | 25.65 | 5.09 | 14.98 | 2.19 | 9.40 | 3.52 |
| Yield(%) | 30.30 | 35.28 | 14.66 | 12.24 | 9.07 | 6.05 | 4.54 | … | … | 103.25 | 2.35 | 1.82 | 13.16 | 1.58 | 1.96 | 18.98 | 5.44 | 3.46 | 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 |
|---|---|---|---|---|
| WTDGX (Wells Fargo Advantage Dyn Trgt 2045 A) |
2.45%
Sep 2019 – Sep 2022 |
4.05%
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 |
|---|---|---|---|---|
| WTDGX (Wells Fargo Advantage Dyn Trgt 2045 A) |
17.18%
Dec 2018 – Dec 2021 |
13.67%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart